Date
Course Title
Credits
Fee
Live CPE Webinars
July 30, 2024
2:00PM EDT
2024-07-30T18:00:00Z
BRAND NEW COURSE!
1.0
FREE
July 23, 2024
1:00PM EDT
2024-07-23T17:00:00Z
BRAND NEW COURSE!
WHAT YOU NEED TO KNOW ABOUT PROVIDING BUSINESS LICENSE COMPLIANCE SERVICES
Alan Ruttenberg (AVALARA)
Alan Ruttenberg (AVALARA)
1.0
FREE
June 27, 2024
10:00AM EDT
2024-06-27T14:00:00Z
WHAT EVERY CPA SHOULD KNOW ABOUT FUNDING COLLEGE WITHOUT SACRIFICING RETIREMENT
Jodi Bloom (CORNERSTONE COLLEGE SOLUTIONS)
Jodi Bloom (CORNERSTONE COLLEGE SOLUTIONS)
1.0
FREE
July 16, 2024
5:00PM EDT
2024-07-16T21:00:00Z
WHAT CPAs AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
1.5
FREE
July 19, 2024
4:00PM EDT
2024-07-19T20:00:00Z
USE YOUR NATURAL ABILITIES TO ALLEVIATE STRESS
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
1.0
FREE
July 18, 2024
1:00PM EDT
2024-07-18T17:00:00Z
UNETHICAL DECISIONS: BIASES, PRESSURES, AND SITUATIONAL FACTORS
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
2.0
$60.00
July 3, 2024
9:00AM EDT
2024-07-03T13:00:00Z
UNDERSTANDING TAX TREATIES: UNITED STATES AND CANADA
Patrick McCormick, JD, LLM (MCCORMICK TAX, P.C.)
Patrick McCormick, JD, LLM (MCCORMICK TAX, P.C.)
1.0
FREE
July 5, 2024
9:00AM EDT
2024-07-05T13:00:00Z
1.0
FREE
June 28, 2024
1:00PM EDT
2024-06-28T17:00:00Z
UNDERSTANDING PORTABILITY: TAX-EFFICIENT WEALTH TRANSFER STRATEGIES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
1.0
$30.00
July 22, 2024
6:00PM EDT
2024-07-22T22:00:00Z
1.0
FREE
July 8, 2024
11:00AM EDT
2024-07-08T15:00:00Z
TRANSFORM YOUR FIRM WITH INTEGRATED DOCUMENT AND PRACTICE MANAGEMENT SOLUTIONS
Dawn Brolin, CPA, CFE (THE DESIGNATED MOTIVATOR)
Dawn Brolin, CPA, CFE (THE DESIGNATED MOTIVATOR)
1.0
FREE
July 11, 2024
2:00PM EDT
2024-07-11T18:00:00Z
BRAND NEW COURSE!
1.0
FREE
September 18, 2024
4:00PM EDT
2024-09-18T20:00:00Z
1.0
FREE
August 7, 2024
10:00AM EDT
2024-08-07T14:00:00Z
1.0
FREE
September 4, 2024
4:00PM EDT
2024-09-04T20:00:00Z
1.0
FREE
July 3, 2024
4:00PM EDT
2024-07-03T20:00:00Z
1.0
FREE
July 15, 2024
4:00PM EDT
2024-07-15T20:00:00Z
1.0
FREE
August 21, 2024
10:00AM EDT
2024-08-21T14:00:00Z
1.0
FREE
July 2, 2024
6:00PM EDT
2024-07-02T22:00:00Z
THE TAXATION OF SETTLEMENTS AND JUDGMENTS: WHAT YOU NEED TO KNOW
Matthew Roberts (GRAY REED & MCGRAW)
Matthew Roberts (GRAY REED & MCGRAW)
1.0
FREE
July 3, 2024
12:00PM EDT
2024-07-03T16:00:00Z
1.0
FREE
Self-Study CPE
Expiration Date
Course Title
Credits
Fee
June 26, 2025
1.0
FREE
June 21, 2025
3.0
$90.00
June 7, 2025
4.0
$120.00
June 5, 2025
1.5
$45.00
June 3, 2025
2.0
$60.00
Publications
Publication Date
Name
Fee
December 16, 2022
June 27, 2023
June 6, 2023
Member Resources
Post Date
Name
Fee
Archived Webinars
Please Note: Archived webinars do not qualify for CPE
Date
Course Title
Hours
Fee
June 25, 2024
HOW THE TOP 1% OF FIRMS ATTRACT $3,000-$15,000/MO CLIENTS
Matt Solomon (THE CENTER FOR ENLIGHTENED BUSINESS)
Matt Solomon (THE CENTER FOR ENLIGHTENED BUSINESS)
1.0
FREE
June 25, 2024
1.0
FREE
June 25, 2024
CREATING A TECH STACK FOR YOUR TAX & CLIENT ADVISORY SERVICES PRACTICE
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
1.5
FREE
June 25, 2024
MAXIMIZING SOCIAL SECURITY AS A FOUNDATION FOR RETIREMENT INCOME PLANNING
Rob Belcuore (CPA RETIREMENT SOLUTIONS)
Rob Belcuore (CPA RETIREMENT SOLUTIONS)
1.0
FREE
June 25, 2024
REVAMP ACCOUNTS PAYABLE: MODERN METHODS TO STREAMLINE & AUTOMATE YOUR PROCESS
Gilberto "Cep" Cenavia (BILL)
Gilberto "Cep" Cenavia (BILL)
1.0
FREE
