CPAacademy.org

📚 Upcoming Free & Premium CPE/CE — CPAacademy.org
Navigating the exit tax on renouncing citizenship to sharpening your firm's marketing and management systems, this week starts strong with practical growth-focused sessions.

📅 Monday, July 13
🔹 Expatriation and the Exit Tax: Pros and Cons of Renouncing Citizenship | 9:00 AM ET
Patrick McCormick | gunnercooke
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🔹 Strategic CPA Firm Management and Marketing: Priorities, Systems and Growth | 10:30 AM ET
Eric Hjortness, CPA | Simple CPA
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🔹 4 Key Marketing Strategies To Drive Revenue in Public Accounting Firms | 1:00 PM ET
Christian Jones & Noah Jenks | TaxProMarketer
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📅 Tuesday, July 14
🔹 Be More Present to Be Productive: Intentional Time Management | 9:00 AM ET
Amy Vetter, CPA, CGMA, CSP, RYT | The B3 Method® Institute
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🔹 AI in Excel for Accounting: Automate Reports in 60 Minutes | 10:00 AM ET
Jeff Lenning | [Excel University]
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🔹 Professional Ethics for CPAs in Business | 12:00 PM ET
Larry Perry | CPA Practice Aids, LLC
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🔹 Phishing with Precision: How Hackers Are Using AI to Target Accountants | 3:00 PM ET
Roman Kepczyk | Rightworks
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See all upcoming courses at cpaacademy.org

📚 Upcoming Free & Premium CPE/CE — CPAacademy.org
Income shifting strategies, AI tools for tax and audit work, proposed tax legislation, misinformation risk, IRS real estate liens, sharper audit reporting, and an honest look at mental health in the profession — a strong three-day lineup for the week ahead.

📅 Wednesday, July 8
🔹 How to Shift Income to Beneficiaries | 9:00 AM ET
Steve Gorin | Thompson Coburn LLP
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🔹 AI Tools for Accounting Professionals: A Practical Guide to Working Smarter | 3:00 PM ET
Mark Wickersham | Ignition
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🔹 Understanding Tax Legislation: How To Analyze Proposals for Better Policy | 4:00 PM ET
Annette Nellen | San Jose State University
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📅 Thursday, July 9
🔹 Perception Is Reality: Managing Misinformation Risk in the Digital Age | 11:00 AM ET
Marc Y. Tassé, MBA,FCPA,FCA,FCG,CD.G | University of Ottawa
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🔹 Selling Real Estate Subject to IRS Liens | 4:00 PM ET
E. Martin Davidoff + panel | Prager Metis CPAs
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📅 Friday, July 10
🔹 How to Write Effective Audit Observations: Bulletproofing Your Findings | 9:30 AM ET
Jonnie Keith, CIA, CFE, CGAP | JonSherr Enterprises
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🔹 A CPA's Beautiful Mind: Admitting and Conquering Struggles With Depression | 4:00 PM ET
Gary Nelson | Schellman Compliance, LLC
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See all upcoming courses at cpaacademy.org

📚 Upcoming Free & Premium CPE/CE — CPAacademy.org
Entity choice, R&D credits, AI in tax, fraud prevention, Excel automation, and marketing for accountants — a strong two-day lineup to start July.

📅 Tuesday, July 1
🔹 S Corporation vs. LLC: Similarities and Differences | 12:00 PM ET
Nellie Akalp | CorpNet.com
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🔹 R&D Reimagined: The New Form 6765 | 12:00 PM ET
Jacob Wood, JD | Capstan Tax Strategies
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🔹 What Are Others Charging? 2025–26 Pricing Benchmark Insights | 1:00 PM ET
Evan Benson + panel | Ignition
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🔹 AI for Tax: Cutting Through the Hype | 2:00 PM ET
Andrew Sedlacek, CPA | Marble.ai
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📅 Wednesday, July 2
🔹 AI in Excel for Accounting: Automate Reports in 60 Minutes | 10:00 AM ET
Jeff Lenning, CPA | Excel University
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🔹 Public Accountants: Attract the Right Clients With Smart Marketing Techniques | 11:00 AM ET
Christian Jones | TaxProMarketer
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🔹 Fraud Prevention: Identifying, Responding & Investigating | 12:00 PM ET
Marc Tassé, MBA, FCPA | University of Ottawa
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See all upcoming courses at cpaacademy.org

We have a new tab on our website, Conferences, and it is worth a look.

Head over to cpaacademy.org/s/conferences to browse upcoming accounting and finance conferences in one place. Each listing includes event details, pricing, and a link to register on the host site.

You can also see which events our team will be attending. Look for the "come meet us" tag if you want to connect in person.

We would love to know what you have on your calendar. Which conferences are you planning to attend this year? Drop a comment and let us know.