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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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March 31, 2025 4:00 PM EDT
INTRODUCTION TO FINANCIAL PLANNING FOR EQUITY COMPENSATION
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 1, 2025 9:00 AM EDT
GRANTOR TRUST RULES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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1.0
FREE
April 1, 2025 10:00 AM EDT
PHILANTHROPY 201: MOVING FROM TRANSACTIONAL GIVING TO A STRATEGIC PLAN
Katie Collins (PATHWAY PHILANTHROPIC SOLUTIONS)
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1.0
FREE
April 1, 2025 11:00 AM EDT
CREATIVE THINKING AND CREATIVE PROBLEM SOLVING
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
April 1, 2025 2:00 PM EDT
2024 GIFT TAX RETURNS: FORM 709
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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2.0
$60.00
April 1, 2025 4:00 PM EDT
SMART WOMEN RETIRE RIGHT
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
April 2, 2025 11:00 AM EDT
§1031 TAX DEFERRED EXCHANGE ISSUES IN TODAY'S MARKET
Scott Saunders (ASSET PRESERVATION INC)
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1.0
FREE
April 2, 2025 11:00 AM EDT
MERCHANT ACCOUNT WORKSHOP: 10 PROBLEMATIC FEES AND WHERE TO FIND THEM
Emma Talley (VERISAVE.COM)
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1.0
FREE
April 2, 2025 4:00 PM EDT
WHAT EVERY CPA SHOULD KNOW ABOUT FUNDING COLLEGE WITHOUT SACRIFICING RETIREMENT
Jodi Bloom (CORNERSTONE COLLEGE SOLUTIONS)
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1.0
FREE
April 2, 2025 4:00 PM EDT
FINANCIAL PLANNING: SOCIAL SECURITY STRATEGIES
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 3, 2025 9:00 AM EDT
FRAUD PREVENTION: IDENTIFYING, RESPONDING & INVESTIGATING
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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1.0
FREE
April 3, 2025 10:00 AM EDT
CREATE WORK-LIFE HARMONY: CHANGE YOUR HABITS TO CHANGE YOUR LIFE
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
April 3, 2025 12:00 PM EDT
LOCKING DOWN YOUR BILL PAY WORKFLOW: ESSENTIAL TOOLS FOR FRAUD PREVENTION
Ted McRae (MAKERSHUB)
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1.0
FREE
April 3, 2025 4:00 PM EDT
TAX PLANNING AND RETIREMENT: WHAT PRACTITIONERS AND RETIREES NEED TO KNOW
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
April 3, 2025 5:00 PM EDT
BRAND NEW COURSE!
NET UNREALIZED APPRECIATION IN YOUR 401(k): MAXIMIZING RETIREMENT WEALTH
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 7, 2025 4:00 PM EDT
ROTH IRA STRATEGIES: A COMPREHENSIVE OVERVIEW
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 7, 2025 6:00 PM EDT
BRAND NEW COURSE!
DOCUMENTOS AL DÍA: EL ARTE DE ORGANIZAR PARA TAXES
Vanessa Vasquez, MBA (VASQUEZ SERVICES / QUICKBOOKSENESPANOL.COM)
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1.0
FREE
April 9, 2025 10:00 AM EDT
BE MORE PRESENT TO BE PRODUCTIVE: INTENTIONAL TIME MANAGEMENT
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
April 9, 2025 11:00 AM EDT
CHANGE MANAGEMENT AND RESTRUCTURING ORGANIZATIONS
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
April 9, 2025 11:00 AM EDT
$3.6 MILLION SAVED: HOW 4 COMPANIES MINIMIZED THEIR CREDIT CARD PROCESSING FEES
Jeremy Layton (VERISAVE.COM)
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1.0
FREE

Member Resources

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Own Your Wealth Podcast
Cook Wealth Management Group
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Capstan Live
Capstan Tax Strategies
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Accounting Insiders Podcast
Insightful Accountant, LLC
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The Soul of Enterprise: Business in the Knowledge Economy
The Soul of Enterprise
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Cannabis Accounting Podcast
DOPE CFO
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