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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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February 7, 2025 3:00PM EST
IRS FORM 1040 SCHEDULES C AND E: SIMILARITIES AND DIFFERENCES
Marcia L. Miller, MBA, EA (FINANCIAL HORIZONS, INC)
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2.0
$60.00
September 19, 2024 5:00PM EDT
IRAs AND THE SECURE ACT: PLANNING FOR POST-MORTEM DISTRIBUTIONS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.0
FREE
August 20, 2024 5:00PM EDT
IRAs AND THE SECURE ACT: PLANNING FOR POST-MORTEM DISTRIBUTIONS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.0
FREE
October 3, 2024 10:00AM EDT
IRAs AND THE SECURE ACT: PLANNING FOR POST-MORTEM DISTRIBUTIONS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.0
FREE
August 26, 2024 11:00AM EDT
INVESTING: NAVIGATING STOCK MARKET VOLATILITY AND FEES IN 2024
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
August 21, 2024 2:00PM EDT
INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
August 28, 2024 2:00PM EDT
INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
August 20, 2024 3:00PM EDT
INTRODUCTION TO INTUIT PROSERIES: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
August 20, 2024 12:00PM EDT
INTRODUCTION TO INTUIT LACERTE: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
August 22, 2024 4:00PM EDT
INTRODUCTION TO COST SEGREGATION AND THE IMPACTS OF TAX REFORM
Eddie Price (KBKG)
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1.0
FREE
August 23, 2024 10:00AM EDT
INTERNATIONAL TAX: INFORMATION REPORTING FORMS CHECKLIST
Patrick McCormick, JD, LLM (MCCORMICK TAX, P.C.)
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1.0
FREE
September 18, 2024 2:00PM EDT
HOW TO TALK TO YOUR CLIENTS ABOUT TAX PREPARATION OUTSOURCING AND 7216 CONSENT
Pete Miele (SUREPREP)
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1.0
FREE
August 14, 2024 2:00PM EDT
HOW TO TALK TO YOUR CLIENTS ABOUT TAX PREPARATION OUTSOURCING AND 7216 CONSENT
Pete Miele (SUREPREP)
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1.0
FREE
September 4, 2024 3:00PM EDT
HOW TO START A CFO SERVICE THAT GETS REAL RESULTS
Adam Lean (THE CFO PROJECT)
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1.0
FREE
September 9, 2024 1:00PM EDT
HOW TO SLOW DOWN YOUR FIRM, BUT NOT YOUR REVENUE
Alex Meschi (SAM)
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1.0
FREE
August 13, 2024 2:00PM EDT
HOW TO SLOW DOWN YOUR FIRM, BUT NOT YOUR REVENUE
Alex Meschi (SAM)
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1.0
FREE
August 27, 2024 1:00PM EDT
HOW TO SLOW DOWN YOUR FIRM, BUT NOT YOUR REVENUE
Alex Meschi (SAM)
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1.0
FREE
September 6, 2024 9:00AM EDT
HOW TO SHIFT INCOME TO BENEFICIARIES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
August 15, 2024 12:00PM EDT
BRAND NEW COURSE!
HOW TO PRICE & PACKAGE YOUR SERVICES USING IGNITION
Jennie Moore (IGNITION)
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1.0
FREE
September 10, 2024 11:00AM EDT
HOW TO HANDLE UNCOMFORTABLE SITUATIONS EFFECTIVELY
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE

Member Resources

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Own Your Wealth Podcast
Cook Wealth Management Group
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Simply Tax Podcast
Forvis Mazars
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The Financial Mindset Fix: Mental Health for Financial Wealth
Joyce Marter Enterprises, Inc
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$147.00
Deal: The B3 Method Institute Membership
The B3 Method Institute
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FREE
Tax Help Software Six-Month Trial
Tax Mentor
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$250.00