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.
Thursday, June 18. 1:00 pm - 4:00 pm EDT - 3 CPE. $149
*this course is eligible for 3 IRS CE.
CPA Trendlines Academy Exclusive: 2 downloadable Employment Retention Credit checklists; one to assess your firm's liability and the other for analyzing your client's ERC situation and roadmap for the resulting interview.
June 23, 2026 3:00 pm ~ 4:00 pm EDT
Live, Free, 1 CPE in Information Technology
Thursday, June 25, 2026,
with Erin Daiber, Well Balanced Accountants
9:00 am ~11:00 am PDT / 12:00 p.m ~ 2:00 __ p.m. EDT 2 CPE, $99
2026 Mid-year tax update: Where are we now?
with Bradley Burnett, J.D., LL.M.
Friday, June 26, 2026. 1:00 pm - 4:00 pm EDT
This course is also eligible for 3 IRS CE. IVYPC-U-00012-26-O
Turning financial data into the forward-looking guidance clients need,
and will pay for.
with Hitendra Patil
On Demand Webinars
download to your PC and view at your convenience__
Video 📽️: Harnessing Generative AI in Tax Practice
A CPA Trendlines Academy video exclusive.
Compiled from Bradley Burnett's April 28, 2026 presentation, "Utilizing Generative AI in a Tax Practice: Developing Hands-On Skill Sets". This video presents how Bradley unpacks methods to professionally prompt and use AI databases for complex tax questions.On-Demand. 📽️ Run time 1:03:39 $34.95.
Presented May 19 2026. No CPE for On-Demand. Includes Slides, Handouts, Transcript and Recording: Run time 63:05 $34.95.
The Market Gap This Session Fills:
The gap is neither motivation nor technology. It's not even pricing, at least not directly. The gap is model clarity. Almost every market provider teaches how to start and scale CAS. Hardly anyone asks the more important question: why does CAS stop working after the initial launch? The market is saturated with roadmaps. It has almost nothing to say about the structural reasons firms stall - the reasons that have nothing to do with effort, and everything to do with architecture.
Presented June 2, 2026. No CPE for On-Demand. Includes Slides, Handouts, Transcript and Recording: Run time 56:20 $34.95.
Why Clients Don’t Buy Advisory Even When You Offer It, and What to Do About It:
This session examines what CAS positioning actually means in daily practice: how firms that have closed this gap describe their services differently, how they communicate outcomes without it sounding like a pitch, and how clients arrive at advisory conversations already understanding the value, before any fee discussion starts.
Presented June 19, 2026. No CPE for On-Demand. Includes Slides, Handouts, Transcript and Recording: Run time 1:0:19 $34.95.
This recorded webinar works through the four forces that erode CAS pricing after launch, what the new AICPA guidance actually changes about CAS engagement classification, the outcome-based pricing model in practice, the seven warning signals that pricing in an existing engagement is already under stress, and the four-step repricing conversation that has been used to reset fees on existing CAS clients without losing them.
with Danielle Tewes, CPA, SVP of Strategic Accounts at K1x
FREE | no CPE offered with on demand
Representatives from K1x examine how accounting firms can transform K-1 processing from a burdensome compliance task into a strategic advisory opportunity. Expert panelists share candid insights into current workflow challenges — including delays, manual effort, and data inconsistencies — and explore the operational and client service risks that result. The presentation moves beyond problem identification to practical solutions, covering how automation and redesigned processes are improving data extraction, standardization, and review.
Presented June 2, 2026. 1 hour Free to download to your PC
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