The Most Up-to-Date Insights for Financial Professionals
Keep your firm up to speed with our four quarterly tax and financial update series.
Join us in real time for one of our upcoming LIVE event dates over Zoom.
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (SIM), Quarterly Tax Updates
4.0 NASBA Credits (Taxes) | 1pm-4:30pm ET 6/26/25
$129
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (SIM), Quarterly Tax Updates
4.0 NASBA Credits (Taxes) | 1pm-4:30pm ET 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
Live webinars are recorded and converted to rebroadcast and on-demand versions after each event so you'll never miss a beat.
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (SIM), Quarterly Tax Updates
4.0 NASBA Credits (Taxes) | Every weekday from 12pm-4pm ET through June 25
$119
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS), Quarterly Tax Updates
5.5 NASBA QAS Credits (Taxes) • 4.0 CFP CE Credits (Tax Planning) • 4.0 IRS Credits (Federal Taxation)
$159
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
Live webinars are recorded and converted to rebroadcast and on-demand versions after each event so you'll never miss a beat.
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Webinars (SIM), Quarterly Tax Updates
4.0 NASBA Credits (Taxes) | Every weekday from 12pm-3:30pm ET through July 23
$119
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS), Quarterly Tax Updates
5.5 NASBA QAS Credits (Taxes) • 4.0 CFP CE Credits (Tax Planning) • 4.0 IRS Credits (Federal Tax Update)
$159
Join us in real time for one of our upcoming LIVE event dates over Zoom.
June 10, 2025 - Exploring Client Advisory Services: Quarterly Tax Update – Q2
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 6/10/2025
$129
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
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
Stay tuned! Live webinars are recorded and converted to rebroadcast and on-demand versions after each event so you'll never miss a beat.
Join us in real time for one of our upcoming LIVE event dates over Zoom.
May 22, 2025 - Quarterly Practice & Regulatory Update for Financial Advisors – Q2 (Coming soon as On-Demand & Webinar Rebroadcast)
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
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
Stay tuned! Live webinars are recorded and converted to rebroadcast and on-demand versions after each event so you'll never miss a beat.