Catalog | Faculty | Policies | CPE Course Proposal
The CPA Trendlines Academy (Thomas Advisors LLC d/b/a) 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
Upcoming Live Webinars
Covid ERC in 2026 – Picking Up the Pieces: Which are Ticking Time Bombs? with Bradley Burnett, J.D., LL.M
1:00 pm to 2:00 pm EDT. May 12, 2026 - 3 CPE - $149
May 12, 1:00 pm to 4:00 pm 3CPE $149
The "filing frenzy" of the COVID-era Employee Retention Credit (ERC) has been replaced by a high-stakes resolution phase fraught with IRS delays, enforcement activity, and looming statutes of limitations. For CPAs and other tax professionals, the challenge has shifted from calculating credits to managing unresolved claims and mitigating professional liability under Circular 230 and IRC Section 6694. This session provides a practical roadmap for navigating the IRS processing moratorium, understanding the impact of early federal court rulings, and correctly applying the IRC Section 280C wage deduction reduction rules. Practitioners will learn to evaluate the merits of pending claims, utilize IRS remediation tools like the Withdrawal Process and Voluntary Disclosure Program (VDP), and protect their practice from the emerging penalty risks associated with "unsupported" claims.
1:00 pm to 2:00 pm EDT. Beginning May 19, then every other Tuesday through July 21
The TRUE Advisor® CAS Mastery Series is designed for accounting firm owners and CAS practice leaders who have already launched CAS, built the practice, staffed it, priced it, and served clients through it. The sessions are built around what happens next - the places where CAS stops delivering what it was supposed to deliver, and what to do about each one.
Across six 1 hour CPE sessions, Hitendra Patil addresses the structural failure points that stall CAS practices after the initial launch: model misalignment, positioning confusion, pricing breakdown, delivery gaps, ineffective demand creation, and the identity shift that makes all other improvements sustainable. Each session builds on the last, culminating in the TRUE Advisor® standard for long-term advisory impact.
⏹️ Recommended Audience: Firm owners and managing partners; CAS practice leaders; partners overseeing advisory service lines at firms with existing CAS revenue. 6 CPE Available. Early Bird Rate: $295 - $195
On Demand Webinars
download to your PC and view at your convenience__
How to Make Your Company "Deal-Ready" with Kristin Zhivago, B2B Revenue Architect
On Demand $49. Evergreen. Video Run time 60:00. Download includes Slide Deck/Presentation and 2 Bonus PDF Guides.
Summary: Kristin Zhivago, President of Zhivago Partners, a revenue growth services company, shares insights and tactics honed through hundreds of revenue growth consulting assignments with big and small firms on building revenue growth and prepare for selling, merging, PE investors simply getting ready to retire. If you are entertaining any of these scenarios, this will get you ready.
Summary: This resource focuses on skill sets needed to capably employ GAI in tax practice and keep from getting your head handed to you in the process and provides approaches, checklists and case studies of GAI search techniques and practices.
Advisory Revenue Strategies: Navigating the New FICA Tip Credit Landscape
with Jody Padar, The Radical CPA/XcelLabs Presented April 22, 2026. 1 hour Free to download to your PC
On Demand $79.00 Video Run time 2:44.39 Download includes Video Recording and Slide Deck
Presented, March 25. 1:00 pm - 2:00 pm EDT. Free to download to your PC
This webinar explores how CPAs can embrace artificial intelligence not as a threat, but as a tool to amplify their uniquely human advisory skills. Padar argues that as AI automates compliance work, the future of accounting lies in strategic advisory services — and those who develop a high AIQ (Artificial Intelligence Quotient) will have a distinct competitive advantage. The presentation introduces the four dimensions of AIQ — Prompting, Evaluating, Applying, and Iterating — and provides practical frameworks for using AI as a thinking partner in client conversations, decision-making, and firm leadership. It also showcases XcelLabs tools including Navi, an AI coaching copilot, and highlights how digital champions can drive meaningful change from any level within their organization.
Presented on February 11, 2026.
On Demand $79.00 Video Run time 1:4714 Download includes Video Recording and Slide Deck
Summary: On newly finalized 2025 Forms 1065, Schedules K-1 and in related instructions, IRS is launching new reporting requirements. Chaos can result for the untrained eye. In this action packed 2 hour program, you’ll learn all of IRS’s demands on the 2025 Form 1065, its Schedule K-1 and related Form 8825. We can’t wait to be a deer in the headlights on this one