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.
Wednesday, May 27, 2026. 1:00 pm - 4:00 pm EDT 3 CPE. $149
This course is eligible for 3 IRS CE.
Why Clients Don’t Buy Advisory Even When You Offer It, and What to Do About It
with Hitendra Patil
JUNE 2, 2026, 1:00 pm ~ 2:00 pm EDT - CPE: 1 hr, $49
May 12, 1:00 pm to 4:00 pm 3CPE $149
June 3, 2026. 2:00 pm to 3:00 pm EDT 1 CPE FREE
This live webinar examines 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.
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
Thomas Advisors LLC d/b/a The CPA Trendlines Academy is a registered CE sponsor with the State of Illinois
Thomas Advisors d/b/a The CPA Trendlines Academy is an approved IRS CE provider. Provider # IVYPC
The CPA Trendlines Academy Administrative Policies
Record Retention Policy
The CPA Trendlines Academy (Thomas Advisors LLC d/b/a) retains the following information associated with individual attendees. Separate files are created and retained for five (5) years from date of participation. These files consist of attendance, date attended, level of participation, response to required polling questions (3 per CPE hour), instructor and associated licenses, course title and description and CPE credits earned. Relevant data is used to electronically generate a Certificate of Completion for each participant, per NASBA recommendation.
Additionally, aggregate reports showing overall course title, description, delivery, attendance, date presented, polling questions, are generated by the hosting platform and retained for a minimum of five (5) years.
Each participant is asked to complete an evaluation form hosted by a third party research vendor https://research.typeform.com/to/cb0lVbL9 . The evaluation form is structured per NASBA recommendation.
Promotional materials are created, generated and archived at a third party ESP (Email Service Provider)
Refund Policy
We will grant refunds no questions asked any time PRIOR to webinar start time. Please email us at admin@cpatrendlines-academy.com to request a refund, and we will process it within one business day.
There are no refunds if you missed the webinar because of unanticipated business interruptions, mistaken calendar notation, miss reading the relevant time zone start time,or didn’t read our policy ahead of time. There are no refunds if you failed to comply with NASBA rules of attendance and participation and consequently did not receive CPE credits or IRS CE credits.
Please note if you cancelled via the GoToWebinar software, we are not notified. Therefore, you must email us at admin@cpatrendlines-academy.com to request a refund.
Rescheduled Courses
If a course needs to be rescheduled, we will notify participants of the rescheduled date immediately via email or phone. We will offer the option to attend the course at the revised time or request a refund prior to the start of the revised course. Participants must notify us of their request for a refund via email, and the refund will be promptly processed.
Course Cancellations
If a course needs to be cancelled, we will notify you immediately via email or phone. You will receive a full refund for your order with our profuse apologies.
Complaint Resolution
Participants should submit complaints to Thomas Kothman, Director of The CPA Trendlines Academy d/b/a Thomas Advisors LLC, via email at admin@cpatrendlines-academy.com or via telephone at 910-742-0108. We will respond within five (5) business days.
Course Update Policy
We take reasonable measures to ensure that course materials contain the most recent publication, revision, or review date. Courses are revised as soon as feasible following changes to relative codes, laws, rulings, decisions, and interpretations. All learning content are developed by individuals who have represented to have expertise in the subject matter. Courses in subjects that undergo frequent changes will be reviewed by a subject matter expert at least once a year. Other courses will be reviewed every 2 years.
Content Development and Delivery Policies
Effective Date: October 5th, 2025
Program content and knowledge level.
The CPA Trendlines Academy publishes promotional material (email, social media, etc.) specific to each program instance. The materials will clearly articulate the program content and level so that participants can accurately assess whether the program is appropriate for their development needs. Program knowledge levels will consist of the following: basic, intermediate, advanced, overview and update. All programs identified as intermediate or advanced will clearly identify prerequisite education, experience, and/or advanced preparation, if any.
Content and delivery system(s).
Course materials will contain the most recent publication, revision, or review date, where applicable. Courses will be revised as soon as feasible following changes to relative codes, laws, rulings, decisions, interpretations, etc. Courses in subjects that undergo frequent changes will be reviewed by a subject matter expert yearly or more frequently as needed. Programs that do not undergo changes will be reviewed at least every 2 years.
The course delivery system will be a state-of-the-art digital interactive platforms, such as GotoWebinar or Zoom for Group Internet based programs and will be reviewed and maintained by the CPA Trendlines Academy. Such platforms will allow for measurement of attendance, engagement and additional material as required by the subject matter or as offered as part of the promotional material.
Content is developed by a subject matter expert and reviewed by qualified people who not part of the development team.
All learning programs will be developed by individuals who have expertise in the subject matter. Expertise will be demonstrated through practical experience, authorship of published content and/or education. At least one active licensed CPA will participate in the development of every program in accounting and auditing and taxes (and all other fields of study) developed for CPE purposes. Programs will be reviewed by qualified persons other than those who developed them. These reviews will occur before the first presentation of these materials and again after each significant revision of the program. Each program reviewer’s professional biography will be maintained for a period of not less than 5 years.
Content is based on relevant learning objectives and outcomes.
All programs will contain relevant learning objectives and outcomes that clearly articulate the knowledge, skills, and abilities that can be achieved by program participants. These objectives will be clearly articulated in course specific promotional materials distributed prior to each instance of the program, thus allowing participants to accurately assess whether their specific development needs will be met.