Free CPE Webinars

• Warren Bergstein, CPA, AEP©
• 1 Credit

Estate and Trust Planning Strategies After OBBBA

• Nov 20, 11:00 AM ET

• AFSP
• CRTP
• CPA (US)
• CFA
• EA
• ORTP

• Rebecca Thoune
• 2 Credits

Employee Ownership for Worker Cooperative CPAs and Tax Advisors

• Nov 20, 12:30 PM ET

• CPA in Canada
• CPA (US)
• CA - ICAEW
• HRCI - aPHRi
• PHR
• PHRca

• Philemon Lekula
• 2 Credits

Internal Audit Planning: Risk, Resources, Coverage

• Nov 20, 03:00 PM ET

• CPA in Canada
• CRMA
• CFE
• CGAP
• CGFM
• CIA

• Garrett Wasny, MA, CMC, CITP/F...
• 2 Credits

ChatGPT for IRS and CRA Tax Law Research

• Nov 20, 03:00 PM ET

• CPA in Canada
• CPA (US)
• IA LPA
• ME LPA
• DE LPA

• Ilene Slatko
• 1 Credit

Estate Planning Valuations: From Basics to Key Assumptions

• Nov 20, 04:00 PM ET

• AFSP
• CRTP
• CFP (US)
• CPA (US)
• CFA
• EA

• Jason Dinesen, EA
• 1 Credit

Form 1099 Essentials: Reporting Made Simple

• Nov 23, 10:00 AM ET

• AFSP
• CRTP
• CPA (US)
• EA
• ORTP
• HRCI - aPHRi

• Rita BasuMallick
• 1.5 Credits

Hedge Fund Financials: Year-End Audit Review Guide

• Nov 23, 11:00 AM ET

• CIA
• CPA (US)
• IAP
• QIAL
• IA LPA
• ME LPA

• Drew Stevens
• 1 Credit

AI Advisor Paradox: Human Judgment in Financial Decisions

• Nov 23, 01:30 PM ET

• CPA (US)
• CFA
• CGMA
• CPA/PFS
• ChFC
• FSCP

• Garrett Wasny, MA, CMC, CITP/F...
• 2 Credits

NotebookLM Use Cases for Professionals

• Nov 23, 03:00 PM ET

• CPA in Canada
• CPA (US)
• IA LPA
• ME LPA
• DE LPA

• John Paul Ruiz, QKA
• 2.5 Credits

401(k) Insights: Tax Perks, Contributions, and Rules

• Nov 24, 09:00 AM ET

• AFSP
• CRTP
• CPA (US)
• CFA
• EA
• ORTP

• Daven Sharma
• 1 Credit

Reducing Lifetime Taxes in Retirement

• Nov 24, 11:30 AM ET

• AFSP
• CRTP
• CPA (US)
• CFA
• EA
• ORTP

• Rita BasuMallick
• 2 Credits

Hedge Fund Compliance: SEC Rules & Reporting Essentials

• Nov 24, 12:30 PM ET

• CPA (US)
• CFA
• ChFC
• CLU
• FSCP
• CASL

• AJAG Professional Development
• 1 Credit

ASPE and ASNPO Refresher

• CPA in Canada

• Chris Rivera
• 1 Credit

Bursting myths around Offshoring for an Accounting firm

• CPA in Canada
• CPA (US)
• IA LPA
• ME LPA
• DE LPA

• Jody Grunden, CPA (US)
• 1.5 Credits

How To Scale CFO And Advisory Services With Offshoring

• CPA in Canada
• CPA (US)
• CA - ICAEW
• CGMA
• HRCI - aPHRi
• PHR

• Shalin (Shawn) Parikh
• 2 Credits

Offshoring! Still A Stigma Or New Normal For Accounting Firms!

• CPA in Canada
• CMA
• CPA (US)
• CA - ICAEW
• ACCA
• CA - Ireland

• Shalin (Shawn) Parikh
• 1.5 Credits

How to Scale CAAS (Client Accounting & Advisory Service) + VCFO with Offshoring!

• CPA in Canada
• CPA (US)
• CA - ICAEW
• ACCA
• CA - Ireland
• CA - Scotland

• Ty Sank
• 1 Credit

How Accounting Firms Are Getting Paid Faster With BigTime

• CPA in Canada
• CFE
• CGFM
• CPA (US)
• CA - ICAEW
• ACCA

• Greg Litster
• 1 Credit

This Ain’t Your Grandpappy’s Payment Fraud - Part 1

• CPA in Canada
• CRMA
• CPA/CFF
• CFE
• CIA
• CPA (US)

• Greg Litster
• 1 Credit

This Ain’t Your Grandpappy’s Payment Fraud - Part 2

• CRMA
• CPA/CFF
• CFE
• CIA
• CPA (US)
• IAP

• Shalin (Shawn) Parikh
• 1.5 Credits

Key to Scale in Offshoring: PROCESSES!

• CPA in Canada
• CPA (US)
• CA - ICAEW
• ACCA
• CA - Ireland
• CA - Scotland

• Greg Litster
• 1 Credit

Inside Job, Outside Job! Low Tech Fraud in a High Tech World - (Embezzlement, ECheck Fraud & Holder-In-Due-Course)

• CRMA
• CPA/CFF
• CFE
• CGFM
• CIA
• CPA (US)

• Greg Litster
• 1 Credit

The Power of Positive Pay: How It Works, When It Doesn’t, Legal Reasons to Use It

• CPA in Canada
• CFE
• CPA (US)
• IA LPA
• ME LPA
• DE LPA

• Phillip DeDominicis
• 2 Credits

ESOP Overview For Owners, CFOs & CPAs

• AFSP
• CRTP
• CPA (US)
• EA
• ORTP
• HRCI - aPHRi