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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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August 14, 2024 4:00PM EDT
FROM CPA TO CFO: ADVISORY SERVICE STRATEGIES FOR TAX PROFESSIONALS
Adam Lean (THE CFO PROJECT)
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1.0
FREE
August 14, 2024 4:00PM EDT
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
FREE
August 14, 2024 5:00PM EDT
UNDERSTANDING PORTABILITY: TAX-EFFICIENT WEALTH TRANSFER STRATEGIES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.0
FREE
August 15, 2024 9:00AM EDT
BEING ETHICAL IN A CORRUPT ENVIRONMENT
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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1.0
$30.00
August 15, 2024 10:00AM EDT
THE PRICING PROBLEM: HOW HOURLY BILLING KILLS YOUR PROFITS & WHAT TO DO ABOUT IT
Tyler Clark (DREAM FIRMS)
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1.0
FREE
August 15, 2024 10:00AM EDT
FRAUD PREVENTION: IDENTIFYING, RESPONDING & INVESTIGATING
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
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1.0
FREE
August 15, 2024 11:00AM EDT
TURBOTAX LIVE: BECOME A REMOTE TAX PROFESSIONAL WITH INTUIT
Imani Love-Parker (INTUIT TURBOTAX LIVE)
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1.0
FREE
August 15, 2024 11:00AM EDT
MAXIMIZING SOCIAL SECURITY AS A FOUNDATION FOR RETIREMENT INCOME PLANNING
Rob Belcuore (CPA RETIREMENT SOLUTIONS)
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1.0
FREE
August 15, 2024 12:00PM EDT
ETHICS: PRACTICAL APPLICATIONS OF PROFESSIONAL STANDARDS
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
August 15, 2024 12:00PM EDT
BRAND NEW COURSE!
HOW TO PRICE & PACKAGE YOUR SERVICES USING IGNITION
Jennie Moore (IGNITION)
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1.0
FREE
August 15, 2024 1:00PM EDT
MASTER RISK ASSESSMENT FOR PEER REVIEW EXCELLENCE
Andrea Hearn (WOLTERS KLUWER TAX & ACCOUNTING)
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1.0
FREE
August 15, 2024 2:00PM EDT
BRAND NEW COURSE!
HOW AUTOMATED TAX TECHNOLOGY IS PROVIDING UNRIVALED CUSTOMER EXPERIENCE
Joe Wroblewski (SAFESEND)
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1.0
FREE
August 15, 2024 2:00PM EDT
HOW TO BUILD A MODERN VIRTUAL FIRM
Shahram Zarshenas (FINANCIAL CENTS)
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1.0
FREE
August 15, 2024 2:00PM EDT
BRAND NEW COURSE!
ACCELERATING THE FINANCIAL CLOSE
John Gronen (YOOZ INC.)
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1.0
FREE
August 15, 2024 3:00PM EDT
BRAND NEW COURSE!
S CORPORATION BASIS AND FORM 7203
Jason Dinesen (DINESEN TAX & ACCOUNTING, P.C.)
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1.0
$30.00
August 15, 2024 4:00PM EDT
A STRATEGIC GUIDE FOR GOAL SETTING & GOAL GETTING
Mariette Martinez (MASTERYOURBOOKS LEARNING CENTER)
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1.0
FREE
August 15, 2024 4:00PM EDT
TANGIBLE PROPERTY REPAIR REGULATIONS
Lester Cook, CCSP, ASA (KBKG)
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1.0
FREE
August 15, 2024 5:00PM EDT
BRAND NEW COURSE!
MAXIMIZE TAX BENEFITS: INVESTING IN QUALIFIED OPPORTUNITY ZONE FUNDS EXPLAINED
David S. Cohen (SF QOZ FUND I)
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1.0
FREE
August 15, 2024 5:00PM EDT
WHAT CPAs AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.5
FREE
August 16, 2024 9:00AM EDT
ASSESSING AUDIT EVIDENCE
Jonnie Keith, CIA, CFE, CGAP (JONSHERR ENTERPRISES)
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1.0
FREE

Member Resources

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32 Free Accounting Workflow Templates & Checklists
Jetpack Workflow
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FREE
The Appy Hour
The Appy Hour
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Own Your Wealth Podcast
Cook Wealth Management Group
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The Value Pricing Podcast
Mark Wickersham FCA
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Bookkeepers: Earn more income. Set your hours. Work remotely.
Intuit QuickBooks Live
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