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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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May 8, 2025 10:00 AM EDT
DEALING WITH CLOSED EXAMS: TIPS FOR HELPING CLIENTS WHO IGNORED THE IRS
Catharine O'Connor (TAX MENTOR)
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1.0
FREE
May 8, 2025 11:00 AM 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 11:00 AM 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 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
May 8, 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
May 8, 2025 2:00 PM EDT
BUILD YOUR MOST EFFICIENT FIRM WITH INTUIT PROCONNECT TAX AUTOMATION & INSIGHTS
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
May 8, 2025 2:00 PM EDT
FROM ERRORS TO ACCURACY: HOW TO OPTIMIZE AP AND ENSURE RELIABLE PROCESSES
Casey Dial (YOOZ INC.)
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1.0
FREE
May 8, 2025 4:00 PM EDT
CDs VS. ANNUITIES: WHAT ARE THE DIFFERENCES IN 2025?
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
May 9, 2025 10:00 AM EDT
NAVIGATING IRS INSTALLMENT AGREEMENT OPTIONS
Catharine O'Connor (TAX MENTOR)
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1.0
FREE
May 9, 2025 3:00 PM EDT
CHANGING YOUR RESIDENCY
Joseph N. Endres (HODGSON RUSS LLP)
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1.5
FREE
May 12, 2025 9:00 AM EDT
IRS PRESENTING: INDEPENDENT CONTRACTOR VS. EMPLOYEE
Anika Pompey (IRS)
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1.5
FREE
May 12, 2025 10:00 AM EDT
FINANCIAL AND ORGANIZATIONAL PLANNING FOR BUSINESSES: ENSURING A BRIGHT FUTURE
Lisa Hutter (IRONOAK WEALTH)
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1.0
FREE
May 12, 2025 11:00 AM 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 1:00 PM EDT
IRS FORMS 1041/706/709: BEYOND THE NUMBERS FOR ESTATE & INCOME TAX ELECTIONS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.5
$45.00
May 12, 2025 4:00 PM EDT
MINDFUL TECHNOLOGY: EMBRACING TECHNOLOGY, INNOVATION, AND HUMAN CONNECTION
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
May 12, 2025 6:00 PM 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 9:00 AM EDT
CHARITABLE GIVING AND DONOR-ADVISED FUNDS
Richard Peck (RICHARD C. PECK CONSULTING, LLC)
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1.0
FREE
May 13, 2025 11:00 AM EDT
DECIPHERING THE TYPES OF FINANCIAL ADVISORS IN 2025
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
May 13, 2025 12:00 PM EDT
TAX AUTOMATION: THE LATEST TOOLS & PROCESSES YOU NEED TO KNOW
Danielle Esper (THOMSON REUTERS)
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1.0
FREE
May 13, 2025 12:00 PM EDT
BUSINESS INCORPORATION STRATEGIES
Nellie Akalp (CORPNET.COM)
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1.5
FREE

Member Resources

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Deal: The B3 Method Institute Membership
The B3 Method Institute
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FREE
Cannabis Accounting Podcast
DOPE CFO
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The Unique CPA
Tri-Merit Specialty Tax Professionals
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DM Disruption Podcast
The Designated Motivator
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Tax Help Software Six-Month Trial
Tax Mentor
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$250.00