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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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November 6, 2024 4:00PM EST
GETTING SAFELY THROUGH RETIREMENT MASTER CLASS: PART 1
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
November 6, 2024 4:00PM EST
USING TAX CREDITS AND INCENTIVES TO INCREASE YOUR ADVISORY SERVICES
Randy Crabtree, CPA (TRI-MERIT SPECIALTY TAX PROFESSIONALS)
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1.0
FREE
November 6, 2024 4:00PM EST
RETIRE RIGHT SERIES: RULES OF SOCIAL SECURITY
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
November 6, 2024 5:30PM EST
STARTING A TAX REP CASE: 8821 VS 2848
Angelene Wierzbic, EA, CTRS (ASTPS)
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1.0
FREE
November 7, 2024 9:00AM EST
BEYOND THE FBAR: NEW FINCEN REQUIREMENTS WITH HEFTY PENALTIES
Crystal Stranger (OPTIC TAX, INC)
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1.0
$30.00
November 7, 2024 10:00AM EST
BEING ETHICAL IN A CORRUPT ENVIRONMENT
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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1.0
$30.00
November 7, 2024 11:00AM EST
UNETHICAL DECISIONS: BIASES, PRESSURES, AND SITUATIONAL FACTORS
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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2.0
$60.00
November 7, 2024 11:30AM EST
OPTIMIZE TAX PLANNING USING DEFINED BENEFIT PLANS
David Podell (BUSINESS BENEFITS CONSULTANTS)
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1.0
FREE
November 7, 2024 12:30PM EST
THE DIGITAL AUDIT WORKFLOW: DRIVEN BY DATA AND POWERED BY AI
Mark McAndrew (WOLTERS KLUWER TAX & ACCOUNTING)
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1.0
FREE
November 7, 2024 1:00PM EST
THE 4 SECRETS TO ONLINE CLIENT ACQUISITION TO SMASH YOUR CPA FIRM'S GROWTH GOALS
Tyler Clark (DREAM FIRMS)
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1.0
FREE
November 7, 2024 2:00PM EST
SUCCESSION PLANNING: IMPORTANT ASPECTS OF A SUCCESSFUL ACCOUNTING PRACTICE SALE
Todd C Steinberg (THRIVE FINANCIAL GROUP)
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1.0
FREE
November 7, 2024 3:00PM EST
BRAND NEW COURSE!
ACHIEVE 10X GROWTH FOR YOUR FIRM: THE FIRM OWNER PLAYBOOK
Jeffrey Phillips (PADGETT)
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1.0
FREE
November 7, 2024 3:00PM EST
R&D TAX CREDITS: OPTIMIZING & DEFENDING YOUR WORK
Essie Baird (TRINET CLARUS R+D)
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1.0
FREE
November 7, 2024 4:00PM EST
NAVIGATE THE SHIFT FROM TAX TO CAS: UNLOCK VALUE IN YOUR ACCOUNTING PRACTICE
Nicole Davis (BUTLER-DAVIS TAX & ACCOUNTING LLC)
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1.0
FREE
November 7, 2024 4:00PM EST
GETTING SAFELY THROUGH RETIREMENT MASTER CLASS: PART 2
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
November 7, 2024 4:00PM EST
5 STEPS TO TAX ADVISORY FOR MAXIMUM ROI, ANYTIME OF YEAR
Jackie Meyer, CPA, CTS, CCA, Doctoral Candidate (MEYER TAX CONSULTING LLC)
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1.0
$30.00
November 7, 2024 5:00PM EST
IRS REPRESENTATION BASICS: CP2000
David Ramirez (TAX RELIEF SERVICES)
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1.0
FREE
November 8, 2024 9:00AM EST
CHEVRON DEFERENCE: HISTORY AND CURRENT IMPACT ON UNITED STATES TAXATION
Patrick McCormick, JD, LLM (RIMON PC)
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1.0
FREE
November 8, 2024 10:00AM EST
TAX ETHICS AND BEST PRACTICES
Roby Sawyers (ROBY SAWYERS, CPA, PHD, PROFESSOR OF ACCOUNTING)
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2.0
$60.00
November 8, 2024 10:30AM EST
BRAND NEW COURSE!
CHATGPT VS. CLAUDE VS. GEMINI: EVALUATING TOP AI TOOLS FOR ACCOUNTING PROS
Hector Garcia, CPA (HECTOR GARCIA, CPA)
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1.5
FREE

Member Resources

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Fee
The Retirement Risk Show
Retirement Risk Advisors
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150 IRS Response Letter Templates
ASTPS
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$80.00
DWealth Muse
DWealth Education
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Capstan Live
Capstan Tax Strategies
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#1 Reasonable Compensation Analysis Solution
RCReports, Inc.
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$1,500.00