We’d love to see you at one of our upcoming GROUP LIVE EVENTS! Join us for hands-on learning, valuable tax insights, and the chance to connect with fellow professionals—check out the dates!
Richmond, VA | July 28-29, 2025 | Maymont - Garden Hall
Raleigh, NC | August 12-13, 2025 | The Loading Dock - Beryl Campus
Savannah, GA | October 2-3, 2025 | Location TBA
All Courses, Group Live Events
Join us in Richmond, VA on July 28–29 for a live 2-day CPE Taxation Series (16 CPE credits). Dive into advanced Partnership and S-Corp topics with real-world strategies designed for tax pros, CPAs, and advisors.
$450
All Courses, Group Live Events
Monday, July 28, 2025 | Maymont, 1000 Westover Rd., Richmond, VA | 8 CPE Credits (Taxes) | Group Live
$250
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All Courses, Group Live Events
Tuesday, July 29, 2025 | Maymont, 1000 Westover Rd., Richmond, VA | 8 CPE Credits | Group Live
$250
Join us in Raleigh, NC on August 12–13 for a live 2-day CPE Taxation Series (16 CPE credits). Dive into advanced Partnership and S-Corp topics with real-world strategies designed for tax pros, CPAs, and advisors.
$450
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Tuesday, August 12, 2025 | The Loading Dock - Beryl Campus. 3915 Beryl Rd., Ste. 130, Raleigh, NC | 8 CPE Credits (Taxes) | Group Live
$250
Wednesday, August 13, 2025 | The Loading Dock - Beryl Campus. 3915 Beryl Rd., Ste. 130, Raleigh, NC | 8 CPE Credits | Group Live
$250
Join us in real-time for one of our upcoming LIVE event dates over Zoom.
July 24, 2025 - Keeping Up with the Tax Code – Quarterly Federal Tax Update for Individuals – Q2
October 23, 2025 - Keeping Up with the Tax Code – Quarterly Federal Tax Update for Individuals – Q3
January 22, 2026 - Keeping Up with the Tax Code – Quarterly Federal Tax Update for Individuals – Q1 2026
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (SIM), Quarterly Tax Updates
4.0 NASBA Credits (Taxes) | 1pm-4:30pm ET 7/24/25
$129
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (SIM), Quarterly Tax Updates
4.0 NASBA Credits (Taxes) | 1pm-4:30pm ET 10/23/25
$129
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (SIM), Quarterly Tax Updates
4.0 NASBA Credits (Taxes) | 1pm-4:30pm ET 1/22/26
$129
Join us in real time for one of our upcoming LIVE event dates over Zoom.
June 26, 2025 - Self Study QAS and webinar rebroadcast coming soon
September 25, 2025 - Keeping Up with the Tax Code – Quarterly Federal Tax Update for Businesses – Q3
December 18, 2025 - Keeping Up with the Tax Code – Quarterly Federal Tax Update for Businesses – Q4
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (SIM), Quarterly Tax Updates
4.0 NASBA Credits (Taxes) | 1pm-4:30pm ET 9/25/25
$129
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (SIM), Quarterly Tax Updates
4.0 NASBA Credits (Taxes) | 1pm-4:30pm ET 12/18/25
$129
Join us in real time for one of our upcoming LIVE event dates over Zoom.
September 9, 2025 - Exploring Client Advisory Services: Quarterly Tax Update – Q3
December 18, 2025 - Exploring Client Advisory Services: Quarterly Tax Update – Q4
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (SIM), Quarterly Tax Updates
4.0 NASBA Credits (Taxes) | 1pm-4:30pm ET 9/9/25
$129
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (SIM), Quarterly Tax Updates
4.0 NASBA Credits (Taxes) | 1pm-4:30pm ET 12/4/25
$129
Join us in real time for one of our upcoming LIVE event dates over Zoom.
August 28, 2025 - Quarterly Practice & Regulatory Update for Financial Advisors – Q3
November 20, 2025 - Quarterly Practice & Regulatory Update for Financial Advisors – Q4
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (SIM), Quarterly Tax Updates
4.0 NASBA Credits (Finance) | 1pm-4:30pm ET 8/28/25
$129
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (SIM), Quarterly Tax Updates
4.0 NASBA Credits (Finance) | 1pm-4:30pm ET 11/20/25
$129
Take the course at your own pace and schedule with our self study course or weekly webinar rebroadcast.
5.5 NASBA QAS Credits (Finance) • 4.0 CFP CE Credits (Professional Conduct and Regulation) • 5.0 IRS Credits (Federal Taxation)
$159
4.0 NASBA Credits (Finance) | Every Thursday from 1pm-3:30pm ET
$129
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