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Live Webinars Self-Study CPE Archived Publications Member Resources

Live CPE Webinars

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May 29, 2024 2:00PM EDT
BRAND NEW COURSE!
MAXIMIZING TAX ADVISORY TOOLS WITH REASONABLE COMPENSATION STRATEGIES
Geni Whitehouse, CPA, CITP, CSPM (THE IMPACTFUL ADVISOR)
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1.0
FREE
May 31, 2024 11:00AM EDT
MAXIMIZING SOCIAL SECURITY AS A FOUNDATION FOR RETIREMENT INCOME PLANNING
Rob Belcuore (CPA RETIREMENT SOLUTIONS)
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1.0
FREE
June 13, 2024 3:00PM EDT
MAXIMIZING PROFITABILITY: RIGHTSIZING STRATEGIES FOR TAX/ACCOUNTING FIRM OWNERS
Amanda Aguillard, CPA, COO (PADGETT)
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1.0
FREE
June 5, 2024 1:00PM EDT
MAXIMIZING PROFITABILITY: RIGHTSIZING STRATEGIES FOR TAX/ACCOUNTING FIRM OWNERS
Amanda Aguillard, CPA, COO (PADGETT)
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1.0
FREE
June 25, 2024 11:00AM EDT
MAXIMIZING PROFITABILITY: RIGHTSIZING STRATEGIES FOR TAX/ACCOUNTING FIRM OWNERS
Amanda Aguillard, CPA, COO (PADGETT)
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1.0
FREE
May 30, 2024 2:00PM EDT
BRAND NEW COURSE!
MAXIMIZE CLIENT ADOPTION OF YOUR FIRM'S 1040 TECHNOLOGY INITIATIVES
Carrie Bellinger (THOMSON REUTERS)
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1.0
FREE
May 29, 2024 1:00PM EDT
BRAND NEW COURSE!
MASTER RISK ASSESSMENT FOR PEER REVIEW EXCELLENCE
Andrea Hearn (WOLTERS KLUWER TAX & ACCOUNTING)
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1.0
FREE
June 6, 2024 10:00AM EDT
BRAND NEW COURSE!
LLC TAX ESSENTIALS: UNPACKING RECENT CHANGES FOR CLIENT IMPACTS
Crystal Stranger (OPTIC TAX, INC)
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2.0
$60.00
June 4, 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 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
June 13, 2024 10:30AM EDT
BRAND NEW COURSE!
LIENS & IRS COLLECTION APPEALS: NUANCES & OPPORTUNITIES IN APPEALS COLLECTION
E. Martin Davidoff (PRAGER METIS CPAS, LLC)
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1.5
FREE
June 6, 2024 1:00PM EDT
BRAND NEW COURSE!
IRS REPRESENTATION: HOW TO DEAL WITH IRS REVENUE OFFICERS
Parham Khorsandi, Esq. (ROZ STRATEGIES)
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1.0
FREE
June 7, 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
June 3, 2024 4:00PM EDT
BRAND NEW COURSE!
INTRODUCTION TO SOC REPORTING: TYPES, BENEFITS, AND USE CASES
Scott Mahoney (WITHUMSMITH+BROWN, PC)
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1.0
FREE
June 19, 2024 2:00PM EDT
INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
May 29, 2024 2:00PM EDT
INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
June 5, 2024 2:00PM EDT
INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
June 12, 2024 2:00PM EDT
INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
June 4, 2024 3:00PM EDT
INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
June 18, 2024 3:00PM EDT
INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE

Series

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Mental Health
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Real Estate Taxation
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Research and Development Tax Credit
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Retirement Planning
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Spanish Language Classes
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Publications

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Fee
Ebook: 7 Simple Ways to Provide Value to Your Clients
Justworks
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FREE
Datasheet: Vendor Management Services
Quantivate
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FREE
Ebook: Shifting Your Mindset - How to Grow and Scale a Modern Accounting Firm
BILL
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FREE
Ebook: The Accountant’s Guide to IRS Collection
Tax Rep Network
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$84.15
Print Edition: Business, Balance & Bliss
The B3 Method Institute
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$14.35

Member Resources

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Fee
Cannabis Accounting Podcast
DOPE CFO
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The CPA Advisory Show
Chris Hervochon, CPA, CVA, LLC
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The Retirement Risk Show
Retirement Risk Advisors
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Be a Part of the Virtual Network
Intuit TurboTax Live
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Divvy Offers the Credit & Software Your Business Needs to Thrive
BILL Spend & Expense
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