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Live Webinars Self-Study CPE Archived Publications Member Resources

Live CPE Webinars

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April 18, 2024 4:00PM EDT
FINDING BIGFOOT: HOW TO REMOVE THE MYSTERY FOR YOUR BENEFICIARIES
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
$25.00
April 18, 2024 4:00PM EDT
REVAMP ACCOUNTS PAYABLE: MODERN METHODS TO STREAMLINE & AUTOMATE YOUR PROCESS
Gilberto "Cep" Cenavia (BILL)
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1.0
FREE
April 19, 2024 9:00AM EDT
BIG GOALS? NO FEAR! A STRESS-FREE GUIDE FOR PROFESSIONAL LEADERS
Lisa Dy CPA, MBA (BOUNDLESS POTENTIAL COACHING)
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1.0
FREE
April 19, 2024 10:00AM EDT
BRAND NEW COURSE!
FEDERAL TAX UPDATE (INCLUDING RECENT COURT CASES AND RULINGS) MARCH 2024
David De Jong, CPA (STEIN SPERLING BENNETT DE JONG DRISCOLL PC)
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1.0
$25.00
April 19, 2024 10:30AM EDT
IRS OFFERS IN COMPROMISE: A CASE STUDY - CONDENSED VERSION
E. Martin Davidoff (PRAGER METIS CPAS, LLC)
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1.5
$45.00
April 19, 2024 11:00AM EDT
INTRODUCTION TO LIFE INSURANCE IN 2024
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
April 19, 2024 12:00PM EDT
CLIENT ACQUISITION 2.0: GOING BEYOND REFERRALS TO BUILD YOUR DREAM CPA FIRM
Tyler S. Clark (DREAM FIRMS)
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1.0
FREE
April 19, 2024 1:00PM EDT
WHAT CPAs AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.5
$45.00
April 19, 2024 3:00PM EDT
CREATIVE THINKING AND CREATIVE PROBLEM SOLVING
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
$25.00
April 19, 2024 4:00PM EDT
UNDERSTANDING SCHEDULE C AUDITS
LG Brooks, EA, CTRS, NTPI Fellow (ASTPS)
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1.0
FREE
April 20, 2024 11:00AM EDT
THE CHANGING WORLD OF RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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4.0
FREE
April 22, 2024 9:30AM EDT
STRUCTURING UNITED STATES INVESTMENTS BY FOREIGN TAXPAYERS
Patrick McCormick, JD, LLM (MCCORMICK TAX, P.C.)
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1.5
FREE
April 22, 2024 11:00AM EDT
AN ADVANCED LOOK INTO LONG-TERM CARE IN 2024
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
April 22, 2024 12:00PM EDT
SUCCESSION PLANNING: IMPORTANT ASPECTS OF A SUCCESSFUL ACCOUNTING PRACTICE SALE
Todd C Steinberg (THRIVE FINANCIAL GROUP)
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1.0
FREE
April 22, 2024 1:30PM EDT
BRAND NEW COURSE!
HOW TO SLOW DOWN YOUR FIRM, BUT NOT YOUR REVENUE
Alex Meschi (SAM)
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1.0
FREE
April 22, 2024 4:00PM EDT
MANAGING COMPLEXITY IN A MODERN FIRM
Mark McAndrew (WOLTERS KLUWER TAX & ACCOUNTING)
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1.0
FREE
April 22, 2024 4:00PM EDT
PARTNERSHIP HARMONY: BETTER COMMUNICATION, WORKLOAD BALANCE & PROBLEM RESOLUTION
Sia Kal (FY USA LLC)
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1.0
FREE
April 22, 2024 5:00PM EDT
USE THE IRS TO GET THE IRS OUT OF YOUR RETIREMENT
Mary Read CPC, CPFA, QPA (ELIMINATE HIDDEN FEES)
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1.0
FREE
April 23, 2024 9:00AM EDT
BRAND NEW COURSE!
SECTION 174 R&D CAPITALIZATION REGULATIONS: COMPLIANCE AND REGULATION UPDATES
Crystal Stranger (OPTIC TAX, INC)
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1.0
FREE
April 23, 2024 9:30AM EDT
BRAND NEW COURSE!
CHATGPT FOR CPAs: HOW PUBLIC ACCOUNTING FIRMS ARE INCREASING PROFITS WITH AI
Mark Wickersham (MARK WICKERSHAM FCA)
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1.5
FREE

Publications

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Ebook: Remote Work for Accounting Firms
Rightworks
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FREE
Print Edition: Business, Balance & Bliss
The B3 Method Institute
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$14.35
Ebook: Make Client Accounting Services a Win-Win for You and Your Clients
AccountantsWorld, LLC
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FREE
Ebook: 7 Simple Ways to Provide Value to Your Clients
Justworks
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FREE
Ebook: 2021 Guide To Financial Security: Accounting Systems
Accounting Seed
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FREE

Member Resources

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Fee
Latino Tax Fest 2024
Latino Tax Professionals Association
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$449.00
The Retirement Risk Show
Retirement Risk Advisors
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150 IRS Response Letter Templates
ASTPS
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$80.00
Accounting Today Podcast
Accounting Today
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Deal: The B3 Method Institute Membership
The B3 Method Institute
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FREE