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Live Webinars Self-Study CPE Archived Publications Member Resources

Live CPE Webinars

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May 20, 2024 10:00AM EDT
UNDERSTANDING MONEY TYPES: A COURSE FOR ADVISORS
Robina Bennion, CPA (ROBINA BENNION)
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1.0
FREE
May 20, 2024 11:00AM EDT
PIVOTING ON YOUR PATH
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
May 20, 2024 12:00PM EDT
BRAND NEW COURSE!
ETHICS: THE HIDE AND SEEK GAME OF OFFSHORE FINANCE AND CIRCULAR 230 ETHICS
Crystal Stranger (OPTIC TAX, INC)
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2.0
$60.00
May 20, 2024 4:00PM EDT
BRAND NEW COURSE!
SOC 2 AUDITS: TOP 10 CONTROL FAILURES AND HOW TO AVOID THEM
Anurag Sharma (WITHUMSMITH+BROWN, PC)
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1.0
FREE
May 20, 2024 5:00PM EDT
PASS-THROUGH ENTITIES HELD BY TRUSTS
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
May 21, 2024 10:00AM EDT
FINDING BIGFOOT: HOW TO REMOVE THE MYSTERY FOR YOUR BENEFICIARIES
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
May 21, 2024 11:00AM EDT
BRAND NEW COURSE!
E-COMMERCE FOR CFOs AND CPAs: 6 THINGS ABOUT SHOPIFY THAT CAN HURT YOU
Dawn Brolin, CPA, CFE (THE DESIGNATED MOTIVATOR)
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1.0
FREE
May 21, 2024 12:00PM EDT
INTRODUCTION TO INTUIT LACERTE: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
May 21, 2024 1:00PM EDT
EXCEL TIPS & TRICKS: BEYOND THE BASICS
Jim Cline (EXCELCEO)
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1.5
FREE
May 21, 2024 1:00PM EDT
FINDING YOUR FLOW IN CONSTANT CHAOS
Will Hill (WILL HILL CONSULTS)
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1.0
FREE
May 21, 2024 3:00PM EDT
INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
May 21, 2024 5:00PM EDT
RETIRE RIGHT SERIES: NINE MISTAKES TO AVOID IN RETIREMENT
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
May 22, 2024 10:00AM EDT
EQ: WHERE THE RUBBER MEETS THE ROAD!
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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1.0
FREE
May 22, 2024 11:00AM EDT
5 CREDIT CARD PROCESSOR TACTICS THAT WASTE YOUR MONEY
Jeremy Layton (VERISAVE.COM)
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1.0
FREE
May 22, 2024 12:00PM EDT
ETHICS: THIS IS HOW TO LEAD BY EXAMPLE
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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2.0
$60.00
May 22, 2024 12:00PM EDT
REVOLUTIONIZING AP AUTOMATION: MAKERSHUB vs. BILL.COM
Ted McRae (MAKERSHUB)
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1.0
FREE
May 22, 2024 2:00PM EDT
INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
May 22, 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
May 23, 2024 9:00AM EDT
BEING ETHICAL IN A CORRUPT ENVIRONMENT
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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1.0
$30.00
May 23, 2024 12:00PM EDT
ETHICS: UNETHICAL FINANCIAL BEHAVIOR AND FUNDAMENTALS OF INTERNAL INVESTIGATION
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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2.0
$60.00

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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Tax Representation
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Publications

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Fee
Ebook: CPA Cybersecurity Checklist
Rightworks
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FREE
Ebook: The Insider’s Guide to Tax Liens and Tax Levies
Tax Rep Network
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$84.15
Ebook: 7 Simple Ways to Provide Value to Your Clients
Justworks
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FREE
Ebook: 4 Ways to Make the Most of QuickBooks Online with a CRM
Method
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FREE
Ebook: Double Your Accounting Firm
Jetpack Workflow
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FREE

Member Resources

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Fee
Capstan Live
Capstan Tax Strategies
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Become an Accountant Referral Partner
BILL
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RightNOW
Rightworks
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$1,495.00
Firm Growth Forum 2024
Accounting Today
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$795.00
Deal: The B3 Method Institute Membership
The B3 Method Institute
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FREE