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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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November 4, 2024 4:30PM EST
LIFE INSURANCE PLANNING IN 2024: A GUIDE FOR CPAs
Lee Slavutin, MD, CLU (STERN SLAVUTIN 2, INC.)
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1.5
FREE
November 5, 2024 11:00AM EST
§1031 TAX DEFERRED EXCHANGE ISSUES IN TODAY'S MARKET
Scott Saunders (ASSET PRESERVATION INC)
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1.0
FREE
November 5, 2024 12:00PM EST
PROFESSIONAL ETHICS FOR CPAs IN BUSINESS AND IN PUBLIC PRACTICE
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
November 5, 2024 2:00PM EST
CRYPTO TAX PLANNING: BEYOND THE BASICS & WHAT PRACTITIONERS NEED TO KNOW
Sean Stein Smith (LEHMAN COLLEGE)
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2.0
$60.00
November 5, 2024 3:00PM EST
HOW CONTROLLERS CAN KEEP FRAUD AT BAY WITH VIRTUAL CARDS AND REAL-TIME BUDGETS
Aaron Wilkinson (BILL SPEND & EXPENSE)
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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
November 6, 2024 9:00AM EST
WHAT EVERY CPA SHOULD KNOW ABOUT FUNDING COLLEGE WITHOUT SACRIFICING RETIREMENT
Jodi Bloom (CORNERSTONE COLLEGE SOLUTIONS)
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1.0
FREE
November 6, 2024 12:00PM EST
PROFESSIONAL ETHICS & CONCEPTUAL FRAMEWORK DECISION MAKING: REAL WORLD CASES
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
November 6, 2024 2:00PM EST
2024 INNOVATIONS IN 1040 ARTIFICIAL INTELLIGENCE AND MACHINE LEARNING
Ryan Whittaker (SUREPREP)
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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
November 6, 2024 4:00PM EST
GETTING SAFELY THROUGH RETIREMENT MASTER CLASS: PART 1
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
November 6, 2024 4:00PM EST
USING TAX CREDITS AND INCENTIVES TO INCREASE YOUR ADVISORY SERVICES
Randy Crabtree, CPA (TRI-MERIT SPECIALTY TAX PROFESSIONALS)
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1.0
FREE
November 6, 2024 4:00PM EST
RETIRE RIGHT SERIES: RULES OF SOCIAL SECURITY
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
November 7, 2024 9:00AM EST
BEYOND THE FBAR: NEW FINCEN REQUIREMENTS WITH HEFTY PENALTIES
Crystal Stranger (OPTIC TAX, INC)
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1.0
FREE
November 7, 2024 10:00AM EST
BEING ETHICAL IN A CORRUPT ENVIRONMENT
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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1.0
$30.00
November 7, 2024 11:00AM EST
UNETHICAL DECISIONS: BIASES, PRESSURES, AND SITUATIONAL FACTORS
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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2.0
$60.00
November 7, 2024 1:30PM EST
PUBLIC ACCOUNTANTS: ATTRACT THE RIGHT CLIENTS WITH SMART MARKETING TECHNIQUES
Christian Jones (TAXPROMARKETER)
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1.5
FREE
November 7, 2024 2:00PM EST
SUCCESSION PLANNING: IMPORTANT ASPECTS OF A SUCCESSFUL ACCOUNTING PRACTICE SALE
Todd C Steinberg (THRIVE FINANCIAL GROUP)
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1.0
FREE
November 7, 2024 4:00PM EST
GETTING SAFELY THROUGH RETIREMENT MASTER CLASS: PART 2
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
November 7, 2024 4:00PM EST
NAVIGATE THE SHIFT FROM TAX TO CAS: UNLOCK VALUE IN YOUR ACCOUNTING PRACTICE
Nicole Davis (BUTLER-DAVIS TAX & ACCOUNTING LLC)
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1.0
FREE

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Leadership
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Member Resources

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Accounting High - Freshman Year
Accounting High
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Referral Program: Melio
Melio
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32 Free Accounting Workflow Templates & Checklists
Jetpack Workflow
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FREE
Own Your Wealth Podcast
Cook Wealth Management Group
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The Boomer Briefing
Boomer Consulting, Inc.
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