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Live Webinars Self-Study CPE Archived Publications Member Resources

Live CPE Webinars

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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 28, 2024 10:00AM EDT
ETHICS: THIS IS HOW TO LEAD BY EXAMPLE
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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2.0
$60.00
June 29, 2024 11:00AM EDT
THE CHANGING WORLD OF RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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4.0
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
July 3, 2024 5:00PM EDT
ROTH CONVERSIONS: POTENTIAL TAX SAVINGS NOW AND IN RETIREMENT
Rizek Housari (DIVERGENT WEALTH)
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1.0
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 8, 2024 4:00PM EDT
CHANGING YOUR RESIDENCY
Joseph N. Endres (HODGSON RUSS LLP)
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1.5
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 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 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 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 6:00PM EDT
BRAND NEW COURSE!
FROM FLUSTERED TO FLOURISHING: MASTERING STRESS AND MAINTAINING COMPOSURE
Leo Flowers (THRIVE WITH LEO)
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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 11, 2024 2:00PM EDT
DIGITAL WORKPAPER PREP WITH TICTIE CALCULATE®
Joe Wroblewski (SAFESEND)
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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 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 15, 2024 5:00PM EDT
ROTH CONVERSIONS: POTENTIAL TAX SAVINGS NOW AND IN RETIREMENT
Rizek Housari (DIVERGENT WEALTH)
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1.0
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 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 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

Series

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Marketing, Sales, and Business Development
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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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Publications

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Ebook: Bookkeeping Meets AI - Trends and Predictions
Botkeeper
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FREE
Datasheet: Vendor Management Services
Quantivate
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FREE
Ebook: Growing Your Firm Like a Pro
BILL
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FREE
Ebook: How to push the limits of QuickBooks Online with Method:CRM
Method
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FREE
Ebook: The Accountant’s Guide to Resolving Tax Debts
Tax Rep Network
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$84.15

Member Resources

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Fee
Bookkeepers: Earn more income. Set your hours. Work remotely.
Intuit QuickBooks Live
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Powered Path Program: Your Tool for Reflection, Planning, & Prioritization!
RaderCo
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$179.10
150 IRS Response Letter Templates
ASTPS
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$80.00
The Boomer Briefing
Boomer Consulting, Inc.
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The Retirement Risk Show
Retirement Risk Advisors
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