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Live CPE Webinars

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March 12, 2025 2:00PM EDT
THE 4 SECRETS TO ONLINE CLIENT ACQUISITION TO SMASH YOUR CPA FIRM'S GROWTH GOALS
Tyler Clark (DREAM FIRMS)
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1.0
FREE
March 12, 2025 3:00PM EDT
TIME-SAVING TAX WORKFLOWS WITH IGNITION
Ryan Embree (IGNITION)
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1.0
FREE
March 12, 2025 5:00PM EDT
ROTH IRA STRATEGIES: A COMPREHENSIVE OVERVIEW
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
March 13, 2025 9:00AM EDT
BEING ETHICAL IN A CORRUPT ENVIRONMENT
Marc Tassé, MBA, FCPA, FCA, FCG, CFF (UNIVERSITY OF OTTAWA)
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1.0
$30.00
March 13, 2025 10:00AM EDT
CHANGE MANAGEMENT AND RESTRUCTURING ORGANIZATIONS
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
March 13, 2025 11:00AM EDT
§1031 TAX DEFERRED EXCHANGE ISSUES IN TODAY'S MARKET
Scott Saunders (ASSET PRESERVATION INC)
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1.0
$30.00
March 13, 2025 12:00PM EDT
LOCKING DOWN YOUR BILL PAY WORKFLOW: ESSENTIAL TOOLS FOR FRAUD PREVENTION
Ted McRae (MAKERSHUB)
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1.0
FREE
March 13, 2025 1:00PM EDT
CLIENT ACQUISITION 2.0: GOING BEYOND REFERRALS TO BUILD YOUR DREAM CPA FIRM
Tyler Clark (DREAM FIRMS)
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1.0
FREE
March 13, 2025 1:00PM EDT
BRAND NEW COURSE!
MAKE IT SO! TURNING FIRM GOALS INTO REALITY IN 2025
Heather D. Satterley, CPA, EA (WOODARD)
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1.0
FREE
March 13, 2025 3:00PM EDT
UNDERSTANDING PORTABILITY: TAX-EFFICIENT WEALTH TRANSFER STRATEGIES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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1.0
$30.00
March 13, 2025 4:00PM EDT
BRAND NEW COURSE!
FINANCIAL AND ORGANIZATIONAL PLANNING FOR BUSINESSES: ENSURING A BRIGHT FUTURE
Lisa Hutter (IRONOAK WEALTH)
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1.0
FREE
March 14, 2025 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
March 14, 2025 9:00AM 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
March 14, 2025 11:00AM EDT
UNDERSTANDING TAX TREATIES: UNITED STATES AND GERMANY
Patrick McCormick, JD, LLM (RIMON PC)
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1.0
$30.00
March 14, 2025 11:00AM EDT
HOW NON-TECHY ACCOUNTANTS PROTECT THEIR DATA WITHOUT BREAKING THE BUDGET
Adam Meyer (QUANTUM CYBERSECURITY AND INVESTIGATIONS, INC.)
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1.0
FREE
March 14, 2025 12:00PM EDT
HOW INTROVERTED ACCOUNTANTS CRUSH SALES WITHOUT USING HIGH PRESSURE TACTICS
Tyler Clark (DREAM FIRMS)
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1.0
FREE
March 14, 2025 1:00PM EDT
EXCEL: 3 SIMPLE WAYS TO IMPROVE RELIABILITY
Jeff Lenning, CPA, CITP (EXCEL UNIVERSITY)
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1.5
FREE
March 14, 2025 3:00PM EDT
END CP2000 NOTICES: UNDERSTAND & AVOID AUTOMATED UNDERREPORTER (AUR) AUDITS
Roger Nemeth, EA (TAX MENTOR)
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1.0
FREE
March 18, 2025 9:00AM EDT
BRAND NEW COURSE!
STRATEGIES FOR INTERNATIONAL TAX COMPLIANCE: NAVIGATING CRITICAL FORMS
Crystal Stranger (OPTIC TAX, INC)
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1.0
FREE
March 18, 2025 10:00AM EDT
BRAND NEW COURSE!
MAXIMIZING AI TOOLS FOR ACCOUNTANTS: INTRODUCTION TO AI AGENTS
Hector Garcia, CPA (HECTOR GARCIA, CPA)
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1.0
FREE

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Member Resources

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Tax Help Software Six-Month Trial
Tax Mentor
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$250.00
The SALTcast Podcast
Peisner Johnson & Company, LLP
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Breaking Beliefs - Amy Vetter
The B3 Method Institute
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Simply Tax Podcast
Forvis Mazars
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Become an Accountant Referral Partner
BILL
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