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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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April 23, 2025 2:00PM EDT
BRAND NEW COURSE!
USING AI AND AUTOMATION TO CUT TAX PREPARATION TIME IN HALF
Daniel Fritz (SMARTVAULT)
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1.0
FREE
April 23, 2025 3:00PM EDT
BRAND NEW COURSE!
THE PATH TO $192K: HOW TO CONFIDENTLY PROVIDE IN-DEMAND CFO ADVISORY SERVICES
Adam Lean (THE CFO PROJECT)
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1.0
FREE
April 23, 2025 4:00PM EDT
IRS FORMS 1041/706/709: BEYOND THE NUMBERS FOR ESTATE & INCOME TAX ELECTIONS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.5
$45.00
April 24, 2025 11:00AM EDT
INVESTING: NAVIGATING STOCK MARKET VOLATILITY AND FEES IN 2025
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
April 24, 2025 12:00PM EDT
THE PROVEN PROCESS TO HIRE AMAZING EMPLOYEES FOR YOUR ACCOUNTING FIRM
Marine Clark (DREAM FIRMS)
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1.0
FREE
April 24, 2025 12:00PM EDT
FROM BOTTLENECK TO BREAKTHROUGH: TRANSFORM YOUR TAX PREP PROCESS
Scott Keil (THOMSON REUTERS)
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1.0
FREE
April 24, 2025 1:00PM EDT
BRAND NEW COURSE!
HOW TO HANDLE DIFFICULT CLIENTS: PRACTICAL STRATEGIES FOR A SUCCESSFUL FIRM
Mucki Sobania (THOMSON REUTERS)
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1.0
FREE
April 24, 2025 1:00PM EDT
THE TAX SEASON GUIDE: PROTECT YOUR FIRM & YOUR SANITY WITH STRATEGIC OUTSOURCING
Todd Steinberg (GKM TAX INC.)
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1.0
FREE
April 24, 2025 2:00PM EDT
7 DIGITAL MARKETING STRATEGIES FOR CPAs TO DOMINATE ONLINE
Christian Jones (TAXPROMARKETER)
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1.0
FREE
April 24, 2025 3:00PM EDT
SPEND & EXPENSE AUTOMATION: BEST PRACTICES AND SAFEGUARDS FOR FIRMS
Donny Shimamoto (INTRAPRISETECHKNOWLOGIES LLC)
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1.0
FREE
April 24, 2025 4:00PM EDT
ROTH CONVERSIONS: NOT JUST FOR THE YOUNG AT HEART
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
April 24, 2025 6:00PM EDT
NET UNREALIZED APPRECIATION IN YOUR 401(k): MAXIMIZING RETIREMENT WEALTH
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 25, 2025 9:00AM EDT
REWIRE YOUR THINKING: PRACTICAL STRATEGIES TO OVERCOME NEGATIVITY
Lisa Dy CPA, MBA (BOUNDLESS POTENTIAL COACHING)
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1.0
FREE
April 25, 2025 10:00AM EDT
UNDERSTANDING PORTABILITY: TAX-EFFICIENT WEALTH TRANSFER STRATEGIES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.0
FREE
April 25, 2025 11:00AM EDT
HOW TO HANDLE UNCOMFORTABLE SITUATIONS EFFECTIVELY
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
April 25, 2025 12:00PM EDT
HOW SMALL PUBLIC ACCOUNTING FIRMS CAN DOMINATE GOOGLE
Christian Jones (TAXPROMARKETER)
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1.0
FREE
April 25, 2025 1:00PM EDT
BRAND NEW COURSE!
THE TOP PITFALLS CPAs & CFOs MAKE WHEN SERVING THE CANNABIS INDUSTRY
Andrew Hunzicker, CPA (DOPE CFO)
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1.0
FREE
April 25, 2025 2:00PM EDT
HOW INTROVERTED ACCOUNTANTS CRUSH SALES WITHOUT USING HIGH PRESSURE TACTICS
Tyler Clark (DREAM FIRMS)
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1.0
FREE
April 25, 2025 2:00PM 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
April 25, 2025 3:00PM EDT
BRAND NEW COURSE!
ASCEND LEADERSHIP MONTHLY: CONFIDENT DECISION-MAKING
Jina Etienne, CPA, CGMA, CDE® (ETIENNE CONSULTING)
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1.0
FREE

Member Resources

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The Unique CPA
Tri-Merit Specialty Tax Professionals
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The Tech Talk for Accountants Show
Andrew Lassise
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Simply Tax Podcast
Forvis Mazars
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The Soul of Enterprise: Business in the Knowledge Economy
The Soul of Enterprise
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Accounting Podcast
The Accounting Podcast
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