Date
Course Title
Credits
Fee
Live CPE Webinars
June 26, 2024
12:00PM EDT
2024-06-26T16:00:00Z
1.0
FREE
May 29, 2024
12:00PM EDT
2024-05-29T16:00:00Z
1.0
FREE
June 12, 2024
12:00PM EDT
2024-06-12T16:00:00Z
1.0
FREE
May 21, 2024
5:00PM EDT
2024-05-21T21:00:00Z
RETIRE RIGHT SERIES: NINE MISTAKES TO AVOID IN RETIREMENT
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
1.5
FREE
June 3, 2024
12:00PM EDT
2024-06-03T16:00:00Z
2.0
$60.00
June 11, 2024
5:00PM EDT
2024-06-11T21:00:00Z
PLANNING FOR PROSPERITY: 5 STEPS TO YEAR-END TAX ADVISORY FOR MAXIMUM ROI
Jackie Meyer, CPA, CTS, CCA, Doctoral Candidate (MEYER TAX CONSULTING LLC)
Jackie Meyer, CPA, CTS, CCA, Doctoral Candidate (MEYER TAX CONSULTING LLC)
1.0
FREE
May 20, 2024
11:00AM EDT
2024-05-20T15:00:00Z
1.0
FREE
May 20, 2024
5:00PM EDT
2024-05-20T21:00:00Z
2.0
FREE
June 19, 2024
2:00PM EDT
2024-06-19T18:00:00Z
1.0
FREE
June 20, 2024
1:00PM EDT
2024-06-20T17:00:00Z
NAVIGATE THE SHIFT FROM TAX TO CAS: UNLOCK VALUE IN YOUR ACCOUNTING PRACTICE
Nicole Davis (BUTLER-DAVIS TAX & ACCOUNTING LLC)
Nicole Davis (BUTLER-DAVIS TAX & ACCOUNTING LLC)
1.0
FREE
May 29, 2024
2:00PM EDT
2024-05-29T18:00:00Z
BRAND NEW COURSE!
MAXIMIZING TAX ADVISORY TOOLS WITH REASONABLE COMPENSATION STRATEGIES
Geni Whitehouse, CPA, CITP, CSPM (THE IMPACTFUL ADVISOR)
Geni Whitehouse, CPA, CITP, CSPM (THE IMPACTFUL ADVISOR)
1.0
FREE
May 21, 2024
12:00PM EDT
2024-05-21T16:00:00Z
MAXIMIZING PROFITABILITY: RIGHTSIZING STRATEGIES FOR TAX/ACCOUNTING FIRM OWNERS
Amanda Aguillard, CPA, COO (PADGETT)
Amanda Aguillard, CPA, COO (PADGETT)
1.0
FREE
May 30, 2024
2:00PM EDT
2024-05-30T18:00:00Z
BRAND NEW COURSE!
MAXIMIZE CLIENT ADOPTION OF YOUR FIRM'S 1040 TECHNOLOGY INITIATIVES
Carrie Bellinger (THOMSON REUTERS)
Carrie Bellinger (THOMSON REUTERS)
1.0
FREE
May 23, 2024
10:00AM EDT
2024-05-23T14:00:00Z
MATCH YOUR MONEY WITH YOUR PROFILE FOR OPTIMAL RETIREMENT SUCCESS
Dave Hall (RETIREMENT RISK ADVISORS)
Dave Hall (RETIREMENT RISK ADVISORS)
1.0
FREE
June 6, 2024
10:00AM EDT
2024-06-06T14:00:00Z
BRAND NEW COURSE!
2.0
$60.00
June 6, 2024
1:00PM EDT
2024-06-06T17:00:00Z
BRAND NEW COURSE!
1.0
FREE
June 7, 2024
10:00AM EDT
2024-06-07T14:00:00Z
IRAs AND THE SECURE ACT: PLANNING FOR POST-MORTEM DISTRIBUTIONS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
1.0
FREE
May 29, 2024
2:00PM EDT
2024-05-29T18:00:00Z
1.0
FREE
June 19, 2024
2:00PM EDT
2024-06-19T18:00:00Z
1.0
FREE
June 5, 2024
2:00PM EDT
2024-06-05T18:00:00Z
1.0
FREE
Self-Study CPE
Expiration Date
Course Title
Credits
Fee
May 10, 2025
1.0
$30.00
May 10, 2025
1.0
$30.00
May 8, 2025
2.0
$60.00
Publications
Publication Date
Name
Fee
$84.15
$126.00
$126.00
Member Resources
Post Date
Name
Fee
Archived Webinars
Please Note: Archived webinars do not qualify for CPE
Date
Course Title
Hours
Fee
May 15, 2024
FEDERAL TAX DEVELOPMENTS (INCLUDING RECENT COURT CASES AND RULINGS) APRIL 2024
David De Jong, CPA (STEIN SPERLING BENNETT DE JONG DRISCOLL PC)
David De Jong, CPA (STEIN SPERLING BENNETT DE JONG DRISCOLL PC)
1.0
FREE
May 15, 2024
LEVERAGING RETIREMENT FUNDS: ESSENTIAL CPA INSIGHTS FOR BUSINESS FUNDING
Larry Carnell (BENETRENDS FINANCIAL)
Larry Carnell (BENETRENDS FINANCIAL)
1.0
FREE
May 15, 2024
1.0
FREE
May 15, 2024
1.0
FREE
May 15, 2024
EVOLVING RETIREMENT LAW: THE CHALLENGES, THE CHANGES & YOUR CHOICES
Dave Hall (RETIREMENT RISK ADVISORS)
Dave Hall (RETIREMENT RISK ADVISORS)
1.0
$15.00
