Date
Course Title
Credits
Fee
Live CPE Webinars
July 31, 2024
11:00AM EDT
2024-07-31T15:00:00Z
$3.6 MILLION SAVED: HOW 4 COMPANIES MINIMIZED THEIR CREDIT CARD PROCESSING FEES
Jeremy Layton (VERISAVE.COM)
Jeremy Layton (VERISAVE.COM)
1.0
FREE
July 3, 2024
11:00AM EDT
2024-07-03T15:00:00Z
$3.6 MILLION SAVED: HOW 4 COMPANIES MINIMIZED THEIR CREDIT CARD PROCESSING FEES
Jeremy Layton (VERISAVE.COM)
Jeremy Layton (VERISAVE.COM)
1.0
FREE
July 17, 2024
2:00PM EDT
2024-07-17T18:00:00Z
1.0
FREE
July 22, 2024
2:00PM EDT
2024-07-22T18:00:00Z
2023 GIFT TAX RETURNS: FORM 709
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
2.0
$60.00
July 12, 2024
4:00PM EDT
2024-07-12T20:00:00Z
1.0
FREE
July 30, 2024
4:00PM EDT
2024-07-30T20:00:00Z
2.0
$60.00
July 2, 2024
11:00AM EDT
2024-07-02T15:00:00Z
1.0
$30.00
Self-Study CPE
Expiration Date
Course Title
Credits
Fee
June 26, 2025
1.0
FREE
June 21, 2025
3.0
$90.00
June 7, 2025
4.0
$120.00
June 5, 2025
1.5
$45.00
Member Resources
Post Date
Name
Fee
Archived Webinars
Please Note: Archived webinars do not qualify for CPE
Date
Course Title
Hours
Fee
November 30, 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
November 30, 2024
UNDERSTANDING PORTABILITY: TAX-EFFICIENT WEALTH TRANSFER STRATEGIES
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 28, 2024
1.0
FREE
June 28, 2024
1.0
FREE
June 28, 2024
1.0
FREE
