Self-Study CPE
TRUSTED ADVISORS AND MENTAL HEALTH CONCERNS: MAKING THE CASE FOR CHANGE
Archived Webinars
ADVISING CLIENTS ON THE CTA WITHOUT COMMITTING THE UNAUTHORIZED PRACTICE OF LAW
Recorded Date
November 11, 2024
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Law
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm
CONNELLY V. UNITED STATES: LEGAL UPDATES AND THEIR REAL WORLD EFFECTS
Recorded Date
November 4, 2024
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Small Business Owner
2025 GREEN BOOK REVENUE PROPOSALS: POTENTIAL ESTATE TAX IMPLICATIONS
Recorded Date
June 24, 2024
Cost
Free
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm
CORPORATE TRANSPARENCY ACT: DETAILED REVIEW AND PRACTICAL PLANNING
Recorded Date
February 14, 2024
Cost
Free
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Law
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
CORPORATE TRANSPARENCY ACT: PRACTICAL STEPS FOR CPAs
Recorded Date
December 27, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Business Law
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm
NAVIGATING CYBERSECURITY FOR ACCOUNTANTS
Recorded Date
November 22, 2023
Cost
Free
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Information Technology
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Small Business Owner
IMPROVING EXISTING IRREVOCABLE TRUSTS: DECANTING, REFORMING, AND PLANNING
Recorded Date
May 25, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm
ESTATE PLANNING IN FLORIDA: PLANNING YOU SHOULD KNOW
Recorded Date
April 21, 2023
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm
NEW PROPOSED REGULATIONS: ANTI-CLAWBACK RULE EXCEPTION
Recorded Date
April 6, 2023
Cost
Free
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Advanced
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
ESTATE PLANNING: RELIGIOUS CONSIDERATIONS
Recorded Date
February 10, 2023
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm
TRUST ADMINISTRATION FOR CPAs & ADVISORS: WHAT YOU NEED TO GUIDE YOUR CLIENTS
Recorded Date
July 15, 2022
Cost
$30.00
Presentation Length
2.0 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
ESTATE PLANNING TIPS AND CURRENT UPDATES
Recorded Date
May 9, 2022
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
GRAT AND VALUATION PLANNING AFTER CCA 202152018: WHAT PRACTITIONERS NEED TO KNOW
Recorded Date
February 25, 2022
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
SMALDINO TAX COURT CASE: IMPORTANT LESSONS ON HOW TO DO ESTATE PLANNING RIGHT
Recorded Date
January 31, 2022
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent
ESTATE PLANNING STEPS TO ADVISE CLIENTS TO TAKE NOW!
Recorded Date
November 5, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm
ESTATE TAX OVERHAUL: RADICAL CHANGES REQUIRE IMPORTANT PLANNING
Recorded Date
July 22, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Intermediate
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
TRUSTS: PLANNING AND DRAFTING FOR DIVORCE
Recorded Date
April 29, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
Attorney, CPA - small firm, CPA - medium firm, CPA - large firm, Other
2020 GIFT TAX RETURNS: PRACTICAL TIPS & HOW TO REPORT COMMON 2020 TRANSACTIONS
Recorded Date
April 7, 2021
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Advanced
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
GEORGIA RUNOFF ELECTIONS: ANTICIPATED TAX CHANGES AFFECTING ESTATE PLANNING
Recorded Date
January 14, 2021
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
POST-ELECTION TAX AND ESTATE PLANNING: WHAT TO DO NOW
Recorded Date
November 23, 2020
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
PLANNING OPTIONS FOR CLIENTS WITH CHARITABLE REMAINDER TRUSTS (CRTS)
Recorded Date
October 20, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
CHARITABLE REMAINDER TRUSTS (CRTs): THE BASICS AND BEYOND A 90 MINUTE DEEP DIVE
Recorded Date
August 25, 2020
Cost
Free
Presentation Length
1.5 hours
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
CREATIVE PLANNING TO DO NOW: HELP YOUR CLIENTS WHILE HELPING YOURSELF!
Recorded Date
July 16, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Specialized Knowledge
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other
SECURE ACT: PLANNING IDEAS FOR PRACTITIONERS
Recorded Date
February 17, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Enrolled Agent, Other
PLANNING BEFORE THE 2020 ELECTION: WHAT EVERY CPA SHOULD KNOW TO ADVISE CLIENTS
Recorded Date
January 31, 2020
Cost
Free
Presentation Length
1.0 hour
CPE:
Not available (archived webinars do not offer CPE credits)
Subject Area
Taxes
Course Level
Basic
Who Should Attend
CPA - small firm, CPA - medium firm, CPA - large firm, Other