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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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December 5, 2024 4:00PM EST
IRAs AND THE SECURE ACT: PLANNING FOR POST-MORTEM DISTRIBUTIONS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.0
FREE
November 5, 2024 5:00PM EST
IRAs AND THE SECURE ACT: PLANNING FOR POST-MORTEM DISTRIBUTIONS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.0
FREE
October 24, 2024 4:00PM EDT
IRAs AND THE SECURE ACT: PLANNING FOR POST-MORTEM DISTRIBUTIONS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.0
FREE
October 3, 2024 10:00AM EDT
IRAs AND THE SECURE ACT: PLANNING FOR POST-MORTEM DISTRIBUTIONS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.0
FREE
October 16, 2024 2:00PM EDT
INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
October 30, 2024 2:00PM EDT
INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
October 2, 2024 2:00PM EDT
INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
September 25, 2024 2:00PM EDT
INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
October 9, 2024 2:00PM EDT
INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
October 8, 2024 3:00PM EDT
INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
October 8, 2024 12:00PM EDT
INTRODUCTION TO INTUIT LACERTE: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
September 27, 2024 10:00AM EDT
INTERNATIONAL TAX: ALL ABOUT FOREIGN TRUSTS
Patrick McCormick, JD, LLM (MCCORMICK TAX, P.C.)
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1.0
FREE
September 25, 2024 4:00PM EDT
BRAND NEW COURSE!
INSURANCE MARKETPLACE SHIFTS AND EFFECTS: WHAT PRACTITIONERS NEED TO KNOW
Patti Clement-Essertier (HUB INTERNATIONAL LIMITED)
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1.0
FREE
October 23, 2024 3:00PM EDT
HOW TO TALK TO YOUR CLIENTS ABOUT TAX PREPARATION OUTSOURCING AND 7216 CONSENT
Pete Miele (THOMSON REUTERS)
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1.0
FREE
November 6, 2024 3:00PM EST
HOW TO START A CFO SERVICE THAT GETS REAL RESULTS
Adam Lean (THE CFO PROJECT)
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1.0
FREE
October 7, 2024 4:00PM EDT
HOW TO SLOW DOWN YOUR FIRM, BUT NOT YOUR REVENUE
Alex Meschi (SAM)
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1.0
FREE
September 23, 2024 1:00PM EDT
HOW TO SLOW DOWN YOUR FIRM, BUT NOT YOUR REVENUE
Alex Meschi (SAM)
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1.0
FREE
October 8, 2024 4:00PM EDT
HOW TO HANDLE UNCOMFORTABLE SITUATIONS EFFECTIVELY
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
December 4, 2024 3:00PM EST
HOW TO DOUBLE YOUR FIRM'S REVENUE THROUGH ADVISORY SERVICES
Adam Lean (THE CFO PROJECT)
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1.0
FREE
September 24, 2024 3:00PM EDT
HOW TO CALCULATE REASONABLE COMPENSATION: RCREPORTS DEMONSTRATION
Robert Southworth (RCREPORTS, INC.)
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1.0
FREE

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Estate Planning
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Member Resources

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Tax Help Software Six-Month Trial
Tax Mentor
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$250.00
Powered Path Program: Your Tool for Reflection, Planning, & Prioritization!
RaderCo
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$90.00
Oh My Fraud
Greg Kyte & Caleb Newquist
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Share QuickBooks Company Files Hassle Free With Qbox
Basil, by CoralTree
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PASS into Retirement
Longevity Capital Management LLC
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$750.00