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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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May 7, 2025 4:00 PM EDT
STRESS-TESTING RETIREMENT PLANS AND PORTFOLIOS: THE WHAT, THE WHY, THE HOW
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
April 24, 2025 3:00 PM EDT
SPEND & EXPENSE AUTOMATION: BEST PRACTICES AND SAFEGUARDS FOR FIRMS
Donny Shimamoto (INTRAPRISETECHKNOWLOGIES LLC)
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1.0
FREE
May 7, 2025 9:00 AM EDT
SECTION 174 R&D CAPITALIZATION REGULATIONS: COMPLIANCE AND REGULATION UPDATES
Crystal Stranger (OPTIC TAX, INC)
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1.0
FREE
April 9, 2025 12:00 PM EDT
S CORPORATION VS. LLC: SIMILARITIES AND DIFFERENCES
Nellie Akalp (CORPNET.COM)
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1.0
FREE
June 25, 2025 12:00 PM EDT
S CORPORATION VS. LLC: SIMILARITIES AND DIFFERENCES
Nellie Akalp (CORPNET.COM)
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1.0
FREE
May 28, 2025 12:00 PM EDT
S CORPORATION VS. LLC: SIMILARITIES AND DIFFERENCES
Nellie Akalp (CORPNET.COM)
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1.0
FREE
April 7, 2025 4:00 PM EDT
ROTH IRA STRATEGIES: A COMPREHENSIVE OVERVIEW
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 16, 2025 4:00 PM EDT
ROTH CONVERSIONS: STRATEGIES FOR NAVIGATING 2025 TAX CHANGES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.5
FREE
April 24, 2025 4:00 PM EDT
ROTH CONVERSIONS: NOT JUST FOR THE YOUNG AT HEART
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
April 7, 2025 9:00 AM EDT
BRAND NEW COURSE!
RISK MANAGEMENT & INTERNAL AUDITING: STRATEGIES FOR EFFECTIVE INTERNAL CONTROLS
Marc Tassé, Mba, Fcpa, Fca, Fcg, Cff (UNIVERSITY OF OTTAWA)
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1.0
FREE
April 28, 2025 4:00 PM EDT
RISK MANAGEMENT FOR NON-PROFITS: AN INTERDISCIPLINARY APPROACH
Neely Duncan, CPA, CFE (FORVIS MAZARS)
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1.5
FREE
June 30, 2025 4:00 PM EDT
RISK MANAGEMENT FOR NON-PROFITS: AN INTERDISCIPLINARY APPROACH
Neely Duncan, CPA, CFE (FORVIS MAZARS)
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1.5
FREE
May 20, 2025 4:00 PM EDT
RETIRE WITH PURPOSE, LEAVE A LEGACY: RISK-BASED PLANNING IS THE KEY TO SUCCESS
Dave Hall (RETIREMENT RISK ADVISORS)
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1.5
FREE
April 22, 2025 4:00 PM EDT
RETIRE WITH PURPOSE, LEAVE A LEGACY: RISK-BASED PLANNING IS THE KEY TO SUCCESS
Dave Hall (RETIREMENT RISK ADVISORS)
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1.5
FREE
June 17, 2025 4:00 PM EDT
RETIRE WITH PURPOSE, LEAVE A LEGACY: RISK-BASED PLANNING IS THE KEY TO SUCCESS
Dave Hall (RETIREMENT RISK ADVISORS)
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1.5
FREE
April 10, 2025 4:00 PM EDT
BRAND NEW COURSE!
REGULATORY COMPLIANCE AUDITING: TECHNIQUES & BEST PRACTICES
Marc Tassé, Mba, Fcpa, Fca, Fcg, Cff (UNIVERSITY OF OTTAWA)
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1.0
FREE
May 21, 2025 1:00 PM EDT
BRAND NEW COURSE!
R&D REIMAGINED: THE NEW FORM 6765
Jacob Wood, JD (CAPSTAN TAX STRATEGIES)
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1.0
FREE
May 13, 2025 3:00 PM EDT
PUBLIC ACCOUNTANTS: ATTRACT THE RIGHT CLIENTS WITH SMART MARKETING TECHNIQUES
Christian Jones (TAXPROMARKETER)
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1.5
FREE
May 21, 2025 12:00 PM EDT
PROFESSIONAL ETHICS FOR ENROLLED AGENTS AND OTHER TAX PRACTITIONERS
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
April 22, 2025 12:00 PM EDT
PROFESSIONAL ETHICS FOR ENROLLED AGENTS AND OTHER TAX PRACTITIONERS
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00

Member Resources

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Tax Notes Talk
Tax Notes
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The Value Pricing Podcast
Mark Wickersham FCA
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#1 Reasonable Compensation Analysis Solution
RCReports, Inc.
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$1,500.00
Trial a Skills or Personality Test for Free
Accountests Ltd.
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FREE
The SALTcast Podcast
Peisner Johnson & Company, LLP
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