Products & Services
Publications, On-Demand Webinars, Contributions
2026 RIA Federal Tax Handbook
The 2026 Federal Tax Handbook will be printed and ready to ship in December 2025. Don't miss out...
Member Price:
$85.86
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Preparing Form 1065 - Two Part Webinar Series
8 Hours
Part 1: This session delivers a hands-on walkthrough of Form 1065, spotlighting key...
Help Your Clients Maximize Their Social Security Benefits
1 Hour
This presentation will cover the basic Social Security rules, how benefits are calculated,...
Thrill'em and Bill'em (Value Billing and Pricing Strategies)
2 Hours
Course Description:
Analyze benefits and drawbacks of various billing methods such as...
Market and Spark It (Marketing and Sales Strategies and Adding Profit Centers to Your Practice)
2 Hours
Course Description:
Learn how marketing has changed in the post pandemic...
Don’t Drop the Baton (Build and Retain Your Team)
2 Hours
Course Description:
Attract and retain an exceptional team
Re-imagine the post...
Run Your Firm the Right Way (Processes)
2 Hours
Course Description:
Deliver a great product consistently
Cut the time you spend doing...
Rental Properties with Emphasis on Short Term Rentals
2 hours
In addition to having rental properties or renting vacation homes, more and more...
Marriage & Divorce Tax Planning
2 Hours
This course will discuss the income, estate, and gift tax consequences of marriage and...
10 Productive Excel Features for Accountants (and 3 Timewasters)
1 Hour
In this presentation author and Excel expert David H. Ringstrom, CPA cherry-picks 10 of...
AI & Microsoft Excel
1 Hour
Although artificial intelligence seems like it is suddenly permeating every aspect of our...
Form 1099 Essentials
2 Hours
This comprehensive course is designed to equip you with the knowledge and tools necessary...