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Live Webinars Self-Study CPE Archived Member Resources

Member Resources

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DM Disruption Podcast
The Designated Motivator
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Accounting Today Podcast
Accounting Today
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Current Federal Tax Developments
Kaplan Financial Education
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Simply Tax Podcast
Forvis Mazars
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Own Your Wealth Podcast
Cook Wealth Management Group
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Archived Webinars

Please Note: Archived webinars do not qualify for CPE

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December 16, 2024

EXPANDED ENFORCEMENT: COMBATING ESCALATING IRS CORRESPONDENCE
Hayley Bales (PROTECTION PLUS)

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1.0

FREE

December 16, 2024

MAXIFI PLANNER'S ROTH CONVERSION OPTIMIZER: LIFETIME TAX STRATEGY UNVEILED
Laurence Kotlikoff (MAXIFI)

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1.0

FREE

December 16, 2024

THE BASICS OF NOT-FOR-PROFIT (NFP) FINANCIALS
Alexander Buchholz (PKF O'CONNOR DAVIES LLP)

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1.0

FREE

December 16, 2024

PIVOTING ON YOUR PATH
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)

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1.0

FREE

December 16, 2024

TAX PLANNING AND RETIREMENT: WHAT PRACTITIONERS AND RETIREES NEED TO KNOW
Dave Hall (RETIREMENT RISK ADVISORS)

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1.0

FREE

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