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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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March 12, 2025 1:00PM EDT
INTRODUCTION TO INTUIT PROCONNECT TAX FOR HIGH-VOLUME FIRMS
Kevin Reinard (INTUIT ACCOUNTANTS)
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1.0
FREE
March 12, 2025 1:00PM EDT
BRAND NEW COURSE!
SPEND & EXPENSE AUTOMATION: BEST PRACTICES AND SAFEGUARDS FOR FIRMS
Donny Shimamoto (INTRAPRISETECHKNOWLOGIES LLC)
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1.0
FREE
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

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Member Resources

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The CPA Advisory Show
Chris Hervochon, CPA, CVA, LLC
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The Appy Hour
The Appy Hour
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Advance Your Excel Skills: Earn 124 CPE For Less Than $6 Per Credit Hour
Excel University
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$520.00
Become an Accountant Referral Partner
BILL
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Tax Help Software Six-Month Trial
Tax Mentor
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$250.00