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Date
Course Title
Credits
Fee
July 1, 2024 4:00PM EDT

STARTING A TAX REP CASE: 8821 VS 2848
Angelene Wierzbic, EA, CTRS (ASTPS)
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1.0
FREE
July 1, 2024 6:00PM EDT
BRAND NEW COURSE!

SHATTERING ILLUSIONS: THE TRUTH BEHIND TAX-FREE INVESTMENTS IN C-CORPS
Crystal Stranger (Optic Tax, Inc)
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1.0
FREE
July 2, 2024 11:00AM EDT

§1031 TAX DEFERRED EXCHANGE ISSUES IN TODAY'S MARKET
Scott Saunders (Asset Preservation Inc)
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1.0
FREE
July 2, 2024 12:00PM EDT

THE 2024 BOI REPORT MANDATE FOR LLCs AND CORPORATIONS
Nellie Akalp (CorpNet.com)
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1.0
FREE
July 2, 2024 4:00PM EDT

GETTING SAFELY THROUGH RETIREMENT MASTER CLASS: PART 2
Dave Hall (Retirement Risk Advisors)
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2.0
FREE
July 3, 2024 4:00PM EDT

THE TOP 15 REASONS WHY PEOPLE RUN OUT OF MONEY IN RETIREMENT
Dave Hall (Retirement Risk Advisors)
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1.0
FREE
July 3, 2024 5:00PM EDT

ROTH CONVERSIONS: POTENTIAL TAX SAVINGS NOW AND IN RETIREMENT
Rizek Housari (Divergent Wealth)
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1.0
FREE
July 5, 2024 10:00AM EDT

FRAUD PREVENTION: IDENTIFYING, RESPONDING & INVESTIGATING
Marc Tassé, MBA, FCPA, FCA, CFF (University Of Ottawa)
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1.0
FREE
July 5, 2024 12:00PM EDT

ETHICS FOR ENROLLED AGENTS AND CPAs: BEST PRACTICES AND CLIENT BOUNDARIES
Angelene Wierzbic, EA, CTRS (ASTPS)
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2.0
$60.00
July 8, 2024 9:00AM EDT
ONE DATE ONLY!

THE HEALTHY ACCOUNTANT: IS YOUR LIFESTYLE A VALUABLE ASSET OR BIG LIABILITY?
Jill Myers (Yodaya Wellness)
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1.0
FREE
July 8, 2024 4:00PM EDT

CHANGING YOUR RESIDENCY
Joseph N. Endres (Hodgson Russ LLP)
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1.5
FREE
July 9, 2024 9:30AM EDT
ONE DATE ONLY!

FUNCTIONAL ALLOCATIONS AND JOINT ACTIVITIES FOR NON-PROFITS: A DEEP DIVE
Pete Finley (FORVIS)
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1.5
FREE
July 9, 2024 3:00PM EDT

SALES AND EMPLOYER TAX REGISTRATIONS: FEDERAL AND MULTI-STATE COMPLICATIONS
Nellie Akalp (CorpNet.com)
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1.0
FREE
July 10, 2024 11:00AM EDT

DON'T BE OVERCHARGED! LEVERAGE YOUR MERCHANT ACCOUNT DATA
Jeremy Layton (Verisave.com)
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1.0
FREE
July 10, 2024 4:00PM EDT

GETTING SAFELY THROUGH RETIREMENT: SOCIAL SECURITY
Dave Hall (Retirement Risk Advisors)
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2.0
FREE
July 10, 2024 4:00PM EDT

LIFE INSURANCE PLANNING IN 2024: A GUIDE FOR CPAs
Lee Slavutin, MD, CLU (Stern Slavutin 2, Inc.)
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1.5
FREE
July 10, 2024 6:00PM EDT
BRAND NEW COURSE!

FROM FLUSTERED TO FLOURISHING: MASTERING STRESS AND MAINTAINING COMPOSURE
Leo Flowers (Thrive With Leo)
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1.0
FREE
July 11, 2024 10:00AM EDT

EVOLVING RETIREMENT LAW: THE CHALLENGES, THE CHANGES & YOUR CHOICES
Dave Hall (Retirement Risk Advisors)
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1.0
FREE
July 11, 2024 2:00PM EDT

DIGITAL WORKPAPER PREP WITH TICTIE CALCULATE®
Joe Wroblewski (SafeSend)
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1.0
FREE
July 11, 2024 3:00PM EDT

COURAGEOUS LEADERSHIP: THE ETHICAL BEHAVIORS
Sandra Ford Walston (The Courage Expert)
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2.0
$60.00