NASBA CPE Sponsor #170718 · IRS CE Provider #IVYPC
Upcoming Live Webinars
Earn CPE live with practitioners who do this work every day. All times Eastern.
Federal Tax Update 2026: Year-End Planning for Tax Year 2026 Returns
with Bradley Burnett, J.D., LL.M.
When
Individuals: Friday, November 20, 2026Business: Monday, November 23, 20261:00 – 4:00 pm Eastern each day12:00 – 3:00 pm Central11:00 am – 2:00 pm Mountain10:00 am – 1:00 pm Pacific
Format & credit
Two live sessions · take one or both3 NASBA CPE + 3 IRS CE per session
Price
Per session: $149Both sessions: $265 (save $33)
Tax year 2026 is when the One Big Beautiful Bill Act takes full effect, and the window to act closes December 31. Up-to-the-day federal tax changes, court cases, IRS guidance and the year-end planning moves to make now, one session for individual filings and one for business.
Register for both sessions and save 11%: 6 CPE for $265.
Build, Price and Deliver Better Advisory Services
with Damien Greathead, Beyond Numbers & Penny Breslin, MoneyPenny
When
Tue, Dec 1: Build Your Advisory Business: Your Vision, Your TeamThu, Dec 3: Choose the Right Clients. Price Your Services for Profit.Tue, Dec 8: Protect Your Firm: Cybersecurity and AI Governance for Firm LeadersThu, Dec 10: Open Hours: Put Your Plans Into Practice1:00 – 2:30 pm Eastern each day
Format & credit
Three live 90-minute workshops plus Open HoursUp to 4.5 NASBA CPE (1.5 per workshop)
Price
Complete series: $149 (save $88)Single workshop: $79
Three workshops for firm owners and partners building a CAS and advisory business: bring your team with you, choose the right clients, strengthen your pricing and put practical safeguards around AI. Every registration includes workbook tools and the Open Hours Q&A.
Get all three workshops plus the complete workbook for $149.
A CPA's Guide to Defined Benefit Plans: Optimizing Tax Planning
with David Podell · Business Benefits Consultants
When
Wednesday, December 2, 202612:00 – 1:00 pm Eastern11:00 am – 12:00 pm Central10:00 – 11:00 am Mountain9:00 – 10:00 am Pacific
Format & credit
One live 60-minute session1 NASBA CPE
Price
Free
Your highest-earning business-owner clients may be leaving six-figure tax savings on the table. See how Defined Benefit and Cash Balance Plans cut taxable income while accelerating retirement savings, which clients are the right fit, how plan design maximizes owner benefits, and real case studies that turn tax prep into proactive tax advisory.
Capacity to Clients: Turning AI-Freed Hours into Firm Growth
with three technology leaders from across the firm's tech stack · presenters to be announced
When
Wednesday, December 16, 20261:00 – 2:00 pm EST
Format & credit
One live 60-minute session with Q&A1 NASBA CPE
Price
Free
AI and automation are giving your firm back hours. Three technology leaders show, with real firm workflows and numbers, how to free that capacity, package and price it as advisory work, and use client-facing technology to win and keep clients.
Mission Statement
The CPA Trendlines Academy’s mission is to conceive, design and deliver online educational and training programs that serve the accounting profession’s future needs and assist in solving current complex problems. Through close collaboration with cpatrendlines.com, we monitor the pulse of the industry and in response create the highest quality professional tools created and delivered by industry influentials and experts.
The CPA Trendlines Academy (Thomas Advisors LLC d/b/a), #170718, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors via its website at nasbaregistry.org.
The CPA Trendlines Academy is an IRS Approved Continuing Education Provider: #IVYPC