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Live CPE Webinars

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September 9, 2024 12:00PM EDT
BOI REPORTING IS HERE: ARE YOUR CLIENTS AND FIRM PREPARED?
Erin Leckie (WOLTERS KLUWER TAX & ACCOUNTING)
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1.0
FREE
September 9, 2024 12:00PM EDT
SUCCESSION PLANNING: IMPORTANT ASPECTS OF A SUCCESSFUL ACCOUNTING PRACTICE SALE
Todd C Steinberg (THRIVE FINANCIAL GROUP)
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1.0
FREE
September 9, 2024 1:00PM EDT
5 STEPS TO SECURE, STREAMLINE, AND GROW YOUR FIRM WITH BUSINESS ADVISORY
Matt Solomon (THE CENTER FOR ENLIGHTENED BUSINESS)
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1.0
FREE
September 9, 2024 1:00PM EDT
HOW TO SLOW DOWN YOUR FIRM, BUT NOT YOUR REVENUE
Alex Meschi (SAM)
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1.0
FREE
September 9, 2024 2:00PM EDT
LEADING CHANGE MANAGEMENT: YOUR FIRM, ACTIVATED
Will Hill (WILL HILL CONSULTS)
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1.0
FREE
September 9, 2024 3:00PM EDT
EXCEL: 3 SIMPLE WAYS TO IMPROVE RELIABILITY
Jeff Lenning, CPA, CITP (EXCEL UNIVERSITY)
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1.5
FREE
September 9, 2024 4:00PM EDT
EVOLVING RETIREMENT LAW: THE CHALLENGES, THE CHANGES & YOUR CHOICES
Dave Hall (RETIREMENT RISK ADVISORS)
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1.0
FREE
September 9, 2024 6:00PM EDT
BRAND NEW COURSE!
BANCOS CON TU HERRAMIENTA CONTABLE Y APLICACIONES
Vanessa Vasquez, MBA (VASQUEZ SERVICES / QUICKBOOKSENESPANOL.COM)
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1.0
FREE
September 10, 2024 9:00AM EDT
BEYOND THE FBAR: NEW FINCEN REQUIREMENTS WITH HEFTY PENALTIES
Crystal Stranger (OPTIC TAX, INC)
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1.0
FREE
September 10, 2024 11:00AM EDT
HOW TO HANDLE UNCOMFORTABLE SITUATIONS EFFECTIVELY
Michael Gregory (MICHAEL GREGORY CONSULTING LLC)
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1.0
FREE
September 10, 2024 12:00PM EDT
BUSINESS INCORPORATION STRATEGIES
Nellie Akalp (CORPNET.COM)
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1.5
FREE
September 10, 2024 12:00PM 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
September 10, 2024 2:00PM EDT
PUBLIC ACCOUNTANTS: ATTRACT THE RIGHT CLIENTS WITH SMART MARKETING TECHNIQUES
Christian Jones (TAXPROMARKETER)
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1.5
FREE
September 10, 2024 2:00PM EDT
ETHICS FOR ENROLLED AGENTS AND CPAs: BEST PRACTICES AND CLIENT BOUNDARIES
Angelene Wierzbic, EA, CTRS (ASTPS)
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2.0
$60.00
September 10, 2024 4:00PM 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
September 10, 2024 5:00PM EDT
BRAND NEW COURSE!
ADVANCING DIVERSITY, EQUITY & INCLUSION INITIATIVES IN THE ACCOUNTING INDUSTRY
Carl V. Hill (ALZHEIMER'S ASSOCIATION)
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1.0
FREE
September 11, 2024 11:00AM EDT
DEVELOPING YOUR 30-DAY PERSONAL PURPOSE PLAN
Amy Vetter, CPA, CITP, CGMA (THE B3 METHOD INSTITUTE)
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1.0
FREE
September 11, 2024 11:00AM EDT
$3.6 MILLION SAVED: HOW 4 COMPANIES MINIMIZED THEIR CREDIT CARD PROCESSING FEES
Jeremy Layton (VERISAVE.COM)
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1.0
FREE
September 11, 2024 12:00PM EDT
PROFESSIONAL ETHICS & CONCEPTUAL FRAMEWORK DECISION MAKING: REAL WORLD CASES
Larry Perry (CPA PRACTICE AIDS, LLC)
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2.0
$60.00
September 11, 2024 12:00PM EDT
NEWLY UPDATED!
THE CHECKLIST: REAL ESTATE INCENTIVES FOR TAX YEAR 2024
Jacob Wood, JD (CAPSTAN TAX STRATEGIES)
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1.0
FREE

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Estate Planning
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Excel
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IRS Classes
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Member Resources

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Referral Program: Melio
Melio
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DM Disruption Podcast
The Designated Motivator
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Capstan Live
Capstan Tax Strategies
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Tax Help Software Six-Month Trial
Tax Mentor
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$250.00
Simply Tax Podcast
Forvis Mazars
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