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Date
Course Title
Credits
Fee
March 31, 2025 4:00PM EDT

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

GRANTOR TRUST RULES
Steve Gorin, CGMA, CPA, J.D. (Thompson Coburn LLP)
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1.0
FREE
April 1, 2025 10:00AM 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 11:00AM EDT

CREATIVE THINKING AND CREATIVE PROBLEM SOLVING
Michael Gregory (Michael Gregory Consulting LLC)
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1.0
FREE
April 1, 2025 2:00PM 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 4:00PM EDT
ONE DATE ONLY!

SMART WOMEN RETIRE RIGHT
Terri McGray (Longevity Capital Management LLC)
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1.5
FREE
April 2, 2025 11:00AM EDT

§1031 TAX DEFERRED EXCHANGE ISSUES IN TODAY'S MARKET
Scott Saunders (Asset Preservation Inc)
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1.0
FREE
April 2, 2025 11:00AM EDT

MERCHANT ACCOUNT WORKSHOP: 10 PROBLEMATIC FEES AND WHERE TO FIND THEM
Emma Talley (Verisave.com)
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1.0
FREE
April 2, 2025 4:00PM EDT

FINANCIAL PLANNING: SOCIAL SECURITY STRATEGIES
Rizek Housari (Divergent Wealth)
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1.0
FREE
April 2, 2025 4:00PM EDT

WHAT EVERY CPA SHOULD KNOW ABOUT FUNDING COLLEGE WITHOUT SACRIFICING RETIREMENT
Jodi Bloom (Cornerstone College Solutions)
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1.0
FREE
April 3, 2025 9:00AM EDT

FRAUD PREVENTION: IDENTIFYING, RESPONDING & INVESTIGATING
Marc Tassé, MBA, FCPA, FCA, CFF (University Of Ottawa)
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1.0
FREE
April 3, 2025 10:00AM EDT

CREATE WORK-LIFE HARMONY: CHANGE YOUR HABITS TO CHANGE YOUR LIFE
Amy Vetter, CPA, CITP, CGMA (The B3 Method Institute)
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1.0
FREE
April 3, 2025 12:00PM EDT

LOCKING DOWN YOUR BILL PAY WORKFLOW: ESSENTIAL TOOLS FOR FRAUD PREVENTION
Ted McRae (MakersHub)
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1.0
FREE
April 3, 2025 4:00PM EDT

TAX PLANNING AND RETIREMENT: WHAT PRACTITIONERS AND RETIREES NEED TO KNOW
Dave Hall (Retirement Risk Advisors)
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1.0
FREE
April 3, 2025 5:00PM EDT
BRAND NEW COURSE!

NET UNREALIZED APPRECIATION IN YOUR 401(k): MAXIMIZING RETIREMENT WEALTH
Rizek Housari (Divergent Wealth)
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1.0
FREE
April 7, 2025 4:00PM EDT

ROTH IRA STRATEGIES: A COMPREHENSIVE OVERVIEW
Rizek Housari (Divergent Wealth)
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1.0
FREE
April 7, 2025 6:00PM EDT
BRAND NEW COURSE!

DOCUMENTOS AL DÍA: EL ARTE DE ORGANIZAR PARA TAXES
Vanessa Vasquez, MBA (Vasquez Services :: QuickBooksEnEspanol.com)
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1.0
FREE
April 9, 2025 10:00AM EDT
ONE DATE ONLY!

BE MORE PRESENT TO BE PRODUCTIVE: INTENTIONAL TIME MANAGEMENT
Amy Vetter, CPA, CITP, CGMA (The B3 Method Institute)
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1.0
FREE
April 9, 2025 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
April 9, 2025 11:00AM EDT

CHANGE MANAGEMENT AND RESTRUCTURING ORGANIZATIONS
Michael Gregory (Michael Gregory Consulting LLC)
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1.0
FREE