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Live Webinars Self-Study CPE Archived Member Resources

Live CPE Webinars

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January 17, 2025 11:00AM EST
BRAND NEW COURSE!
REFLECTION, PLANNING, AND GOAL SETTING FOR GREATER SUCCESS IN 2025
Darcy Roberts (THE MANAGEMENT COACH)
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1.0
FREE
January 17, 2025 12:00PM EST
2024-2025 FEDERAL TAX UPDATES FOR BUSINESSES: IRS PROCEDURE & LEGISLATION
Allison McLeod (ALLISON MCLEOD - ACCOUNTING MALPRACTICE)
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2.0
$60.00
January 21, 2025 9:00AM EST
PASS-THROUGH ENTITIES HELD BY TRUSTS
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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2.0
FREE
January 21, 2025 1:00PM EST
UNETHICAL DECISIONS: BIASES, PRESSURES, AND SITUATIONAL FACTORS
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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2.0
$60.00
January 21, 2025 4:00PM EST
1099 REPORTING: WHAT TO EXPECT IN 2025
Marcia L. Miller, MBA, EA (FINANCIAL HORIZONS, INC)
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2.0
$60.00
January 22, 2025 10:00AM EST
LONG-TERM CARE: A TIME BOMB FOR YOUR RETIREMENT
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
January 22, 2025 12:00PM EST
2024-2025 FEDERAL TAX UPDATES FOR BUSINESSES: CASES & UPDATES
Allison McLeod (ALLISON MCLEOD - ACCOUNTING MALPRACTICE)
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2.0
$60.00
January 22, 2025 3:00PM EST
FINDING OPPORTUNITY: IDENTIFYING SPECIALTY TAX INCENTIVE TRIGGERS
Todd French (CAPSTAN TAX STRATEGIES)
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1.0
FREE
January 23, 2025 4:00PM EST
FIVE RULES FOR CLEAR BUSINESS WRITING
Ryan Standil (WRITE TO EXCITE)
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1.0
FREE
January 24, 2025 3:00PM EST
LIENS & IRS COLLECTION APPEALS: NUANCES & OPPORTUNITIES IN APPEALS COLLECTION
E. Martin Davidoff (PRAGER METIS CPAS, LLC)
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1.5
FREE
January 27, 2025 10:00AM EST
BREAK FREE FROM BUSY: SIMPLE TO-DO SOLUTIONS FOR CPAS AND BOOKKEEPERS
Marcey Rader CSP (RADERCO)
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1.0
FREE
January 27, 2025 11:00AM EST
MINDFUL TECHNOLOGY: EMBRACING TECHNOLOGY, INNOVATION, AND HUMAN CONNECTION
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
January 28, 2025 4:00PM EST
CRYPTOCURRENCY: HOW TO FIND AND TRACK IT DURING DIVORCE LITIGATION
Mark DiMichael (CITRIN COOPERMAN)
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1.0
FREE
January 29, 2025 10:00AM EST
$3.6 MILLION SAVED: HOW 4 COMPANIES MINIMIZED THEIR CREDIT CARD PROCESSING FEES
Jeremy Layton (VERISAVE.COM)
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1.0
FREE
January 29, 2025 4:00PM EST
BECOMING A CHERISHED ADVISOR®: DESIGNING A SUCCESSFUL TAX & CAS EXPERIENCE
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
January 30, 2025 9:00AM EST
GRANTOR TRUST RULES
Steve Gorin, CGMA, CPA, J.D. (THOMPSON COBURN LLP)
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1.0
FREE
February 5, 2025 2:00PM EST
TO BE OR NOT TO BE ETHICAL: WHY ARE SOME FACED WITH THIS QUESTION?
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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2.0
$60.00
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
February 12, 2025 10:00AM EST
OVERCOMING YOUR INNER DEBBIE DOWNER
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (BADEAU CONSULTING)
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1.0
FREE

Member Resources

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Deal: The B3 Method Institute Membership
The B3 Method Institute
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FREE
Own Your Wealth Podcast
Cook Wealth Management Group
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DWealth Muse
DWealth Education
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Capstan Live
Capstan Tax Strategies
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Current Federal Tax Developments
Kaplan Financial Education
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