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Live Webinars Self-Study CPE Archived Publications Member Resources

Live CPE Webinars

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July 23, 2024 9:00AM EDT
PASS-THROUGH ENTITIES HELD BY TRUSTS
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
July 19, 2024 9:00AM EDT
FIDUCIARY INCOME TAX REFRESHER AND UPDATE 2024
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
July 16, 2024 3:00PM EDT
CRYPTO TAX PLANNING: BEYOND THE BASICS & WHAT PRACTITIONERS NEED TO KNOW
Sean Stein Smith (LEHMAN COLLEGE)
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2.0
$60.00
July 15, 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 11, 2024 5:00PM EDT
HOW TO SHIFT INCOME TO BENEFICIARIES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
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 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 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 4:00PM EDT
GETTING SAFELY THROUGH RETIREMENT: SOCIAL SECURITY
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
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 9, 2024 9:30AM EDT
FUNCTIONAL ALLOCATIONS AND JOINT ACTIVITIES FOR NON-PROFITS: A DEEP DIVE
Pete Finley (FORVIS)
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1.5
FREE
July 8, 2024 4:00PM EDT
CHANGING YOUR RESIDENCY
Joseph N. Endres (HODGSON RUSS LLP)
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1.5
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 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
June 29, 2024 11:00AM EDT
THE CHANGING WORLD OF RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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4.0
FREE
June 27, 2024 2:00PM EDT
ERASE CLIENT FRUSTRATION WITH AUTOMATED TAX RETURN DELIVERY THEY'LL ADOPT
Joe Wroblewski (SAFESEND)
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1.0
FREE
June 27, 2024 9:00AM EDT
ETHICS AND COMPLIANCE: ADAPTING TO THE NEW REALITY
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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1.0
$30.00
June 26, 2024 2:00PM EDT
STREAMLINE YOUR 1040 PROCESS WITH A LEAN TECH STACK
Scott Keil (THOMSON REUTERS)
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1.0
FREE
June 26, 2024 12:00PM EDT
REVOLUTIONIZING AP AUTOMATION: MAKERSHUB vs. BILL.COM
Ted McRae (MAKERSHUB)
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1.0
FREE
June 26, 2024 12:00PM EDT
PROFESSIONAL ETHICS & CONCEPTUAL FRAMEWORK DECISION MAKING: REAL WORLD CASES
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00

Series

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Excel
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International Focus
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IRS Classes
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Leadership
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Marketing, Sales, and Business Development
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Publications

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Ebook: How to push the limits of QuickBooks Online with Method:CRM
Method
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FREE
Ebook: Grow Your Business With a Better Contractor Experience
gigwage.com
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FREE
Ebook + Print Edition: Insider's Guide to IRS Offers-in-Compromises
Tax Rep Network
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$126.00
Ebook: Top 40 Tax Planning Opportunities For 2024
Keebler & Associates, LLP
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$159.00
Ebook: Special Book Combo!
Tax Rep Network
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$138.00

Member Resources

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Fee
Deal: The B3 Method Institute Membership
The B3 Method Institute
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FREE
32 Free Accounting Workflow Templates & Checklists
Jetpack Workflow
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FREE
Tax Notes Talk
Tax Notes
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DWealth Muse
DWealth Education
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Advance Your Excel Skills: Earn 124 CPE For Less Than $6 Per Credit Hour
Excel University
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$520.00