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Live Webinars Self-Study CPE Archived Publications Member Resources

Live CPE Webinars

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June 5, 2024 9:00AM EDT
WORK WELL REMOTELY: HEALTHY HABITS AT HOME
Marcey Rader CSP (RADERCO)
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1.0
FREE
June 17, 2024 4:30PM 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
May 30, 2024 11:00AM EDT
USE YOUR NATURAL ABILITIES TO ALLEVIATE STRESS
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
June 19, 2024 11:00AM EDT
USE YOUR NATURAL ABILITIES TO ALLEVIATE STRESS
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
June 14, 2024 9:00AM EDT
BRAND NEW COURSE!
UNDERSTANDING TAX TREATIES: UNITED STATES AND FRANCE
Patrick McCormick, JD, LLM (MCCORMICK TAX, P.C.)
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1.0
FREE
June 10, 2024 5:00PM EDT
UNDERSTANDING SCHEDULE C AUDITS
LG Brooks, EA, CTRS, NTPI Fellow (ASTPS)
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1.0
FREE
June 11, 2024 4:00PM 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
June 7, 2024 4:30PM EDT
UNDERSTANDING ENDOWMENTS: STRATEGIES AND BEST PRACTICES FOR NON-PROFIT SUCCESS
Neely Duncan, CPA, CFE (FORVIS)
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1.5
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 30, 2024 1:30PM EDT
TRANSFORM YOUR FIRM WITH INTEGRATED DOCUMENT AND PRACTICE MANAGEMENT SOLUTIONS
Dawn Brolin, CPA, CFE (THE DESIGNATED MOTIVATOR)
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1.0
FREE
June 18, 2024 3:00PM EDT
TRANSFORM YOUR FIRM WITH INTEGRATED DOCUMENT AND PRACTICE MANAGEMENT SOLUTIONS
Dawn Brolin, CPA, CFE (THE DESIGNATED MOTIVATOR)
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1.0
FREE
May 31, 2024 9:00AM EDT
TODAY'S LEADERS: BEST PRACTICES FOR HIGHLY ENGAGED TEAMS AND THE RIGHT CULTURE
Lisa Dy CPA, MBA (BOUNDLESS POTENTIAL COACHING)
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1.0
FREE
June 12, 2024 11:00AM 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
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
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
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 31, 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 24, 2024 12:00PM 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 23, 2024 11:00AM EDT
THE HIDDEN DANGERS OF LLC TAXATION FOR FOREIGN INVESTORS IN U.S. ASSETS
Crystal Stranger (OPTIC TAX, INC)
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1.0
$30.00
June 3, 2024 9:00AM EDT
THE HEALTHY ACCOUNTANT: IS YOUR LIFESTYLE A VALUABLE ASSET OR BIG LIABILITY?
Jill Myers (YODAYA WELLNESS)
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1.0
FREE

Publications

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Fee
Ebook: The Insider’s Guide to Tax Liens and Tax Levies
Tax Rep Network
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$84.15
Ebook: Top 40 Tax Planning Opportunities For 2024
Keebler & Associates, LLP
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$159.00
Print Edition: Business, Balance & Bliss
The B3 Method Institute
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$14.35
The Ultimate Cybersecurity Guide
A-LIGN
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FREE
September 30, 2022
Whitepaper: 10 Key Parts of High Value Advisory Services
GroupUP
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FREE

Member Resources

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DWealth Muse
DWealth Education
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Capstan Live
Capstan Tax Strategies
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Cannabis Accounting Podcast
DOPE CFO
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The Unique CPA
Tri-Merit Specialty Tax Professionals
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The Tech Talk for Accountants Show
Andrew Lassise
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