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Live Webinars Self-Study CPE Archived Publications Member Resources

Live CPE Webinars

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May 15, 2024 3:00PM EDT
DASH.TAX: LEARN HOW TO USE SOFTWARE TO CLAIM R&D TAX CREDIT FOR YOUR CLIENTS
Kevin Zolriasatain (KBKG)
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1.0
FREE
May 15, 2024 3:00PM EDT
BRAND NEW COURSE!
NEXT WAVE OF FINANCE TOOLS: TECHNOLOGY, CASH MANAGEMENT & RISK MITIGATION
Dan Kang (MERCURY)
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1.0
FREE
May 15, 2024 4:00PM EDT
EVOLVING RETIREMENT LAW: THE CHALLENGES, THE CHANGES & YOUR CHOICES
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
$30.00
May 15, 2024 4:00PM EDT
HOW TO BUILD A MODERN VIRTUAL FIRM
Shahram Zarshenas (FINANCIAL CENTS)
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1.0
FREE
May 15, 2024 5:00PM EDT
TAX LEGISLATION ANALYSIS: APPLICATION OF PRINCIPLES OF GOOD TAX POLICY
Annette Nellen (SAN JOSE STATE UNIVERSITY)
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1.0
$30.00
May 15, 2024 6:00PM EDT
SELF-CARE: A PROVEN STRATEGY FOR WOMEN CPAs TO ENHANCE PERFORMANCE
Laura M. Tshilumba, CPA (LAURA M. TSHILUMBA, CPA)
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1.0
$30.00
May 16, 2024 9:00AM EDT
BRAND NEW COURSE!
TODAY'S LEADERS 2.0: ELIMINATE EXCUSES LIMITING LEADERSHIP AND TEAM PERFORMANCE
Lisa Dy CPA, MBA (BOUNDLESS POTENTIAL COACHING)
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1.0
FREE
May 16, 2024 10:00AM EDT
THE 4 SECRETS TO ONLINE CLIENT ACQUISITION TO SMASH YOUR CPA FIRM'S GROWTH GOALS
Tyler S. Clark (DREAM FIRMS)
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1.0
FREE
May 16, 2024 11:00AM EDT
CHATGPT FOR CPAs: HOW PUBLIC ACCOUNTING FIRMS ARE INCREASING PROFITS WITH AI
Mark Wickersham (MARK WICKERSHAM FCA)
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1.5
FREE
May 16, 2024 12:30PM EDT
TAX ETHICS AND BEST PRACTICES
Roby Sawyers (ROBY SAWYERS, CPA, PHD, PROFESSOR OF ACCOUNTING)
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2.0
$60.00
May 16, 2024 1:00PM EDT
BRAND NEW COURSE!
STRATEGIC MANAGEMENT OF EXEMPTION CERTIFICATES
Maria Tringali (AVALARA)
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1.0
FREE
May 16, 2024 2:00PM EDT
PRACTICE PRIORITIES FOR CPAs IN 2024
Carrie Stemke (ACCOUNTINGWEB)
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1.0
FREE
May 16, 2024 2:00PM EDT
BRAND NEW COURSE!
MAKING ACCOUNTING SEXY AGAIN
Jay Deubler (YOOZ INC.)
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1.0
FREE
May 16, 2024 3:00PM EDT
BRAND NEW COURSE!
HARNESS ENERGY EFFICIENCY: 179D, 45L, PREVAILING WAGE & INFLATION REDUCTION ACT
Mark Bacon (LEYTON)
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1.0
FREE
May 16, 2024 3:00PM EDT
BRAND NEW COURSE!
AI ADOPTION IN FINANCE: STRATEGIES FOR REDUCING RISK AND INCREASING ROI
Rhonda Greene (AVIDXCHANGE, INC.)
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1.0
FREE
May 16, 2024 4:00PM EDT
BRAND NEW COURSE!
EMPOWERING FIRM OWNERS: BOOSTING PROFITS WITH THE 40-HOUR FIRM MODEL
Shannon Vincent (RENEW GROUP)
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1.0
FREE
May 16, 2024 4:00PM EDT
BECOMING A CHERISHED ADVISOR®: DESIGNING A SUCCESSFUL TAX & CAS EXPERIENCE
Byron Patrick, CPA, CITP, CGMA, MCSE, CCA (THE B3 METHOD INSTITUTE)
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1.0
FREE
May 16, 2024 6:00PM EDT
TRUSTED ADVISORS AND MENTAL HEALTH CONCERNS: MAKING THE CASE FOR CHANGE
Martin Shenkman (SHENKMAN LAW)
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1.0
FREE
May 17, 2024 9:00AM EDT
BRAND NEW COURSE!
TAX UPDATES: TRUST MODIFICATION, BUY-SELL AGREEMENTS, FINANCING
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
$60.00
May 17, 2024 11:00AM EDT
MANAGING CHANGE MANAGEMENT BETTER: LIVING IN A VUCA WORLD
Darcy Roberts (THE MANAGEMENT COACH)
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1.0
FREE

Series

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Tax Representation
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Top Presenters 2023
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Women in Accounting
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Publications

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September 15, 2022
Whitepaper: A New Kind of Accounting Tech Stack
Dext
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FREE
January 14, 2022
Whitepaper: Investigating The Effects of the 2021 Child Tax Credit Expansion
University of Nevada Las Vegas
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FREE
July 13, 2022
Whitepaper: The Meteoric Rise of Digital Commerce
Dext
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FREE

Member Resources

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Capstan Live
Capstan Tax Strategies
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Build Value By Choice Podcast
Infinite Horizons
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The Financial Mindset Fix: Mental Health for Financial Wealth
Joyce Marter Enterprises, Inc
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$147.00
Deal: The B3 Method Institute Membership
The B3 Method Institute
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FREE
The Retirement Risk Show
Retirement Risk Advisors
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