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Date
Course Title
Credits
Fee
September 30, 2023 11:00AM EDT
BRAND NEW COURSE!

ESTATE PLANNING TECHNIQUES: THE GOOD, THE BAD AND THE UGLY
Alan Gassman (Gassman, Crotty & Denicolo, P.A.)
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1.0
FREE
October 2, 2023 9:00AM EDT
ONE DATE ONLY!

INTERNATIONAL TAX: BASICS OF INCOME SOURCING
Patrick McCormick, JD, LLM (McCormick Tax, P.C.)
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1.5
FREE
October 2, 2023 10:30AM EDT

THE TRUTH ABOUT REVERSE MORTGAGES: EVERYTHING YOU NEED TO KNOW
Dave Hall (Retirement Risk Advisors)
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1.5
FREE
October 2, 2023 12:00PM EDT
ONE DATE ONLY!

2022 RETURNS: FUNDAMENTALS OF INCOME TAXATION OF TRUSTS & FORM 1041 PLANNING
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (Keebler & Associates, LLP)
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2.0
$50.00
October 2, 2023 2:00PM EDT

TAX ETHICS AND BEST PRACTICES
Roby Sawyers (Roby Sawyers, CPA, PhD, Professor Of Accounting)
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2.0
$50.00
October 2, 2023 2:00PM EDT

TIMESHEETS.COM: BILLABLE TIME AND EXPENSE TRACKING WITH QUICKBOOKS
Joel Slatis (Timesheets.com)
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1.0
FREE
October 2, 2023 5:00PM 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 2, 2023 6:00PM EDT
ONE DATE ONLY!

U.S. TAXATION OF FOREIGN NATIONALS
Katrina Haynes, CPA (Haynes Global Tax Experts LLC)
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1.0
FREE
October 3, 2023 9:00AM EDT
ONE DATE ONLY!

CLIENT ACQUISITION 2.0: GOING BEYOND REFERRALS TO BUILD YOUR DREAM CPA FIRM
Tyler S. Clark (Dream Firms)
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1.0
FREE
October 3, 2023 10:00AM EDT

BECOMING A CHERISHED ADVISOR®: HOW TO GROW & SCALE A CAS PRACTICE
Amy Vetter, CPA, CITP, CGMA (The B3 Method Institute)
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1.0
FREE
October 3, 2023 10:00AM EDT

STARTING A TAX REP CASE: 8821 VS 2848
Angelene Wierzbic, EA, CTRS (ASTPS)
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1.0
FREE
October 3, 2023 11:00AM EDT
ONE DATE ONLY!

ANNUITIES: MYTHS AND MISTAKES TO AVOID IN 2023
Carlos Dias Jr. (Dias Wealth)
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1.0
FREE
October 3, 2023 11:00AM EDT
ONE DATE ONLY!

UNDERSTANDING YOUR CYBERSECURITY TECH OPTIONS: HOW NON-TECHIES CAN MITIGATE RISK
Donny Shimamoto (IntrapriseTechKnowlogies LLC)
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2.0
$50.00
October 3, 2023 11:00AM EDT
ONE DATE ONLY!

WHY IS SALES TAX SO HARD?
Jamee Dunn (Avalara)
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1.0
FREE
October 3, 2023 12:00PM EDT

BREAK THE CHAINS: LIBERATE FROM QUICKBOOKS DESKTOP WITH ACCOUNTINGSUITE™️
Ted McRae (AccountingSuite)
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1.0
FREE
October 3, 2023 12:00PM EDT

INTRODUCTION TO INTUIT LACERTE: TAX SOFTWARE DEMONSTRATION
Kevin Reinard (Intuit Accountants)
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1.0
FREE
October 3, 2023 12:00PM EDT
BRAND NEW COURSE!

OPTIMIZING WAREHOUSE OPERATIONS: BEYOND QUICKBOOKS WITH SKUVAULT
Bill Peden (SkuVault)
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1.0
FREE
October 3, 2023 1:00PM EDT
BRAND NEW COURSE!

CHANGE MANAGEMENT STRATEGIES FOR SUCCESS
Heather D. Satterley, CPA, EA (Woodard)
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1.0
FREE
October 3, 2023 1:00PM EDT
ONE DATE ONLY!

WHAT IS NEW? PROPERTY TAX COMPLIANCE RETURNS AND FILING FOR YOUR CLIENTS
Carl Hoemke (Avalara)
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1.0
FREE
October 3, 2023 2:00PM EDT

TAX TECHNOLOGY: TAKE THE PAIN OUT OF SWITCHING TAX SOFTWARE
Aaron Seeman (Wolters Kluwer Tax & Accounting)
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1.0
FREE