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Live CPE Webinars

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October 3, 2024 4:00PM EDT
WHAT CPAs AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.5
FREE
October 4, 2024 9:00AM EDT
THE INS AND OUTS OF FIRPTA: FOREIGN INVESTMENT IN U.S. REAL PROPERTY
Patrick McCormick, JD, LLM (MCCORMICK TAX, P.C.)
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1.0
FREE
October 4, 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
October 4, 2024 11:00AM EDT
CHANGE MANAGEMENT AND RESTRUCTURING ORGANIZATIONS
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
October 4, 2024 12:00PM EDT
IRS PRESENTING: CIRCULAR 230 PROFESSIONAL RESPONSIBILITY IN TODAY'S TAX PRACTICE
Sharyn M. Fisk (IRS)
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2.0
FREE
October 4, 2024 1:00PM EDT
CLIENT ACQUISITION 2.0: GOING BEYOND REFERRALS TO BUILD YOUR DREAM CPA FIRM
Tyler Clark (DREAM FIRMS)
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1.0
FREE
October 4, 2024 3:00PM EDT
ANNUITIES: MYTHS AND MISTAKES TO AVOID IN 2024
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
October 7, 2024 9:00AM EDT
PHILANTHROPY 101: TRENDS, INSIGHTS, AND PLANNING FOR CHARITABLE GIVING
Katie Collins (PATHWAY PHILANTHROPIC SOLUTIONS)
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1.0
FREE
October 7, 2024 10:00AM EDT
BEYOND THE FBAR: NEW FINCEN REQUIREMENTS WITH HEFTY PENALTIES
Crystal Stranger (OPTIC TAX, INC)
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1.0
FREE
October 7, 2024 11:00AM EDT
WORK WELL REMOTELY: HEALTHY HABITS AT HOME
Marcey Rader CSP (RADERCO)
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1.0
FREE
October 7, 2024 11:00AM EDT
5 STEPS TO SECURE, STREAMLINE, AND GROW YOUR FIRM WITH BUSINESS ADVISORY
Matt Solomon (THE CENTER FOR ENLIGHTENED BUSINESS)
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1.0
FREE
October 7, 2024 4:00PM EDT
GETTING SAFELY THROUGH RETIREMENT MASTER CLASS: PART 1
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
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
October 7, 2024 4:00PM EDT
NO SEATS AVAILABLE
NEXUS BASICS AND THE MTC MULTISTATE VOLUNTARY DISCLOSURE PROGRAM
Richard Cram (MULTISTATE TAX COMMISSION)
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1.0
FREE
October 7, 2024 5:00PM EDT
GIG WORKERS: TAX RULES AND POLICY CONSIDERATIONS
Annette Nellen (SAN JOSE STATE UNIVERSITY)
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1.0
FREE
October 8, 2024 10:00AM EDT
ETHICS WEBINAR FOR WOMEN: SELF-ESTEEM MATTERS
Robbie Glantz (GLANTZ & ASSOCIATES, LLC)
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2.0
$60.00
October 8, 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
October 8, 2024 12:00PM EDT
HOW THE TOP 1% OF FIRMS ATTRACT $3,000-$15,000/MO CLIENTS
Matt Solomon (THE CENTER FOR ENLIGHTENED BUSINESS)
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1.0
FREE
October 8, 2024 12:00PM EDT
PROFESSIONAL ETHICS FOR CPAs IN BUSINESS AND IN PUBLIC PRACTICE
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
October 8, 2024 12:00PM EDT
INTRODUCTION TO INTUIT LACERTE: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE

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Member Resources

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Referral Program: Melio
Melio
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Build Value By Choice Podcast
Infinite Horizons
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Own Your Wealth Podcast
Cook Wealth Management Group
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Accounting Twins Podcast
Accounting Twins
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The Boomer Briefing
Boomer Consulting, Inc.
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