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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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December 12, 2024 5:00PM EST
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
December 12, 2024 6:00PM EST
UNLOCK TEAM BRILLIANCE: BUILDING ENGAGEMENT, INCLUSIVITY, AND COLLABORATION
Lisa Dy CPA, MBA (BOUNDLESS POTENTIAL COACHING)
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1.0
FREE
December 13, 2024 9:00AM EST
THE HEALTHY ACCOUNTANT: IS YOUR LIFESTYLE A VALUABLE ASSET OR BIG LIABILITY?
Jill Myers (YODAYA WELLNESS)
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1.0
FREE
December 13, 2024 10:00AM EST
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
December 13, 2024 10:30AM EST
CREATING A TECH STACK FOR YOUR TAX & CLIENT ADVISORY SERVICES PRACTICE
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.5
FREE
December 13, 2024 12:00PM EST
PROFESSIONAL ETHICS FOR ENROLLED AGENTS AND OTHER TAX PRACTITIONERS
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
December 13, 2024 3:00PM EST
SOC 2 AUDITS: TOP 10 CONTROL FAILURES AND HOW TO AVOID THEM
Anurag Sharma (WITHUMSMITH+BROWN, PC)
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1.0
FREE
December 13, 2024 4:00PM EST
COURAGEOUS LEADERSHIP: THE ETHICAL BEHAVIORS
Sandra Ford Walston (THE COURAGE EXPERT)
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2.0
$60.00
December 14, 2024 11:00AM EST
THE CHANGING WORLD OF RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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4.0
FREE
December 16, 2024 9:00AM EST
THE BASICS OF NOT-FOR-PROFIT (NFP) FINANCIALS
Alexander Buchholz (PKF O'CONNOR DAVIES LLP)
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1.0
FREE
December 16, 2024 10:00AM EST
PIVOTING ON YOUR PATH
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
December 16, 2024 11:00AM EST
TAX TRANSPARENCY IN A GLOBALIZED WORLD: INTERNATIONAL INFORMATION RETURNS
Crystal Stranger (OPTIC TAX, INC)
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1.0
FREE
December 16, 2024 11:00AM EST
CHANGE MANAGEMENT AND RESTRUCTURING ORGANIZATIONS
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
December 16, 2024 12:00PM EST
ETHICS: PRACTICAL APPLICATIONS OF PROFESSIONAL STANDARDS
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
December 16, 2024 2:00PM EST
TURBOTAX LIVE: BECOME A REMOTE TAX PROFESSIONAL WITH INTUIT
Santiago Barrientos (INTUIT TURBOTAX LIVE)
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1.0
FREE
December 16, 2024 3:00PM EST
NAVIGATING BOI COMPLIANCE: IS YOUR FIRM READY TO SUPPORT CLIENTS?
Hillarie Diaz (WOLTERS KLUWER TAX & ACCOUNTING)
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1.0
FREE
December 16, 2024 3:00PM EST
RETHINKING AUTOMATION WITH THE POWER OF AI
Adam Orentlicher (WOLTERS KLUWER TAX & ACCOUNTING)
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1.0
FREE
December 16, 2024 4:00PM EST
DIGITAL ASSET INVESTIGATIONS: HOW TO READ BLOCKCHAIN INFORMATION
Mark DiMichael (CITRIN COOPERMAN)
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1.0
FREE
December 16, 2024 5:00PM EST
TAX PLANNING AND RETIREMENT: WHAT PRACTITIONERS AND RETIREES NEED TO KNOW
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
December 17, 2024 9:30AM EST
CHATGPT FOR CPAs: HOW PUBLIC ACCOUNTING FIRMS ARE INCREASING PROFITS WITH AI
Mark Wickersham (MARK WICKERSHAM FCA)
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1.5
FREE

Member Resources

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Capstan Live
Capstan Tax Strategies
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DM Disruption Podcast
The Designated Motivator
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Accounting Twins Podcast
Accounting Twins
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The Value Pricing Podcast
Mark Wickersham FCA
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Tax Help Software Six-Month Trial
Tax Mentor
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$250.00