Date
Course Title
Credits
Fee
Live CPE Webinars
June 28, 2024
12:00PM EDT
2024-06-28T16:00:00Z
1.0
FREE
July 8, 2024
12:00PM EDT
2024-07-08T16:00:00Z
1.0
FREE
July 18, 2024
10:00AM EDT
2024-07-18T14:00:00Z
FINDING BIGFOOT: HOW TO REMOVE THE MYSTERY FOR YOUR BENEFICIARIES
Dave Hall (RETIREMENT RISK ADVISORS)
Dave Hall (RETIREMENT RISK ADVISORS)
1.0
FREE
July 19, 2024
9:00AM EDT
2024-07-19T13:00:00Z
2.0
FREE
July 9, 2024
1:00PM EDT
2024-07-09T17:00:00Z
1.5
FREE
July 25, 2024
1:00PM EDT
2024-07-25T17:00:00Z
1.5
FREE
July 2, 2024
9:30AM EDT
2024-07-02T13:30:00Z
1.5
FREE
July 12, 2024
11:00AM EDT
2024-07-12T15:00:00Z
1.0
FREE
July 11, 2024
10:00AM EDT
2024-07-11T14:00:00Z
EVOLVING RETIREMENT LAW: THE CHALLENGES, THE CHANGES & YOUR CHOICES
Dave Hall (RETIREMENT RISK ADVISORS)
Dave Hall (RETIREMENT RISK ADVISORS)
1.0
FREE
July 17, 2024
12:00PM EDT
2024-07-17T16:00:00Z
2.0
$60.00
July 2, 2024
4:00PM EDT
2024-07-02T20:00:00Z
ETHICS: UNETHICAL FINANCIAL BEHAVIOR AND FUNDAMENTALS OF INTERNAL INVESTIGATION
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
2.0
$60.00
July 15, 2024
2:00PM EDT
2024-07-15T18:00:00Z
ETHICS: UNETHICAL FINANCIAL BEHAVIOR AND FUNDAMENTALS OF INTERNAL INVESTIGATION
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
2.0
$60.00
June 28, 2024
10:00AM EDT
2024-06-28T14:00:00Z
2.0
$60.00
June 27, 2024
3:00PM EDT
2024-06-27T19:00:00Z
ETHICS: THE HIDE AND SEEK GAME OF OFFSHORE FINANCE AND CIRCULAR 230 ETHICS
Crystal Stranger (OPTIC TAX, INC)
Crystal Stranger (OPTIC TAX, INC)
2.0
$60.00
July 2, 2024
9:00AM EDT
2024-07-02T13:00:00Z
BRAND NEW COURSE!
2.0
$60.00
July 5, 2024
12:00PM EDT
2024-07-05T16:00:00Z
ETHICS FOR ENROLLED AGENTS AND CPAs: BEST PRACTICES AND CLIENT BOUNDARIES
Angelene Wierzbic, EA, CTRS (ASTPS)
Angelene Wierzbic, EA, CTRS (ASTPS)
2.0
$60.00
July 22, 2024
11:00AM EDT
2024-07-22T15:00:00Z
2.0
$60.00
June 27, 2024
9:00AM EDT
2024-06-27T13:00:00Z
ETHICS AND COMPLIANCE: ADAPTING TO THE NEW REALITY
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
1.0
$30.00
July 18, 2024
9:00AM EDT
2024-07-18T13:00:00Z
ETHICS AND COMPLIANCE: ADAPTING TO THE NEW REALITY
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
Marc Tassé, MBA, FCPA, FCA, CFF (UNIVERSITY OF OTTAWA)
1.0
$30.00
June 26, 2024
2:00PM EDT
2024-06-26T18:00:00Z
ESOP VS. PRIVATE EQUITY: HOW AN ESOP SALE CAN NOW COMPETE WITH PRIVATE EQUITY
Bill Dunn (PERPETUATE CAPITAL)
Bill Dunn (PERPETUATE CAPITAL)
1.0
FREE
Self-Study CPE
Expiration Date
Course Title
Credits
Fee
June 21, 2025
3.0
$90.00
June 7, 2025
4.0
$120.00
June 5, 2025
1.5
$45.00
June 3, 2025
2.0
$60.00
May 28, 2025
2.0
$60.00
Publications
Publication Date
Name
Fee
Member Resources
Post Date
Name
Fee
$179.10
Archived Webinars
Please Note: Archived webinars do not qualify for CPE
Date
Course Title
Hours
Fee
June 24, 2024
MATCH YOUR MONEY WITH YOUR PROFILE FOR OPTIMAL RETIREMENT SUCCESS
Dave Hall (RETIREMENT RISK ADVISORS)
Dave Hall (RETIREMENT RISK ADVISORS)
1.0
FREE
June 24, 2024
1.0
FREE
June 24, 2024
REDEFINING THE CLIENT EXPERIENCE: TECH-ENABLED GROWTH TACTICS
Erin Leckie (WOLTERS KLUWER TAX & ACCOUNTING)
Erin Leckie (WOLTERS KLUWER TAX & ACCOUNTING)
1.0
FREE
June 24, 2024
BUYING & SELLING ACCOUNTING FIRMS: INSIDER TIPS FROM BROKER, BANKER, & LAWYER
Todd C Steinberg (THRIVE FINANCIAL GROUP)
Todd C Steinberg (THRIVE FINANCIAL GROUP)
1.0
FREE
June 24, 2024
GROWING REVENUE TO A MILLION AND BEYOND WITH IGNITION AND TAX REP NETWORK
Eric Green, Esq (TAX REP NETWORK)
Eric Green, Esq (TAX REP NETWORK)
1.0
FREE
