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Live Webinars Self-Study CPE Archived Publications Member Resources

Live CPE Webinars

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June 26, 2024 11:00AM EDT
DON'T BE OVERCHARGED! LEVERAGE YOUR MERCHANT ACCOUNT DATA
Jeremy Layton (VERISAVE.COM)
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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 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 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 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 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 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

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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Spanish Language Classes
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Publications

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Fee
Ebook: 7 Simple Ways to Provide Value to Your Clients
Justworks
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FREE
Ebook: How to Level-Up Client Services
Rightworks
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FREE
Ebook + Print Edition: The Accountant’s Guide to IRS Collection
Tax Rep Network
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$126.00
Ebook: Growing Your Firm Like a Pro
BILL
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FREE
Ebook + Print Edition: Guide to Resolving Payroll Taxes & Personal Liability
Tax Rep Network
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$126.00

Member Resources

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Fee
The Growth Minded Accountant
CountingWorks PRO
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150 IRS Response Letter Templates
ASTPS
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$80.00
Bridging the Gap 2024 Conference
Tri-Merit Specialty Tax Professionals
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$1,299.00
DM Disruption Podcast
The Designated Motivator
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The Appy Hour
The Appy Hour
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