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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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May 15, 2025 4:00 PM EDT
ROTH CONVERSIONS: STRATEGIES FOR NAVIGATING 2025 TAX CHANGES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.5
FREE
May 16, 2025 9:00 AM EDT
ETHICS: UNETHICAL FINANCIAL BEHAVIOR AND FUNDAMENTALS OF INTERNAL INVESTIGATION
Marc Tassé, MBA, FCPA, FCA, FCG, CFF (UNIVERSITY OF OTTAWA)
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2.0
$60.00
May 16, 2025 11:00 AM EDT
DEVELOPING YOUR 30-DAY PERSONAL PURPOSE PLAN
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
May 16, 2025 3:00 PM EDT
LIENS & IRS COLLECTION APPEALS: NUANCES & OPPORTUNITIES IN APPEALS COLLECTION
E. Martin Davidoff (PRAGER METIS CPAS, LLC)
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1.5
FREE
May 17, 2025 11:00 AM EDT
THE CHANGING WORLD OF RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
May 20, 2025 10:00 AM EDT
ELEVATE YOUR FOCUS: DEFEAT DISTRACTIONS FOR PEAK PERFORMANCE
Marcey Rader CSP (RADERCO)
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1.0
FREE
May 20, 2025 1:00 PM EDT
FROM BOTTLENECK TO BREAKTHROUGH: TRANSFORM YOUR TAX PREP PROCESS
Scott Keil (THOMSON REUTERS)
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1.0
FREE
May 20, 2025 2:00 PM EDT
FOCUS ON GROWTH: BENEFITS OF OUTSOURCING ACCOUNTING & TAX SERVICES
Todd Steinberg (GKM TAX INC.)
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1.0
FREE
May 20, 2025 2:30 PM EDT
7 DIGITAL MARKETING STRATEGIES FOR CPAs TO DOMINATE ONLINE
Christian Jones (TAXPROMARKETER)
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1.0
FREE
May 20, 2025 4:00 PM EDT
RETIRE WITH PURPOSE, LEAVE A LEGACY: RISK-BASED PLANNING IS THE KEY TO SUCCESS
Dave Hall (RETIREMENT RISK ADVISORS)
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1.5
FREE
May 20, 2025 4:00 PM EDT
WHAT EVERY CPA SHOULD KNOW ABOUT FUNDING COLLEGE WITHOUT SACRIFICING RETIREMENT
Jodi Bloom (CORNERSTONE COLLEGE SOLUTIONS)
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1.0
FREE
May 20, 2025 5:00 PM EDT
USE YOUR NATURAL ABILITIES TO ALLEVIATE STRESS
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
May 21, 2025 9:00 AM EDT
ETHICAL GOVERNANCE AND INTEGRITY IN INTERNAL AUDITING
Marc Tassé, MBA, FCPA, FCA, FCG, CFF (UNIVERSITY OF OTTAWA)
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2.0
$60.00
May 21, 2025 10:00 AM EDT
TOP 10 MISTAKES IDENTIFIED IN OUR NON-PROFIT AUDITS
Neely Duncan, CPA, CFE (FORVIS MAZARS)
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1.5
FREE
May 21, 2025 12:00 PM EDT
PROFESSIONAL ETHICS FOR ENROLLED AGENTS AND OTHER TAX PRACTITIONERS
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
May 21, 2025 12:00 PM EDT
PAYROLL AND BUSINESS ENTITIES
Nellie Akalp (CORPNET.COM)
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1.0
FREE
May 21, 2025 12:00 PM EDT
THE FUTURE OF ACCOUNTS PAYABLE: FASTER, SAFER, SMARTER
Ted McRae (MAKERSHUB)
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1.0
FREE
May 21, 2025 1:00 PM EDT
BRAND NEW COURSE!
R&D REIMAGINED: THE NEW FORM 6765
Jacob Wood, JD (CAPSTAN TAX STRATEGIES)
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1.0
FREE
May 21, 2025 3:00 PM EDT
A GUIDE TO PAYMENT AUTOMATION IN ACCOUNTS PAYABLE
Rhonda Greene (AVIDXCHANGE, INC.)
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1.0
FREE
May 22, 2025 10:00 AM EDT
LONG-TERM CARE: A TIME BOMB FOR YOUR RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE

Member Resources

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Deal: The B3 Method Institute Membership
The B3 Method Institute
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FREE
The SALTcast Podcast
Peisner Johnson & Company, LLP
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Cannabis Accounting Podcast
DOPE CFO
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Accounting Insiders Podcast
Insightful Accountant, LLC
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Simply Tax Podcast
Forvis Mazars
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