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

• Daniel Johnson
• 2 Credits

Intro to Nonqualified Deferred Compensation (NQDC)

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

• Sia Kal
• 1.5 Credits

Firm Growth Strategy: Manager Accountability Frameworks

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

• Lynn Fountain, CRMA, CPA (US), CGMA, MBA
• 3 Credits

Economic Trends and Accounting Developments: Q1 2026 Updates

• CGFM
• CMA
• CPA (US)
• CFA
• CIPM
• CTP

• AJAG Professional Development
• 13 Credits

Canadian Tax Fundamentals for Co-op Students

• CPA in Canada

• AJAG Professional Development
• 3 Credits

Canada ASPE & ASNPO: Key Standards & Recent Changes

• CPA in Canada

• AJAG Professional Development
• 3 Credits

CAS 240 Updates: Fraud Risk Assessment and Documentation

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