Fee
Member Resources
Archived Webinars
Please Note: Archived webinars do not qualify for CPE
December 11, 2023
THE CHERISHED ADVISOR®: THE SIMPLE SALES PROCESS
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
1.0
FREE
December 11, 2023
NAVIGATING FAMILY OFFICE COMPLEXITY: SOLUTIONS FOR TOMORROW'S WEALTH MANAGEMENT
Kimberly Blascoe (CPA.COM)
Kimberly Blascoe (CPA.COM)
1.0
FREE
December 11, 2023
GIFT TAX RETURN ADEQUATE DISCLOSURE; CONSTRUCTIVE DIVIDEND; TRANSFEREE LIABILITY
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
1.5
FREE
December 11, 2023
1.0
FREE