Products
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All Courses, NASBA, Self Study (QAS)
Exploring Client Advisory Services- Sales Process (QAS)
Course1.0 NASBA QAS Credits (Accounting)
$29
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All Courses, NASBA, CFP, Self Study (QAS)
How Much is My Business REALLY Worth? Exploring Business Valuation Fundamentals (QAS)
Course3.0 NASBA QAS Credits (Specialized Knowledge - Business Valuation) • 2.0 CFP CE Credits(Financing Strategies)
$89
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All Courses
PPE LIVE BUNDLE | 2-Day Advanced Tax Training for CPAs and Financial Advisors
BundleSavannah, GA | September 24 & 25
16 CPE credits. Real-world insights. Bundle your CPE with a beautiful vacation in the Hostess City!
Early bird pricing ends July 4!$749
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Understanding Partnership Taxation
Digital downloadUnderstanding Partnership Taxation by David Peters, CPA, MST, CGMA, is your go-to guide for partnership formation, partner basis, special allocations, Schedules K-2/K-3, and pass-through elections. A must-read for tax pros navigating compliance.
$59.99
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Understanding S-Corporation Taxation
Digital downloadMaster S-Corporation taxation with this clear, practical guide. From shareholder compensation to basis, distributions, and elections—this book simplifies complex rules for CPAs, tax professionals, and financial advisors.
$59.99
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Building Connections: Practical Ways Financial Professionals Can Build Relationships and Communicate with Clients
Digital downloadClients making big decisions without telling you? This book helps CPAs, financial advisors, and insurance pros improve client communication, build trust, and strengthen relationships for long-term success. A must-read for growing your practice.
$24.99