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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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May 7, 2025 4:00PM 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
May 8, 2025 11:00AM EDT
ETHICS: THIS IS HOW TO LEAD BY EXAMPLE
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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2.0
$60.00
May 8, 2025 11:00AM EDT
EQ: WHERE THE RUBBER MEETS THE ROAD!
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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1.0
FREE
May 8, 2025 1:00PM EDT
FROM BOTTLENECK TO BREAKTHROUGH: TRANSFORM YOUR TAX PREP PROCESS
Scott Keil (THOMSON REUTERS)
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1.0
FREE
May 9, 2025 3:00PM EDT
CHANGING YOUR RESIDENCY
Joseph N. Endres (HODGSON RUSS LLP)
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1.5
FREE
May 12, 2025 11:00AM EDT
§1031 TAX DEFERRED EXCHANGE ISSUES IN TODAY'S MARKET
Scott Saunders (ASSET PRESERVATION INC)
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1.0
FREE
May 12, 2025 6:00PM EDT
BRAND NEW COURSE!
CREA PROPUESTAS DE VALOR IRRESISTIBLES PARA TUS CLIENTES CONTABLES
Vanessa Vasquez, MBA (VASQUEZ SERVICES / QUICKBOOKSENESPANOL.COM)
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1.0
FREE
May 13, 2025 9:00AM EDT
CHARITABLE GIVING AND DONOR-ADVISED FUNDS
Richard Peck (RICHARD C. PECK CONSULTING, LLC)
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1.0
FREE
May 13, 2025 12:00PM EDT
BUSINESS INCORPORATION STRATEGIES
Nellie Akalp (CORPNET.COM)
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1.5
FREE
May 13, 2025 4:00PM EDT
GIG WORKERS: TAX RULES AND POLICY CONSIDERATIONS
Annette Nellen (SAN JOSE STATE UNIVERSITY)
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1.0
FREE
May 14, 2025 10:00AM EDT
THE ACCOUNTING TALENT PIPELINE: BUILDING FROM THE GROUND UP
Tamera Loerzel (CONVERGENCECOACHING, LLC)
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1.0
FREE
May 14, 2025 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
May 14, 2025 11:00AM EDT
$3.6 MILLION SAVED: HOW 4 COMPANIES MINIMIZED THEIR CREDIT CARD PROCESSING FEES
Jeremy Layton (VERISAVE.COM)
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1.0
FREE
May 14, 2025 12:00PM EDT
MERCHANT ACCOUNT WORKSHOP: 10 PROBLEMATIC FEES AND WHERE TO FIND THEM
Emma Talley (VERISAVE.COM)
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1.0
FREE
May 14, 2025 1:00PM EDT
PROFESSIONAL ETHICS & CONCEPTUAL FRAMEWORK DECISION MAKING: REAL WORLD CASES
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
May 14, 2025 4:00PM EDT
LIFE INSURANCE PLANNING IN 2025: A GUIDE FOR CPAs
Lee Slavutin, MD, CLU (STERN SLAVUTIN 2, INC.)
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1.5
FREE
May 14, 2025 5:30PM EDT
GRANTOR TRUST RULES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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1.0
FREE
May 15, 2025 9:30AM EDT
BRAND NEW COURSE!
TAX PRACTITIONER ETHICS: CIRCULAR 230 PROPOSED CHANGES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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1.0
$30.00
May 15, 2025 10:00AM EDT
CHANGE MANAGEMENT AND RESTRUCTURING ORGANIZATIONS
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
May 20, 2025 1:00PM EDT
FROM BOTTLENECK TO BREAKTHROUGH: TRANSFORM YOUR TAX PREP PROCESS
Scott Keil (THOMSON REUTERS)
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1.0
FREE

Member Resources

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Simply Tax Podcast
Forvis Mazars
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The Tech Talk for Accountants Show
Andrew Lassise
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150 IRS Response Letter Templates
ASTPS
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$80.00
Deal: The B3 Method Institute Membership
The B3 Method Institute
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FREE
Divvy Offers the Credit & Software Your Business Needs to Thrive
BILL Spend & Expense
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