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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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March 27, 2025 11:00AM EDT
BRAND NEW COURSE!
THE A, B, C, AND D'S OF MEDICARE AND RETIREMENT IN 2025
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
March 27, 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 27, 2025 12:30PM EDT
CREATING A GROWTH STRATEGY FOR YOUR CAS PRACTICE
Amy Franko (AMY FRANKO ASSOCIATES)
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1.0
FREE
March 27, 2025 4:00PM EDT
EQ: WHERE THE RUBBER MEETS THE ROAD!
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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1.0
FREE
March 27, 2025 5:00PM EDT
REDESIGNING YOUR PORTFOLIO FOR RETIREMENT: EVOLVING OPPORTUNITIES AND RISKS
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
March 28, 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 28, 2025 10:00AM EDT
FBARs AND FATCA FOR INDIVIDUAL TAX FILERS
Katrina Haynes, CPA (HAYNES GLOBAL TAX EXPERTS LLC)
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1.0
FREE
March 28, 2025 11:00AM EDT
PHILANTHROPY 101: TRENDS, INSIGHTS, AND PLANNING FOR CHARITABLE GIVING
Katie Collins (PATHWAY PHILANTHROPIC SOLUTIONS)
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1.0
FREE
March 28, 2025 3:00PM EDT
BRAND NEW COURSE!
ASCEND LEADERSHIP MONTHLY: BUILDING TRUST IN TEAMS
Jina Etienne, CPA, CGMA (ETIENNE CONSULTING)
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1.0
FREE
March 29, 2025 11:00AM EDT
THE CHANGING WORLD OF RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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2.0
FREE
March 31, 2025 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
March 31, 2025 10:30AM EDT
LIENS & IRS COLLECTION APPEALS: NUANCES & OPPORTUNITIES IN APPEALS COLLECTION
E. Martin Davidoff (PRAGER METIS CPAS, LLC)
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1.5
FREE
March 31, 2025 4:00PM EDT
INTRODUCTION TO FINANCIAL PLANNING FOR EQUITY COMPENSATION
Rizek Housari (DIVERGENT WEALTH)
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1.0
FREE
April 1, 2025 9:00AM EDT
GRANTOR TRUST RULES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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1.0
FREE
April 1, 2025 10:00AM EDT
PHILANTHROPY 201: MOVING FROM TRANSACTIONAL GIVING TO A STRATEGIC PLAN
Katie Collins (PATHWAY PHILANTHROPIC SOLUTIONS)
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1.0
FREE
April 1, 2025 11:00AM EDT
CREATIVE THINKING AND CREATIVE PROBLEM SOLVING
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
April 1, 2025 1:00PM EDT
BRAND NEW COURSE!
THE “C” IN CAS STANDS FOR CHANGE: STRATEGIES FOR CHANGE MANAGEMENT SUCCESS
Amy Franko (AMY FRANKO ASSOCIATES)
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1.0
FREE
April 1, 2025 2:00PM EDT
2024 GIFT TAX RETURNS: FORM 709
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (KEEBLER & ASSOCIATES, LLP)
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2.0
$60.00
April 1, 2025 4:00PM EDT
SMART WOMEN RETIRE RIGHT
Terri McGray (LONGEVITY CAPITAL MANAGEMENT LLC)
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1.5
FREE
April 2, 2025 11:00AM EDT
MERCHANT ACCOUNT WORKSHOP: 10 PROBLEMATIC FEES AND WHERE TO FIND THEM
Emma Talley (VERISAVE.COM)
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1.0
FREE

Member Resources

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Be a Part of the Virtual Network
Intuit TurboTax Live
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The Retirement Risk Show
Retirement Risk Advisors
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DWealth Muse
DWealth Education
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Own Your Wealth Podcast
Cook Wealth Management Group
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Become an Accountant Referral Partner
BILL
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