Date
Course Title
Credits
Fee
Live CPE Webinars
June 17, 2024
11:00AM EDT
2024-06-17T15:00:00Z
MINDFUL TECHNOLOGY: EMBRACING TECHNOLOGY, INNOVATION, AND HUMAN CONNECTION
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
1.0
FREE
July 10, 2024
12:00PM EDT
2024-07-10T16:00:00Z
MAXIMIZING TAX SAVINGS WITH COST SEGREGATION: ESSENTIAL GUIDE FOR CPAs
Todd French (CAPSTAN TAX STRATEGIES)
Todd French (CAPSTAN TAX STRATEGIES)
1.0
FREE
June 25, 2024
11:00AM EDT
2024-06-25T15:00:00Z
MAXIMIZING PROFITABILITY: RIGHTSIZING STRATEGIES FOR TAX/ACCOUNTING FIRM OWNERS
Amanda Aguillard, CPA, COO (PADGETT)
Amanda Aguillard, CPA, COO (PADGETT)
1.0
FREE
July 2, 2024
2:00PM EDT
2024-07-02T18:00:00Z
MAXIMIZE CLIENT ADOPTION OF YOUR FIRM'S 1040 TECHNOLOGY INITIATIVES
Carrie Bellinger (THOMSON REUTERS)
Carrie Bellinger (THOMSON REUTERS)
1.0
FREE
June 24, 2024
11:00AM EDT
2024-06-24T15:00:00Z
MATCH YOUR MONEY WITH YOUR PROFILE FOR OPTIMAL RETIREMENT SUCCESS
Dave Hall (RETIREMENT RISK ADVISORS)
Dave Hall (RETIREMENT RISK ADVISORS)
1.0
FREE
June 21, 2024
1:00PM EDT
2024-06-21T17:00:00Z
BRAND NEW COURSE!
MASTERING ASC 606: SIMPLIFYING REVENUE RECOGNITION FOR B2B SOFTWARE AND SERVICES
Paul Casey (PAMACA FINANCIAL)
Paul Casey (PAMACA FINANCIAL)
1.0
FREE
June 21, 2024
12:00PM EDT
2024-06-21T16:00:00Z
MASTER AR AUTOMATION: GET PAID ON TIME, DELIGHT CUSTOMERS, BOOST WORKING CAPITAL
BC Krishna (CENTIME)
BC Krishna (CENTIME)
1.0
FREE
July 10, 2024
4:00PM EDT
2024-07-10T20:00:00Z
1.5
FREE
June 18, 2024
11:00AM EDT
2024-06-18T15:00:00Z
BRAND NEW COURSE!
1.0
FREE
June 21, 2024
3:00PM EDT
2024-06-21T19:00:00Z
LEVERAGE TECHNOLOGY TO AUTOMATE YOUR TAX ADVISORY SERVICES
Lisa Erickson (WOLTERS KLUWER TAX & ACCOUNTING)
Lisa Erickson (WOLTERS KLUWER TAX & ACCOUNTING)
1.0
FREE
June 17, 2024
12:00PM EDT
2024-06-17T16:00:00Z
BRAND NEW COURSE!
IRS PRESENTING: CIRCULAR 230 PROFESSIONAL RESPONSIBILITY IN TODAY'S TAX PRACTICE
Sharyn M. Fisk (IRS)
Sharyn M. Fisk (IRS)
2.0
$60.00
June 19, 2024
2:00PM EDT
2024-06-19T18:00:00Z
1.0
FREE
June 18, 2024
3:00PM EDT
2024-06-18T19:00:00Z
1.0
FREE
June 18, 2024
12:00PM EDT
2024-06-18T16:00:00Z
1.0
FREE
June 19, 2024
4:00PM EDT
2024-06-19T20:00:00Z
1.0
$30.00
June 28, 2024
9:00AM EDT
2024-06-28T13:00:00Z
1.0
FREE
July 5, 2024
3:00PM EDT
2024-07-05T19:00:00Z
INTERNATIONAL INFORMATION REPORTING BASICS, NONCOMPLIANCE, AND LITIGATION
Phillip Colasanto (WITHERS BERGMAN LLP)
Phillip Colasanto (WITHERS BERGMAN LLP)
2.0
FREE
June 19, 2024
4:00PM EDT
2024-06-19T20:00:00Z
BRAND NEW COURSE!
INTERNAL CONTROLS FOR NON-PROFITS: IDENTIFY, EVALUATE, AND PRIORITIZE THE RISKS
Wil Crawford (FORVIS MAZARS)
Wil Crawford (FORVIS MAZARS)
1.5
FREE
July 10, 2024
2:00PM EDT
2024-07-10T18:00:00Z
HOW TO TALK TO YOUR CLIENTS ABOUT TAX PREPARATION OUTSOURCING AND 7216 CONSENT
Pete Miele (SUREPREP)
Pete Miele (SUREPREP)
1.0
FREE
July 1, 2024
2:00PM EDT
2024-07-01T18:00:00Z
1.0
FREE
Self-Study CPE
Expiration Date
Course Title
Credits
Fee
April 29, 2025
2.0
$60.00
April 29, 2025
MASTERING FINCEN BOI: ADAPTING TO LAW CHANGES AND DEVELOPING FILING STRATEGIES
Crystal Stranger (OPTIC TAX, INC)
Crystal Stranger (OPTIC TAX, INC)
2.0
$60.00
April 27, 2025
IRS & FTC PRESENTS: SCAMS, TAX-RELATED IDENTITY THEFT & IDENTITY PROTECTION PIN
Kelle Slaughter (FEDERAL TRADE COMMISSION)
Kelle Slaughter (FEDERAL TRADE COMMISSION)
1.0
$30.00
April 26, 2025
1.0
$30.00
April 25, 2025
0.5
FREE
Publications
Publication Date
Name
Fee
$126.00
Member Resources
Post Date
Name
Fee
The Financial Mindset Fix: Mental Health for Financial Wealth
Joyce Marter Enterprises, Inc
View Details
Joyce Marter Enterprises, Inc
View Details
$147.00
Archived Webinars
Please Note: Archived webinars do not qualify for CPE
Date
Course Title
Hours
Fee
June 7, 2024
2.0
$30.00
June 7, 2024
UNDERSTANDING ENDOWMENTS: STRATEGIES AND BEST PRACTICES FOR NON-PROFIT SUCCESS
Neely Duncan, CPA, CFE (FORVIS MAZARS)
Neely Duncan, CPA, CFE (FORVIS MAZARS)
1.5
FREE
June 7, 2024
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
June 7, 2024
1.0
FREE
June 6, 2024
CHARITABLE GIVING WITH NON-CHARITABLE TRUSTS: FLEXIBILITY FOR PHILANTHROPY
Kim Kamin (GRESHAM PARTNERS LLC)
Kim Kamin (GRESHAM PARTNERS LLC)
1.0
FREE
