2026 Masterclass: Tax Planning for Seniors and Retirees
Masterclasses are not included with the PASS. A $25 a coupon code was emailed to PASS holders on 9/30/26 to use toward the on demand course.
We created a Direct-to-on-Demand course from the Tax Planning for Seniors and Retirees Masterclass.
You can earn 4 CPE/CE by completing Fundamentals of Tax Planning for Seniors and Retirees!
2026 Workshop: Pricing Strategies
AVAILABLE ON DEMAND NOW!
Pricing decisions shape profitability, client relationships, and the long-term sustainability of a tax practice. In this workshop, attendees will explore a range of pricing models used by modern EA and CPA firms, including hourly billing, fixed fees, subscription pricing, and value-based pricing. This session is designed to help practitioners rethink traditional billing methods and develop pricing strategies that support stronger financial outcomes and healthier client relationships.
2025 Masterclass: S Corporations
Great news! We were able to create a Direct-to-on-Demand course from the S Corporation Masterclass.
You can earn 7 CPE/CE by completing S Corporation Essentials.
2024 Masterclass: Tax Research
We created a Direct-to-On-Demand course from this Masterclass. You can earn 5 CPE/CE by completing Tax Research Process.
