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Live CPE Webinars

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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 17, 2025 10:00 AM EDT
GENERATION-SKIPPING TRANSFER TAX: STRATEGIES TO NAVIGATE ISSUES AND PITFALLS
Griffin Bridgers (HUTCHINS & ASSOCIATES LLC)
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1.5
FREE
April 17, 2025 11:00 AM EDT
THE AI ADVANTAGE IN AUDITING: MODERNIZE YOUR PRACTICE
David Wyle, CPA (THOMSON REUTERS)
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1.0
FREE
April 17, 2025 12:00 PM EDT
LOCKING DOWN YOUR BILL PAY WORKFLOW: ESSENTIAL TOOLS FOR FRAUD PREVENTION
Ted McRae (MAKERSHUB)
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1.0
FREE
April 17, 2025 1:00 PM EDT
FROM BOTTLENECK TO BREAKTHROUGH: TRANSFORM YOUR TAX PREP PROCESS
Scott Keil (THOMSON REUTERS)
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1.0
FREE
April 17, 2025 1:00 PM EDT
BRAND NEW COURSE!
2025 CFO PRIORITIES: WHAT IT MEANS FOR THE REST OF US
Nancy Wu (SKYSTEM)
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1.0
FREE
April 17, 2025 4:00 PM EDT
A STRATEGIC GUIDE FOR GOAL SETTING & GOAL GETTING
Mariette Martinez (MASTERYOURBOOKS LEARNING CENTER)
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1.0
FREE
April 18, 2025 9:00 AM EDT
ETHICS: UNETHICAL FINANCIAL BEHAVIOR AND FUNDAMENTALS OF INTERNAL INVESTIGATION
Marc Tassé, MBA, FCPA, FCA, FCG, CFF (UNIVERSITY OF OTTAWA)
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2.0
$60.00
April 18, 2025 11:00 AM EDT
ETHICS WEBINAR FOR WOMEN: SELF-ESTEEM MATTERS
Robbie Glantz (GLANTZ & ASSOCIATES, LLC)
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2.0
$60.00
April 18, 2025 4:00 PM EDT
LIENS & IRS COLLECTION APPEALS: NUANCES & OPPORTUNITIES IN APPEALS COLLECTION
E. Martin Davidoff (PRAGER METIS CPAS, LLC)
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1.5
FREE
April 21, 2025 9:00 AM EDT
PHILANTHROPIC OPPORTUNITIES WITH THE SECURE 2.0 ACT
Richard Peck (RICHARD C. PECK CONSULTING, LLC)
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1.0
FREE
April 21, 2025 2:00 PM EDT
UNETHICAL DECISIONS: BIASES, PRESSURES, AND SITUATIONAL FACTORS
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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2.0
$60.00
April 21, 2025 4:00 PM EDT
BRAND NEW COURSE!
FINANCIAL PLANNING FOR SPECIAL NEEDS: UNIQUE SCENARIOS AND CARE STRATEGIES
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 21, 2025 4:00 PM EDT
FINANCIAL PLANNING: SOCIAL SECURITY STRATEGIES
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 22, 2025 10:00 AM EDT
LONG-TERM CARE: A TIME BOMB FOR YOUR RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
April 22, 2025 11:00 AM EDT
THE BASICS OF NOT-FOR-PROFIT (NFP) FINANCIALS
Alexander Buchholz (PKF O'CONNOR DAVIES LLP)
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1.0
FREE
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
April 22, 2025 1:00 PM EDT
EXCEL TIPS & TRICKS: BEYOND THE BASICS
Jim Cline (EXCELCEO)
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1.5
FREE
April 22, 2025 2:00 PM EDT
TAX PREPARERS: BOOST YOUR FIRM'S EFFICIENCY WITH DRAKE SOFTWARE
Bethany Virga (DRAKE SOFTWARE)
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1.0
FREE
April 22, 2025 4:00 PM EDT
INTRODUCTION TO FINANCIAL PLANNING FOR EQUITY COMPENSATION
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE

Member Resources

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Ebook: Make Client Accounting Services a Win-Win for You and Your Clients
AccountantsWorld, LLC
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FREE
Accounting Twins Podcast
Accounting Twins
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Own Your Wealth Podcast
Cook Wealth Management Group
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The Soul of Enterprise: Business in the Knowledge Economy
The Soul of Enterprise
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Building the Premier Accounting Firm
Universal Accounting Center
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