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Live Webinars Self-Study CPE Archived Publications Member Resources

Live CPE Webinars

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July 10, 2024 4:00PM EDT
GETTING SAFELY THROUGH RETIREMENT: SOCIAL SECURITY
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
June 4, 2024 4:00PM EDT
GETTING SAFELY THROUGH RETIREMENT MASTER CLASS: PART 2
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
June 3, 2024 4:00PM EDT
GETTING SAFELY THROUGH RETIREMENT MASTER CLASS: PART 1
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
June 13, 2024 4:00PM EDT
GETTING BACK TO WHO YOU ARE: AUTHENTICITY
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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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 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
June 5, 2024 12:00PM EDT
BRAND NEW COURSE!
FROM ANGEL TO UNICORN: THE R&D TAX CREDIT FOR SOFTWARE DEVELOPERS AND START-UPS
Jacob Wood, JD (CAPSTAN TAX STRATEGIES)
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1.0
FREE
June 6, 2024 6:00PM EDT
FRAUD PREVENTION: IDENTIFYING, RESPONDING & INVESTIGATING
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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1.0
FREE
June 21, 2024 4:00PM EDT
FRAUD PREVENTION: IDENTIFYING, RESPONDING & INVESTIGATING
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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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
May 29, 2024 4:00PM EDT
BRAND NEW COURSE!
FORM 990: COMMON ERRORS IN TAX AND COMPLIANCE
Jeanette Verrelli (FORVIS)
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1.5
FREE
June 18, 2024 3:00PM EDT
FINDING YOUR NICHE: THREE R's TO CAREER FULFILLMENT
Questian Telka EA (REQONCILE FINANCIALS)
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1.0
FREE
May 29, 2024 12:00PM EDT
BRAND NEW COURSE!
FINDING OPPORTUNITY: IDENTIFYING SPECIALTY TAX INCENTIVE TRIGGERS
Todd French (CAPSTAN TAX STRATEGIES)
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1.0
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
June 13, 2024 5:00PM EDT
FIDUCIARY INCOME TAX REFRESHER AND UPDATE 2024
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
June 18, 2024 1:00PM EDT
EXCEL TIPS & TRICKS: BEYOND THE BASICS
Jim Cline (EXCELCEO)
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1.5
FREE
June 4, 2024 1:00PM EDT
EXCEL TIPS & TRICKS: BEYOND THE BASICS
Jim Cline (EXCELCEO)
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1.5
FREE
June 6, 2024 5:00PM EDT
EXCEL: 3 SIMPLE WAYS TO IMPROVE RELIABILITY
Jeff Lenning, CPA, CITP (EXCEL UNIVERSITY)
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1.5
FREE
June 21, 2024 2:00PM EDT
EXCEL: 3 NINJA-LEVEL SKILLS
Jeff Lenning, CPA, CITP (EXCEL UNIVERSITY)
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1.0
FREE
June 12, 2024 4:00PM EDT
EVOLVING RETIREMENT LAW: THE CHALLENGES, THE CHANGES & YOUR CHOICES
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE

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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Datasheet: Vendor Management Services
Quantivate
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FREE
Print Edition: Business, Balance & Bliss
The B3 Method Institute
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$14.35
Ebook: Shifting Your Mindset - How to Grow and Scale a Modern Accounting Firm
BILL
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FREE
Ebook: How to Level-Up Client Services
Rightworks
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FREE
Ebook: CPA Cybersecurity Checklist
Rightworks
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FREE

Member Resources

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Fee
Divvy Offers the Credit & Software Your Business Needs to Thrive
BILL Spend & Expense
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Tax Help Software Six-Month Trial
Tax Mentor
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$250.00
The Unique CPA
Tri-Merit Specialty Tax Professionals
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32 Free Accounting Workflow Templates & Checklists
Jetpack Workflow
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FREE
The CPA Advisory Show
Chris Hervochon, CPA, CVA, LLC
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