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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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July 23, 2024 12:00PM EDT
INTRODUCTION TO INTUIT LACERTE: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
July 23, 2024 11:00AM EDT
INTRODUCTION TO LIFE INSURANCE IN 2024
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
July 23, 2024 11:00AM EDT
BRANDING YOUR FIRM FOR THE DIGITAL WORLD
Chris Cromer (CPA.COM)
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1.0
FREE
July 23, 2024 10:00AM EDT
HOW INTROVERTED ACCOUNTANTS CRUSH SALES WITHOUT USING HIGH PRESSURE TACTICS
Tyler S. Clark (DREAM FIRMS)
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1.0
FREE
July 23, 2024 9:00AM EDT
PASS-THROUGH ENTITIES HELD BY TRUSTS
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
July 22, 2024 6:00PM EDT
UNDERSTANDING MONEY TYPES: A COURSE FOR ADVISORS
Robina Bennion, CPA (reitred) (ROBINA BENNION)
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1.0
FREE
July 22, 2024 4:00PM EDT
BECOMING A CHERISHED ADVISOR®: THE TECHNOLOGY, THE PROCESS & PRACTICE MANAGEMENT
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
July 22, 2024 2:00PM EDT
GROW YOUR SMALL CPA FIRM WITH GOOGLE ADS
Christian Jones (TAXPROMARKETER)
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1.0
FREE
July 22, 2024 2:00PM EDT
2023 GIFT TAX RETURNS: FORM 709
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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2.0
$60.00
July 22, 2024 1:00PM EDT
HOW THE TOP 1% OF FIRMS ATTRACT $3,000-$15,000/MO CLIENTS
Matt Solomon (THE CENTER FOR ENLIGHTENED BUSINESS)
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1.0
FREE
July 22, 2024 12:00PM EDT
SMALL BUSINESS TIME TRACKING FOR SMALL BUSINESS ACCOUNTING PROFESSIONALS
Joel Slatis (TIMESHEETS.COM)
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1.0
FREE
July 22, 2024 11:00AM EDT
ETHICS AND LEADERSHIP FOR ACCOUNTANTS
Herb Rubenstein (HERB RUBENSTEIN CONSULTING)
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2.0
$60.00
July 22, 2024 11:00AM EDT
CLIENT ACQUISITION 2.0: GOING BEYOND REFERRALS TO BUILD YOUR DREAM CPA FIRM
Tyler S. Clark (DREAM FIRMS)
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1.0
FREE
July 20, 2024 11:00AM EDT
THE CHANGING WORLD OF RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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4.0
FREE
July 19, 2024 5:00PM EDT
TAX TRANSPARENCY IN A GLOBALIZED WORLD: INTERNATIONAL INFORMATION RETURNS
Crystal Stranger (OPTIC TAX, INC)
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1.0
FREE
July 19, 2024 4:00PM EDT
USE YOUR NATURAL ABILITIES TO ALLEVIATE STRESS
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
July 19, 2024 11:00AM EDT
THE PROVEN PROCESS TO HIRE AMAZING EMPLOYEES FOR YOUR ACCOUNTING FIRM
Marine Clark (DREAM FIRMS)
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1.0
FREE
July 19, 2024 9:00AM EDT
FIDUCIARY INCOME TAX REFRESHER AND UPDATE 2024
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
$60.00
July 18, 2024 4:00PM EDT
NEXUS BASICS AND THE MTC MULTISTATE VOLUNTARY DISCLOSURE PROGRAM
Richard Cram (MULTISTATE TAX COMMISSION)
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1.0
FREE
July 18, 2024 3:00PM EDT
THE PRICING PROBLEM: HOW HOURLY BILLING KILLS YOUR PROFITS & WHAT TO DO ABOUT IT
Tyler S. Clark (DREAM FIRMS)
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1.0
FREE

Member Resources

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Deal: The B3 Method Institute Membership
The B3 Method Institute
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FREE
Current Federal Tax Developments
Kaplan Financial Education
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The Value Pricing Podcast
Mark Wickersham FCA
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Referral Program: Melio
Melio
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32 Free Accounting Workflow Templates & Checklists
Jetpack Workflow
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FREE