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Date
Course Title
Credits
Fee
July 17, 2024 4:30PM EDT
ONE DATE ONLY!

AN ADVANCED LOOK INTO ANNUITIES IN 2024
Carlos Dias Jr. (Dias Wealth)
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1.5
FREE
July 18, 2024 9:00AM EDT

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
July 18, 2024 10:00AM EDT
ONE DATE ONLY!

FINDING BIGFOOT: HOW TO REMOVE THE MYSTERY FOR YOUR BENEFICIARIES
Dave Hall (Retirement Risk Advisors)
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1.0
FREE
July 18, 2024 11:00AM EDT

TAX ETHICS AND BEST PRACTICES
Roby Sawyers (Roby Sawyers, CPA, PhD, Professor Of Accounting)
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2.0
$60.00
July 18, 2024 1:00PM EDT

HOW TO BUILD A MODERN VIRTUAL FIRM
Shahram Zarshenas (Financial Cents)
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1.0
FREE
July 18, 2024 1:00PM EDT

UNETHICAL DECISIONS: BIASES, PRESSURES, AND SITUATIONAL FACTORS
Jaclyn Badeau CPA, CGMA, MBA, EQ Certified (Badeau Consulting)
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2.0
$60.00
July 18, 2024 2:00PM EDT

MAXIMIZING PROFITABILITY: RIGHTSIZING STRATEGIES FOR TAX/ACCOUNTING FIRM OWNERS
Amanda Aguillard, CPA, COO (Padgett)
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1.0
FREE
July 19, 2024 9:00AM EDT

FIDUCIARY INCOME TAX REFRESHER AND UPDATE 2024
Steve Gorin, CGMA, CPA, J.D. (Thompson Coburn LLP)
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2.0
FREE
July 19, 2024 4:00PM EDT

USE YOUR NATURAL ABILITIES TO ALLEVIATE STRESS
Amy Vetter, CPA, CITP, CGMA (The B3 Method Institute)
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1.0
FREE
July 19, 2024 5:00PM EDT

TAX TRANSPARENCY IN A GLOBALIZED WORLD: INTERNATIONAL INFORMATION RETURNS
Crystal Stranger (Optic Tax, Inc)
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1.0
FREE
July 20, 2024 11:00AM EDT

THE CHANGING WORLD OF RETIREMENT
Dave Hall (Retirement Risk Advisors)
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4.0
FREE
July 22, 2024 11:00AM EDT

ETHICS AND LEADERSHIP FOR ACCOUNTANTS
Herb Rubenstein (Herb Rubenstein Consulting)
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2.0
$60.00
July 22, 2024 12:00PM EDT

SMALL BUSINESS TIME TRACKING FOR SMALL BUSINESS ACCOUNTING PROFESSIONALS
Joel Slatis (Timesheets.com)
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1.0
FREE
July 22, 2024 1:00PM EDT

HOW THE TOP 1% OF FIRMS ATTRACT $3,000-$15,000/MO CLIENTS
Matt Solomon (The Center For Enlightened Business)
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1.0
FREE
July 22, 2024 2:00PM EDT

2023 GIFT TAX RETURNS: FORM 709
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (Keebler & Associates, LLP)
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2.0
$60.00
July 22, 2024 2:00PM EDT

GROW YOUR SMALL CPA FIRM WITH GOOGLE ADS
Christian Jones (TaxProMarketer)
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1.0
FREE
July 22, 2024 4:00PM EDT
ONE DATE ONLY!

BECOMING A CHERISHED ADVISOR®: THE TECHNOLOGY, THE PROCESS & PRACTICE MANAGEMENT
Amy Vetter, CPA, CITP, CGMA (The B3 Method Institute)
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1.0
FREE
July 22, 2024 6:00PM EDT
ONE DATE ONLY!

UNDERSTANDING MONEY TYPES: A COURSE FOR ADVISORS
Robina Bennion, CPA (reitred) (Robina Bennion)
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1.0
FREE
July 23, 2024 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
July 23, 2024 11:00AM EDT
ONE DATE ONLY!

INTRODUCTION TO LIFE INSURANCE IN 2024
Carlos Dias Jr. (Dias Wealth)
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1.0
FREE