CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Grow your expertise to new heights.

With practical, thoughtful instruction, CPE is an opportunity, not an obligation. Our tailor-made CPE bundles offer an opportunity to strengthen your areas of expertise—or develop new ones.  

NEW BUNDLE

2024 World’s Liveliest Accounting and Auditing Bundle

4 Courses / 11 CPE Credits

 

Was $539

Now $351

You Save $188

Mastering Retirement
Tax Issues

5 Courses / 17 CPE Credits

Retirement can be tricky. From Trusts to IRAs, 1099-R, DRAs, and more, we’ll cover the essentials plus advanced concepts. Prepping your clients for the silver tsunami has never been easier.

Was $673

Now $437

You Save $236

The CFO Playbook

6 Courses / 11 CPE Credits

Whether you’re aiming to become a CFO or you’re already a seasoned pro, this course series will help you develop good habits, efficient best practices, and top-notch risk evaluation skills.

Was $499

Now $336

You Save $163

The Easy S Corps Guide

4 Courses / 12 CPE Credits

Tax-free reorganization, qualifying transactions, selling assets, and more are covered in this bundle to help you navigate and deflate the fearfulness of the S Corporation world.

Was $588

Now $382

You Save $206

Essentials for EAs

6 Courses / 13 CPE Credits

Have you ever wanted more information on things like SALT workarounds, reducing client liabilities, and Circular 230 regulations? Look no further.

Was $557

Now $364

You Save $193

Be the Leader They Look To

4 Courses / 13 CPE Credits

Be a successful leader in today’s dynamic business environment and increasing your team’s productivity will be that much easier. Fight turnover, upskill your teams, and grow your bottom line.

Was $437

Now $284

You Save $153

The Technology Bundle

6 Courses / 6 CPE Credits

This bundle includes live sessions from Day 3 of the 2023 New Money Summit, covering topics from Tax AI and content marketing to automated advertising and the future of digital ledgers. These sessions aim to help you leverage emerging technologies that will shape the industry’s future.

Was $294

Now $204

You Save $90

The Strategy Bundle

6 Courses / 6 CPE Credits

These live courses from Day 1 of the 2023 New Money Summit tackle a thought-provoking range of tax strategy topics. This includes a playbook for new & modern tax firms, hot topics in the world of S-corps, a special fireside chat with Jason Staats, CPA on building communities online, and much more.

Was $294

Now $204

You Save $90

The Opportunity Bundle

7 Courses / 7 CPE Credits

This bundle features the 7 live sessions from Day 2 of the 2023 New Money Summit. These courses are designed to broaden your perspective on your professional life, identify new areas of opportunity and growth, and build more engaging and inclusive brands.

Was $343

Now $238

You Save $105

CALIFORNIA CTEC BUNDLE

5 Courses / 9 CPE Credits

Business tax, property income, and tax obligations… we’ll decode and simplify California’s complexities. Be prepared for everything. The perfect companion to the California Federal Tax Update.

Was $401

Now $262

You Save $139