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Live CPE Webinars

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March 31, 2025 9:00AM EDT
PASS-THROUGH ENTITIES HELD BY TRUSTS
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
March 31, 2025 10:30AM EDT
LIENS & IRS COLLECTION APPEALS: NUANCES & OPPORTUNITIES IN APPEALS COLLECTION
E. Martin Davidoff (PRAGER METIS CPAS, LLC)
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1.5
FREE
March 31, 2025 4:00PM EDT
INTRODUCTION TO FINANCIAL PLANNING FOR EQUITY COMPENSATION
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 1, 2025 9:00AM EDT
GRANTOR TRUST RULES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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1.0
FREE
April 1, 2025 10:00AM 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 11:00AM EDT
CREATIVE THINKING AND CREATIVE PROBLEM SOLVING
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
April 1, 2025 1:00PM EDT
BRAND NEW COURSE!
THE “C” IN CAS STANDS FOR CHANGE: STRATEGIES FOR CHANGE MANAGEMENT SUCCESS
Amy Franko (AMY FRANKO ASSOCIATES)
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1.0
FREE
April 1, 2025 2:00PM 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 4:00PM EDT
SMART WOMEN RETIRE RIGHT
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
April 2, 2025 11:00AM 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 11:00AM 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 4:00PM 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 4:00PM EDT
FINANCIAL PLANNING: SOCIAL SECURITY STRATEGIES
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 3, 2025 9:00AM 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 10:00AM 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 12:00PM 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 4:00PM 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 5:00PM 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 4:00PM EDT
ROTH IRA STRATEGIES: A COMPREHENSIVE OVERVIEW
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 7, 2025 6:00PM 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

Member Resources

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DM Disruption Podcast
The Designated Motivator
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Accounting Today Podcast
Accounting Today
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Tax Help Software Six-Month Trial
Tax Mentor
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$250.00
Digital CPA Podcast
CPA.com
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Breaking Beliefs - Amy Vetter
The B3 Method Institute
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