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Date
Course Title
Credits
Fee
October 1, 2024 4:00PM 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
October 2, 2024 9:00AM EDT

LIENS & IRS COLLECTION APPEALS: NUANCES & OPPORTUNITIES IN APPEALS COLLECTION
E. Martin Davidoff (Prager Metis CPAs, LLC)
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1.5
FREE
October 2, 2024 11:00AM EDT

DON'T BE OVERCHARGED! LEVERAGE YOUR MERCHANT ACCOUNT DATA
Jeremy Layton (Verisave.com)
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1.0
FREE
October 2, 2024 12:00PM EDT

AI-POWERED AP: STREAMLINE YOUR WORKFLOW WITH MAKERSHUB
Ted McRae (MakersHub)
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1.0
FREE
October 2, 2024 1:00PM EDT

ACCOUNTING BEST PRACTICES: MITIGATING THE RISK OF CYBERATTACKS & PAYMENT FRAUD
Mark Brousseau (Brousseau & Associates)
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1.0
FREE
October 2, 2024 2:00PM EDT

INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
Kevin Reinard (Intuit Accountants)
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1.0
FREE
October 2, 2024 2:00PM EDT

OVERCOME THE STAFFING CRISIS WITH ADVANCED 1040 AUTOMATION
Carrie Bellinger (Thomson Reuters)
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1.0
FREE
October 2, 2024 3:00PM EDT

HOW CONTROLLERS CAN KEEP FRAUD AT BAY WITH VIRTUAL CARDS AND REAL-TIME BUDGETS
Aaron Wilkinson (BILL Spend & Expense)
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1.0
FREE
October 2, 2024 3:00PM EDT
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
October 2, 2024 4:00PM EDT

THE TOP 15 REASONS WHY PEOPLE RUN OUT OF MONEY IN RETIREMENT
Dave Hall (Retirement Risk Advisors)
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1.0
FREE
October 2, 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
October 3, 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
October 3, 2024 10:00AM EDT

IRAs AND THE SECURE ACT: PLANNING FOR POST-MORTEM DISTRIBUTIONS
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (Keebler & Associates, LLP)
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1.0
FREE
October 3, 2024 1:00PM EDT
BRAND NEW COURSE!

EFFICIENT CLIENT ONBOARDING FOR CPAs: IRS TAX MONITORING AND TAX DATA RETRIEVAL
Kevin Knull, CFP® (TaxStatus)
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1.0
FREE
October 3, 2024 1:00PM EDT

FUTURE-PROOFING AUDIT FIRMS: EMBRACING MODERNIZATION AND TECHNOLOGY
David Wyle, CPA (Thomson Reuters)
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1.0
FREE
October 3, 2024 2:00PM EDT

DIGITAL WORKPAPER PREP WITH TICTIE CALCULATE®
Joe Wroblewski (SafeSend)
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1.0
FREE
October 3, 2024 3:00PM EDT

PUBLIC ACCOUNTANTS: ATTRACT THE RIGHT CLIENTS WITH SMART MARKETING TECHNIQUES
Christian Jones (TaxProMarketer)
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1.5
FREE
October 3, 2024 4:00PM EDT
ONE DATE ONLY!

WHAT CPAs AND FINANCIAL PLANNERS SHOULD KNOW ABOUT TRUSTS AND ESTATES
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (Keebler & Associates, LLP)
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1.5
FREE
October 4, 2024 9:00AM EDT
ONE DATE ONLY!

THE INS AND OUTS OF FIRPTA: FOREIGN INVESTMENT IN U.S. REAL PROPERTY
Patrick McCormick, JD, LLM (McCormick Tax, P.C.)
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1.0
FREE
October 4, 2024 10:00AM EDT

FRAUD PREVENTION: IDENTIFYING, RESPONDING & INVESTIGATING
Marc Tassé, MBA, FCPA, FCA, CFF (University Of Ottawa)
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1.0
FREE