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.
The CAS Playbook: From Scorekeeper to Strategist
with Penny Breslin & Damien Greathead · Beyond Numbers
When
Thursdays, Nov 5, 12 & 19, and Dec 3, 20262:00 – 3:30 pm ET
Format & credit
Four live, interactive 90-minute sessions6 NASBA CPE
Price
$199Group rate: $169 per attendee, 2 or more from one firm
Four live working sessions for firm leaders making practical decisions about client advisory services, team capacity, client relationships, technology, AI and repeatable delivery.
The AI-First Firm Accelerator Series
with Jody Padar & Ben Vickery · XcelLabs
When
Wednesdays, October 21 & 28, and November 4, 202611:00 am – 12:30 pm ET
Format & credit
Three live, hands-on 90-minute sessions. 4.5 NASBA CPE based on attendance.
Price
Catch Up Rate $299Group rate: $199 per attendee, 2 or more from one firm
For firms ready to move past AI experimentation. Build an AI assistant tailored to your firm, connect AI to the tools you already use, and identify the workflows ready for automation. You leave with working AI tools and a roadmap for becoming an AI-first firm.
Missed Session 2? You can still join for Session 3 and we'll catch you up!
Sessions run in Claude Cowork. Code Cowork20 takes $20 off to offset a Claude Pro plan.
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 EST each day
Format & credit
Two live sessions · take one or both3 NASBA CPE + 3 IRS CE per session
Price
Per session: $149
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.
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