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Date
Course Title
Credits
Fee
August 22, 2024 5:00PM EDT

PASS-THROUGH ENTITIES HELD BY TRUSTS
Steve Gorin, CGMA, CPA, J.D. (Thompson Coburn LLP)
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2.0
FREE
August 23, 2024 9:00AM EDT
ONE DATE ONLY!

DIVORCE: A NEW BEGINNING FOR YOUR CLIENTS
Lisa Hutter (IronOak Wealth)
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1.0
FREE
August 23, 2024 3:00PM EDT
ONE DATE ONLY!

DIVERSITY & INCLUSION 1-ON-1: BEING HEARD AT WORK
Jina Etienne, CPA, CGMA (Etienne Consulting)
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1.0
FREE
August 23, 2024 5:00PM EDT
ONE DATE ONLY!

GIG WORKERS: TAX RULES AND POLICY CONSIDERATIONS
Annette Nellen (San Jose State University)
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1.0
FREE
August 26, 2024 9:00AM EDT
ONE DATE ONLY!

GRANTOR TRUST RULES
Steve Gorin, CGMA, CPA, J.D. (Thompson Coburn LLP)
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1.0
FREE
August 26, 2024 10:00AM EDT
ONE DATE ONLY!

WORK WELL REMOTELY: HEALTHY HABITS AT HOME
Marcey Rader CSP (RaderCo)
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1.0
FREE
August 26, 2024 11:00AM EDT
ONE DATE ONLY!

ETHICS OF ADVERTISING: WHERE CIRCULAR 230 AND FTC RULES MEET
Crystal Stranger (Optic Tax, Inc)
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2.0
$60.00
August 26, 2024 4:30PM EDT

CREATING A TECH STACK FOR YOUR TAX & CLIENT ADVISORY SERVICES PRACTICE
Amy Vetter, CPA, CITP, CGMA (The B3 Method Institute)
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1.5
FREE
August 27, 2024 10:00AM EDT

SECTION 174 R&D CAPITALIZATION REGULATIONS: COMPLIANCE AND REGULATION UPDATES
Crystal Stranger (Optic Tax, Inc)
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1.0
FREE
August 27, 2024 11:00AM EDT
ONE DATE ONLY!

TAX TRANSPARENCY IN A GLOBALIZED WORLD: INTERNATIONAL INFORMATION RETURNS
Crystal Stranger (Optic Tax, Inc)
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1.0
FREE
August 27, 2024 12:00PM EDT

THE 2024 BOI REPORT MANDATE FOR LLCs AND CORPORATIONS
Nellie Akalp (CorpNet.com)
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1.0
FREE
August 27, 2024 12:30PM EDT

PUBLIC ACCOUNTANTS: ATTRACT THE RIGHT CLIENTS WITH SMART MARKETING TECHNIQUES
Christian Jones (TaxProMarketer)
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1.5
FREE
August 27, 2024 3:00PM 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
August 27, 2024 3:00PM EDT

ACCOUNTING BEST PRACTICES: MITIGATING THE RISK OF CYBERATTACKS & PAYMENT FRAUD
Mark Brousseau (Brousseau & Associates)
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1.0
FREE
August 27, 2024 4:00PM EDT
ONE DATE ONLY!

PORTFOLIO MONITORING, BENCHMARKING, AND ANALYSIS
Terri McGray (Longevity Capital Management LLC)
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1.5
FREE
August 28, 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
August 28, 2024 12:00PM EDT
ONE DATE ONLY!

FINDING OPPORTUNITY: IDENTIFYING SPECIALTY TAX INCENTIVE TRIGGERS
Todd French (Capstan Tax Strategies)
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1.0
FREE
August 28, 2024 1:00PM EDT
ONE DATE ONLY!

ESOP VS. PRIVATE EQUITY: HOW AN ESOP SALE CAN NOW COMPETE WITH PRIVATE EQUITY
Bill Dunn (Perpetuate Capital)
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1.0
FREE
August 28, 2024 2:00PM EDT

INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
Kevin Reinard (Intuit Accountants)
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1.0
FREE
August 28, 2024 2:00PM EDT

OVERCOME THE STAFFING CRISIS WITH ADVANCED 1040 AUTOMATION
Carrie Bellinger (Thomson Reuters)
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1.0
FREE