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Live Webinars Self-Study CPE Archived Publications Member Resources

Live CPE Webinars

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May 7, 2024 3:00PM EDT
BRAND NEW COURSE!
WHERE CFOs STAND & WHAT CFOs WANT: BENCHMARKING TRENDS AND INSIGHTS
Nancy Wu (SKYSTEM)
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1.0
FREE
May 1, 2024 9:00AM EDT
WHAT EVERY CPA SHOULD KNOW ABOUT FUNDING COLLEGE WITHOUT SACRIFICING RETIREMENT
Jodi Bloom (CORNERSTONE COLLEGE SOLUTIONS)
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1.0
FREE
May 7, 2024 5:30PM 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
April 30, 2024 3:00PM EDT
UNLOCKING THE POWER OF CHATGPT FOR BUSINESS ADVISORY SERVICES FOR CPAs
Ryan Embree (IGNITION)
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1.0
FREE
May 8, 2024 1:00PM EDT
UNLOCKING REVENUE STREAMS: EMPOWERING SMALL BUSINESSES TO BECOME LOAN-READY
Astrid Daniela Galvez (ACCOUNTING SPECIALISTS AND BUSINESS SOLUTIONS)
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1.0
FREE
May 14, 2024 6:00PM EDT
UNDERSTANDING SCHEDULE C AUDITS
LG Brooks, EA, CTRS, NTPI Fellow (ASTPS)
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1.0
FREE
May 14, 2024 11:00AM 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
May 20, 2024 10:00AM EDT
UNDERSTANDING MONEY TYPES: A COURSE FOR ADVISORS
Robina Bennion, CPA (ROBINA BENNION)
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1.0
FREE
May 31, 2024 10:00AM EDT
BRAND NEW COURSE!
UNDERSTANDING CANADIAN SALES TAXES: A GUIDE FOR REMOTE SELLERS
David Crawford (ACHEN HENDERSON CPAS)
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1.0
FREE
May 9, 2024 1:00PM EDT
TO BE OR NOT TO BE ETHICAL: WHY ARE SOME FACED WITH THIS QUESTION?
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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2.0
$60.00
May 14, 2024 2:00PM EDT
THE VALUE SPECTRUM: YOUR FIRM'S PATHWAY TO AMPLIFY LOYALTY & GROWTH
Amy Franko (AMY FRANKO ASSOCIATES)
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1.0
FREE
June 25, 2024 4:00PM EDT
THE TOP 15 REASONS WHY PEOPLE RUN OUT OF MONEY IN RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
May 7, 2024 4:00PM EDT
THE TOP 15 REASONS WHY PEOPLE RUN OUT OF MONEY IN RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
July 3, 2024 4:00PM EDT
THE TOP 15 REASONS WHY PEOPLE RUN OUT OF MONEY IN RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
May 14, 2024 4:00PM EDT
THE TOP 15 REASONS WHY PEOPLE RUN OUT OF MONEY IN RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
May 22, 2024 4:00PM EDT
THE TOP 15 REASONS WHY PEOPLE RUN OUT OF MONEY IN RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
July 15, 2024 4:00PM EDT
THE TOP 15 REASONS WHY PEOPLE RUN OUT OF MONEY IN RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
May 3, 2024 10:00AM EDT
THE PROVEN PROCESS TO HIRE AMAZING EMPLOYEES FOR YOUR ACCOUNTING FIRM
Marine Clark (DREAM FIRMS)
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1.0
FREE
May 2, 2024 11:00AM EDT
THE PRICING PROBLEM: HOW HOURLY BILLING KILLS YOUR PROFITS & WHAT TO DO ABOUT IT
Tyler S. Clark (DREAM FIRMS)
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1.0
FREE
May 9, 2024 10:00AM EDT
THE PRICING PROBLEM: HOW HOURLY BILLING KILLS YOUR PROFITS & WHAT TO DO ABOUT IT
Tyler S. Clark (DREAM FIRMS)
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1.0
FREE

Publications

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Datasheet: Vendor Management Services
Quantivate
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FREE
Ebook: 4 Ways to Make the Most of QuickBooks Online with a CRM
Method
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FREE
Ebook: Tax Year 2022 Desk Reference Guide
Drake Software
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FREE
Ebook: The Insider’s Guide to Tax Liens and Tax Levies
Tax Rep Network
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$84.15
Ebook + Print Edition: The Accountant’s Guide to Resolving Tax Debts
Tax Rep Network
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$126.00

Member Resources

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Deal: The B3 Method Institute Membership
The B3 Method Institute
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FREE
32 Free Accounting Workflow Templates & Checklists
Jetpack Workflow
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FREE
The Financial Mindset Fix: Mental Health for Financial Wealth
Joyce Marter Enterprises, Inc
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$147.00
The Value Pricing Podcast
Mark Wickersham FCA
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Oh My Fraud
Greg Kyte & Caleb Newquist
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