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Live CPE Webinars

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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
FREE
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
FREE
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
March 18, 2025 10:00AM EDT
TIME-SAVING TAX WORKFLOWS WITH IGNITION
Ryan Embree (IGNITION)
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1.0
FREE
March 18, 2025 11:00AM EDT
BRAND NEW COURSE!
FEDERAL TAX UPDATE (INCLUDING RECENT COURT CASES AND RULINGS) FEBRUARY 2025
David De Jong, CPA (STEIN SPERLING BENNETT DE JONG DRISCOLL PC)
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1.0
$30.00
March 18, 2025 1:00PM EDT
UNLOCK EFFICIENCY & REVENUE GROWTH WITH IGNITION
Marcus Dillon (DILLON BUSINESS ADVISORS)
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1.0
FREE
March 18, 2025 2:00PM EDT
THE PRICING PROBLEM: HOW HOURLY BILLING KILLS YOUR PROFITS & WHAT TO DO ABOUT IT
Tyler Clark (DREAM FIRMS)
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1.0
FREE
March 18, 2025 2:00PM EDT
COST SEGREGATION SOFTWARE TOOLS & TAX STRATEGIES
Sumit Sharma, CCSP, ASA (KBKG)
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1.0
FREE
March 18, 2025 4:00PM EDT
INTRODUCTION TO ANNUITIES IN 2025
Carlos Dias Jr. (DIAS WEALTH)
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1.0
FREE
March 18, 2025 4:00PM EDT
UNLOCKING SUCCESS: BUILDING YOUR SMALL FIRM'S IDEAL TECH STACK
Georgia Smith (WOLTERS KLUWER TAX & ACCOUNTING)
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1.0
FREE

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Member Resources

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Capstan Live
Capstan Tax Strategies
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The Retirement Risk Show
Retirement Risk Advisors
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Ebook: Make Client Accounting Services a Win-Win for You and Your Clients
AccountantsWorld, LLC
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FREE
Tax Help Software Six-Month Trial
Tax Mentor
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$250.00
The Boomer Briefing
Boomer Consulting, Inc.
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