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Date
Course Title
Credits
Fee
December 10, 2024 3:00PM 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
December 10, 2024 4:00PM EST
ONE DATE ONLY!

DON'T PLAY THE LOTTERY WITH YOUR RETIREMENT: 5 LESSONS LEARNED
Dave Hall (Retirement Risk Advisors)
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1.0
FREE
December 10, 2024 4:00PM EST

THE TOP 15 REASONS WHY PEOPLE RUN OUT OF MONEY IN RETIREMENT
Dave Hall (Retirement Risk Advisors)
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1.0
FREE
December 10, 2024 5:00PM EST

LIENS & IRS COLLECTION APPEALS: NUANCES & OPPORTUNITIES IN APPEALS COLLECTION
E. Martin Davidoff (Prager Metis CPAs, LLC)
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1.5
FREE
December 11, 2024 9:00AM EST

GRANTOR TRUST RULES
Steve Gorin, CGMA, CPA, J.D. (Thompson Coburn LLP)
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1.0
FREE
December 11, 2024 12:00PM EST

ETHICS: PRACTICAL APPLICATIONS OF PROFESSIONAL STANDARDS
Larry Perry (CPA Practice Aids, LLC)
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2.0
$60.00
December 11, 2024 2:00PM EST

OVERCOME THE STAFFING CRISIS WITH ADVANCED 1040 AUTOMATION
Carrie Bellinger (Thomson Reuters)
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1.0
FREE
December 11, 2024 3:00PM EST
ONE DATE ONLY!

HOW TO BUILD A MILLION DOLLAR FIRM THROUGH ADVISORY SERVICES
Adam Lean (The CFO Project)
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1.0
FREE
December 12, 2024 10:00AM EST

ETHICS AND COMPLIANCE: ADAPTING TO THE NEW REALITY
Marc Tassé, MBA, FCPA, FCA, CFF (University Of Ottawa)
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1.0
$30.00
December 12, 2024 10:00AM EST

WHAT EVERY CPA SHOULD KNOW ABOUT FUNDING COLLEGE WITHOUT SACRIFICING RETIREMENT
Jodi Bloom (Cornerstone College Solutions)
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1.0
FREE
December 12, 2024 11:00AM EST

OVERCOMING YOUR INNER DEBBIE DOWNER
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (Badeau Consulting)
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1.0
FREE
December 12, 2024 12:00PM EST

PROFESSIONAL ETHICS & CONCEPTUAL FRAMEWORK DECISION MAKING: REAL WORLD CASES
Larry Perry (CPA Practice Aids, LLC)
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2.0
$60.00
December 12, 2024 5:00PM EST

UNDERSTANDING PORTABILITY: TAX-EFFICIENT WEALTH TRANSFER STRATEGIES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (Keebler & Associates, LLP)
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1.0
FREE
December 13, 2024 9:00AM EST

THE HEALTHY ACCOUNTANT: IS YOUR LIFESTYLE A VALUABLE ASSET OR BIG LIABILITY?
Jill Myers (Yodaya Wellness)
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1.0
FREE
December 13, 2024 10:00AM EST

ETHICS: THE HIDE AND SEEK GAME OF OFFSHORE FINANCE AND CIRCULAR 230 ETHICS
Crystal Stranger (Optic Tax, Inc)
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2.0
$60.00
December 13, 2024 10:30AM EST

CREATING A TECH STACK FOR YOUR TAX & CLIENT ADVISORY SERVICES PRACTICE
Amy Vetter, CPA, CITP, CGMA (The B3 Method Institute)
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1.5
FREE
December 13, 2024 12:00PM EST

PROFESSIONAL ETHICS FOR ENROLLED AGENTS AND OTHER TAX PRACTITIONERS
Larry Perry (CPA Practice Aids, LLC)
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2.0
$60.00
December 13, 2024 3:00PM EST

SOC 2 AUDITS: TOP 10 CONTROL FAILURES AND HOW TO AVOID THEM
Anurag Sharma (WithumSmith+Brown, PC)
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1.0
FREE
December 14, 2024 11:00AM EST

THE CHANGING WORLD OF RETIREMENT
Dave Hall (Retirement Risk Advisors)
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4.0
FREE
December 16, 2024 10:00AM EST

PIVOTING ON YOUR PATH
Amy Vetter, CPA, CITP, CGMA (The B3 Method Institute)
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1.0
FREE