CPAacademy.org

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AI-powered Excel automation, gig economy tax policy, forensic accounting investigation, firm revenue growth strategy, private investment portfolio design, retirement income planning, and advisory service transformation open the second week of August.

Monday, August 10
🔹 AI in Excel for Accounting: Automate Reports in 60 Minutes | 12:00 PM ET
Jeff Lenning | Excel University
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🔹 Gig Workers: Tax Rules and Policy Considerations | 6:00 PM ET
Annette Nellen | San Jose State University
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Tuesday, August 11
🔹 Forensic Accounting: When the Office Is a Crime Scene | 1:00 PM ET
Robert Nordlander, CPA, CFE | Nordlander CPA
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🔹 Database Mining for Revenue Growth in Accounting Firms | 2:00 PM ET
Gaynor Meilke, MS, CBC, CTC | Charisma Ink Sponsored by BILL
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🔹 Beyond Public Markets: Private Investments and Portfolio Strategy | 2:00 PM ET
Matthew Gotlin, CFA | Choreo
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🔹 Why Traditional Retirement Planning May No Longer Be Enough | 5:00 PM ET
Dave Hall, CPA PFS | Retirement Risk Advisors
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🔹 From Compliance to Counsel: Building the Future of Advisory Services | 5:00 PM ET
Joel Morris & Jim Boomer | Wolters Kluwer
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1040 prep mastery, energy incentives under OBBBA, business entity selection, estate tax returns, AP automation, state residency rules, retirement plan compliance, and resolving IRS liens on real estate span the back half of this week.

Wednesday, August 5
🔹 TaxWise® Smart Tax School: Mastering 1040 Returns | 12:00 PM ET
Ryan Hubbs | Wolters Kluwer
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🔹 The Evolution of Energy Incentives: Planning Opportunities After OBBBA | 2:00 PM ET
Abby Massey, PE, LEED AP | Capstan Tax Strategies
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🔹 S Corporation vs. LLC: Similarities and Differences | 2:00 PM ET
Nellie Akalp | CorpNet
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🔹 Overview of the Estate Tax Return Including Property Law Aspects | 6:00 PM ET
Robert Keebler, CPA,PFS,MST,AEP,Distinguished | Keebler & Associates
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Thursday, August 6
🔹 Evaluating AP in NetSuite: Native Automation vs. Specialist Solutions | 4:00 PM ET
BC Krishna | Centime Inc.
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🔹 Changing Your Residency | 6:00 PM ET
Joseph Endres | Hodgson Russ LLP
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Friday, August 7
🔹 ERISA Essentials: Avoiding Plan Pitfalls & Navigating Corrections | 11:30 AM ET
Angela Stockbridge & Michelle Kabel | Falcon Rappaport & Berkman LLP
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🔹 Selling Real Estate Subject to IRS Liens | 5:00 PM ET
E. Martin Davidoff + panel | Prager Metis CPAs
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Trust and business tax planning, firm marketing, life insurance strategy, international reporting compliance, fraud prevention, a firm profitability mindset shift, AI-powered client intake, and offshore staffing round out the first week of August.

Monday, August 3
🔹 Tax Planning: Interest Deduction; Exiting C Corp After Sale; Joint Trusts | 12:00 PM ET
Steve Gorin | Thompson Coburn LLP
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🔹 How Small Public Accounting Firms Can Dominate Google | 3:00 PM ET
Christian Jones | TaxProMarketer
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🔹 Life Insurance Planning in 2026: A Guide for CPAs | 6:00 PM ET
Lee Slavutin | Stern Slavutin 2
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Tuesday, August 4
🔹 International Tax: Information Reporting Forms Checklist | 12:00 PM ET
Patrick McCormick | gunnercooke
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🔹 Fraud Prevention: Identifying, Responding & Investigating | 1:00 PM ET
Marc Y. Tassé, MBA,FCPA,FCA,FCG,CD.G | University of Ottawa
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🔹 The Accountant's Trap: Why Hard Work Isn't Paying Off (And How to Get Out) | 2:00 PM ET
Lacey Harnar | The CFO Project
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🔹 Client Intake + AI: The Document Foundation Firms Are Missing | 4:00 PM ET
Chad Helmlinger + panel | SmartVault
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🔹 How to Build an Insanely Profitable Accounting Business | 4:00 PM ET
Nick Huber | Somewhere
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IRS levy relief, CAS reconciliation discipline, AI-native firm models, Puerto Rico tax incentives, wealth transfer planning for heirs, AI ethics, and building a repeatable client growth journey round out the week.

Thursday, July 30
🔹 How to Release an IRS Levy Before the Money Is Gone | 2:00 PM ET Michael Rozbruch, CPA | Roz Strategies
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🔹 Beyond the Checklist: Reconciliations That Drive CAS Growth | 3:00 PM ET Robin Thieme | KBS CFO Sponsored by BILL
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🔹 The AI-Native Firm: A New Operating Model for Accounting | 5:00 PM ET Sasha Orloff & Dawn W. Brolin, CPA, CFE | Puzzle
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Friday, July 31
🔹 Act 60, Section 933, and the Tax Benefits of Puerto Rico | 12:00 PM ET Patrick McCormick | gunnercooke
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🔹 Beneficiaries & Inheritance: Preparing Heirs for Wealth Transfer | 2:00 PM ET
Martin Shenkman + panel | Shenkman Law cpaacademy.org/webinars/…?…
🔹 Ethics of Artificial Intelligence: Conflicts and Pitfalls | 3:00 PM ET
Christine Walker | Fowler White Burnett, P.A.
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🔹 Stop Leaving Growth to Chance: Build a Repeatable Client Journey | 3:00 PM ET
Joyce Martinez Hylender, CPA | Hylender High Impact Solutions Sponsored by BILL
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Intelligence-grade forensic technique, AI-ready audit teams, a new K-12 tax credit, closed-exam IRS relief, OBBBA's impact on charitable giving, merchant account savings, CAS communication strategy, and a mid-year market outlook, another technically rich stretch for the week.

Tuesday, July 28
🔹 From Spy Craft to CPA Practice: Intelligence Forensic Techniques for Accountants | 12:00 PM ET
Joseph Wheeler, CPA | FININT
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🔹 How to Build an AI-Ready Audit Team Within Small to Mid-Sized CPA Practices | 2:00 PM ET
Steph Lanke & Dustin Cripe | Thomson Reuters
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🔹 The New Federal Tax Credit for K-12 Scholarships | 2:00 PM ET
Mike Pritchard, CPA | ACE Scholarships Sponsored by Paravel Insights
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🔹 Dealing With Closed Exams: Tips for Helping Clients Who Ignored the IRS | 6:00 PM ET
Catharine O'Connor, Esq. | Tax Mentor
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Wednesday, July 29
🔹 Charitable Giving: How the One Big Beautiful Bill Act Affects Non-Profits | 11:00 AM ET
Richard Peck | Richard C. Peck Consulting
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🔹 Where to Find Money in Your Merchant Account | 1:00 PM ET
Jeremy Layton | Verisave
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🔹 Communicating CAS Internally and Externally: Workshop for Firm Leaders | 4:00 PM ET
Jina Etienne, CPA, CGMA | Forwardly
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🔹 2026 Mid-Year Market Review: War, Debt, the Fed, and the Future of Markets | 7:00 PM ET
Terri McGray, CFP®, AIF® | Longevity Capital Management
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Did you know CPAacademy.org is a fully remote team? Outside of our annual company meeting, we rarely get to see each other in person — so when we're in the same city, we make an effort to connect. Scott and Korey were in Charlotte, NC for Bridging the Gap, and since Brittany and Matt live nearby, they stopped by to say hello.

📚 Upcoming Free & Premium CPE/CE — CPAacademy.org
Merchant fee optimization, 1040 prep mastery, retirement planning, tax ethics, business license compliance, AI's role in tax practice, forensic accounting, and audit evidence gathering, a broad slate spanning practice management and technical skill to close out the week.

Wednesday, July 22
🔹 TaxWise® Smart Tax School: Mastering 1040 Returns | 12:00 PM ET
Ryan Hubbs | Wolters Kluwer
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🔹 Who Really Controls Credit Card Processing Fees? | 1:00 PM ET
Emma Talley & Bryan Auernig | Verisave
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🔹 Retire Right Series: 7 Things to Consider for Retiring in the Next 3-5 Years | 6:00 PM ET
Terri McGray, CFP®, AIF® | Longevity Capital Management
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Thursday, July 23
🔹 Tax Ethics and Best Practices | 12:00 PM ET
Roby Sawyers, CPA, PhD
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🔹 Business License Compliance Challenges That Every Finance Team Should Understand | 3:00 PM ET
Melissa Schad & Mary Anne Maples | Avalara
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🔹 How Much AI Is Too Much? Finding the Right Balance for Tax & Accounting Firms | 3:30 PM ET
Faba Daniel, CPA + panel | Thomson Reuters cpaacademy.org/webinars/…?…

Friday, July 24
🔹 Forensic Accounting: When the Office Is a Crime Scene | 11:30 AM ET Robert Nordlander, CPA, CFE | Nordlander CPA
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🔹 Assessing Audit Evidence | 7:00 PM ET
Jonnie Keith, CIA, CFE, CGAP | JonSherr Enterprises cpaacademy.org/webinars/…?…

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