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Date
Course Title
Credits
Fee
March 28, 2025 11:00 AM EDT
ONE DATE ONLY!

PHILANTHROPY 101: TRENDS, INSIGHTS, AND PLANNING FOR CHARITABLE GIVING
Katie Collins (Pathway Philanthropic Solutions)
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1.0
FREE
March 28, 2025 12:00 PM EDT

THE PROVEN PROCESS TO HIRE AMAZING EMPLOYEES FOR YOUR ACCOUNTING FIRM
Marine Clark (Dream Firms)
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1.0
FREE
March 28, 2025 2:00 PM EDT

INCOME TAX ELECTIONS FOR ESTATES
Martin Shenkman (Shenkman Law)
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1.0
FREE
March 28, 2025 3:00 PM EDT
BRAND NEW COURSE!

ASCEND LEADERSHIP MONTHLY: BUILDING TRUST IN TEAMS
Jina Etienne, CPA, CGMA (Etienne Consulting)
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1.0
FREE
March 29, 2025 11:00 AM EDT

THE CHANGING WORLD OF RETIREMENT
Dave Hall (Retirement Risk Advisors)
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2.0
FREE
March 31, 2025 9:00 AM EDT

PASS-THROUGH ENTITIES HELD BY TRUSTS
Steve Gorin, CGMA, CPA, J.D. (Thompson Coburn LLP)
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2.0
FREE
March 31, 2025 10:30 AM EDT

LIENS & IRS COLLECTION APPEALS: NUANCES & OPPORTUNITIES IN APPEALS COLLECTION
E. Martin Davidoff (Prager Metis CPAs, LLC)
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1.5
FREE
March 31, 2025 2:00 PM EDT

TAX SEASON GROUP THERAPY: SHARE YOUR PAIN, FIND SOLUTIONS
Ryan Embree (Ignition)
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1.0
FREE
March 31, 2025 2:00 PM EDT

THE PRICING PROBLEM: HOW HOURLY BILLING KILLS YOUR PROFITS & WHAT TO DO ABOUT IT
Tyler Clark (Dream Firms)
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1.0
FREE
March 31, 2025 4:00 PM EDT

INTRODUCTION TO FINANCIAL PLANNING FOR EQUITY COMPENSATION
Rizek Housari (Divergent Wealth)
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1.0
FREE
April 1, 2025 9:00 AM EDT

GRANTOR TRUST RULES
Steve Gorin, CGMA, CPA, J.D. (Thompson Coburn LLP)
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1.0
FREE
April 1, 2025 10:00 AM EDT
ONE DATE ONLY!

PHILANTHROPY 201: MOVING FROM TRANSACTIONAL GIVING TO A STRATEGIC PLAN
Katie Collins (Pathway Philanthropic Solutions)
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1.0
FREE
April 1, 2025 11:00 AM EDT

CREATIVE THINKING AND CREATIVE PROBLEM SOLVING
Michael Gregory (Michael Gregory Consulting LLC)
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1.0
FREE
April 1, 2025 11:00 AM EDT

UNLOCK EFFICIENCY & REVENUE GROWTH WITH IGNITION
Marcus Dillon (Dillon Business Advisors)
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1.0
FREE
April 1, 2025 1:00 PM EDT

THE 4 SECRETS TO ONLINE CLIENT ACQUISITION TO SMASH YOUR CPA FIRM'S GROWTH GOALS
Tyler Clark (Dream Firms)
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1.0
FREE
April 1, 2025 1:00 PM EDT
BRAND NEW COURSE!

THE “C” IN CAS STANDS FOR CHANGE: STRATEGIES FOR CHANGE MANAGEMENT SUCCESS
Amy Franko (Amy Franko Associates)
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1.0
FREE
April 1, 2025 2:00 PM EDT

2024 GIFT TAX RETURNS: FORM 709
Robert Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA (Keebler & Associates, LLP)
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2.0
$60.00
April 1, 2025 4:00 PM EDT
ONE DATE ONLY!

SMART WOMEN RETIRE RIGHT
Terri McGray (Longevity Capital Management LLC)
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1.5
FREE
April 2, 2025 9:00 AM EDT
BRAND NEW COURSE!

ETHICAL GOVERNANCE AND INTEGRITY IN INTERNAL AUDITING
Marc Tassé, MBA, FCPA, FCA, FCG, CFF (University Of Ottawa)
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2.0
$60.00
April 2, 2025 10:00 AM EDT
BRAND NEW COURSE!

THE RESILIENT LEADER: NAVIGATING CHANGE WITH CONFIDENCE
Jina Etienne, CPA, CGMA (Etienne Consulting)
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1.0
FREE