A Modern Way for Tax Pros to Earn CE & CPE
Get year-round support from tax professionals through live and on-demand webinars, delivering personalized answers, practical strategies, and actionable insights.
Upcoming Live Webinars
Self-Employment Tax with LLCs and S Corporations
2 IRS CE/CTEC/NASBA CPE*
This webinar will help tax professionals determine whether partnership flow-through income and payments to partners should be subject to self- employment (SE) tax. Additionally, we will cover recent court ...
Self-Employment Tax with LLCs and S CorporationsThe IRS Independent Office of Appeals
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This webinar is available for Virtual (Online) or LIVE In-Person attendance. The LIVE class will be held at: Bergen Community College in the Ciarco Learning Center 355 Mian Street, Room 102/103 Hackensack, NJ Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
The IRS Independent Office of AppealsForm 1042-S: Payments, Reconciliation, and Fixing the Mess
2 IRS CE/CTEC/NASBA CPE*
This program focuses on the practical side of Form 1042 compliance: how withholding, deposits, and reporting are supposed to work—and what to do when they don’t. Participants will review the framework under IRC §§1441–1443, including the role of the withholding agent and the relationship between Forms 1042 and 1042-S.
Form 1042-S: Payments, Reconciliation, and Fixing the MessPartnerships & LLCs: Closing & Dissolution
2 IRS CE/CTEC/NASBA CPE*
Partnership Closing, Dissolution and Balance Sheet Accurately report and record the sale or dissolution of partnership or LLC entities for tax, basis and possible partner pass- through profits or losses from the sale or dissolution. Learn the minimum and maximum requirements for reporting business entity sales or dissolutions and ...
Partnerships & LLCs: Closing & DissolutionCalifornia Tax Update 2026 - 5 Hour Webinar
5 CTEC/CPE* NO IRS CE
This presentation will review 2026 California tax changes for individual and business, including new California tax legislation and federal tax conformity issues related to IRS guidance for OBBBA and other federal tax law changes. We'll also cover new California business tax credits, PTET, other individual available credits, California Disaster Loss rules for tax, and other California compliance matters.
California Tax Update 2026 - 5 Hour WebinarUsing AI to Design Unique Tax Plans & Savings Opportunities
NO IRS or CTEC, NASBA CPE Only*
AI can do much more than summarize tax law or draft client communications; it can help tax professionals identify planning opportunities hidden within a client’s financial and tax data. This course explores practical ways to use AI to analyze client situations, generate and evaluate tax strategies, and develop more personalized tax planning recommendations while maintaining professional judgment, privacy, and appropriate oversight.
Using AI to Design Unique Tax Plans & Savings OpportunitiesDigital Assets: Basic Crypto
2 IRS CE/CTEC/NASBA CPE*
Digital assets have evolved from a niche investment to a mainstream asset class encountered by tax practitioners, business advisors, and individual taxpayers. This introductory-level webinar is designed to provide CPAs, tax professionals, enrolled agents, and financial advisors with a practical understanding of cryptocurrency and digital assets, including how blockchain technology works, common digital asset transactions, and the federal income tax implications associated with ownership and ...
Digital Assets: Basic CryptoDigital Assets: Advanced Crypto
2 IRS CE/CTEC/NASBA CPE*
Digital assets have become increasingly sophisticated, creating significant tax compliance, reporting, and advisory challenges for practitioners. This advanced-level webinar is designed for experienced tax professionals who already possess a foundational understanding of cryptocurrency and blockchain technology and are seeking a deeper understanding of complex digital asset transactions and emerging ...
Digital Assets: Advanced CryptoCreating a WISP in 2 Hours
2 IRS CE/CTEC/NASBA CPE*
A Written Information Security Plan (WISP) shouldn’t be a document created simply to satisfy a compliance requirement and then forgotten. This course walks tax professionals through the process of developing a practical data security plan that identifies risks, establishes safeguards, assigns responsibilities, and can actually be implemented within a tax practice.
Creating a WISP in 2 Hours
On-Demand Webinars
Correcting & Reconstructing Partner Basis
2 IRS CE/CTEC/NASBA CPE*
This course reviews accurate reporting, correcting, and reconstructing for partner basis. Individual and business tax preparers should review some critical basis miscalculations and identify clients with these issues and how to fix them. See how incoming or exiting partners and LLC members' accounts are handled plus ...
Correcting & Reconstructing Partner BasisFREE Webinar - Beyond October 15: Getting the December 15 International Extension Right
1 IRS CE/CTEC/NASBA CPE*
FREE TO THE INDUSTRY October 15 is not always the end of the extension road. Certain individual taxpayers abroad may qualify for additional time to file through December 15, but the rules are easy to misunderstand and Form 4868 can create processing problems when it does not clearly reflect the taxpayer’s filing situation. This free one-hour program examines when the December 15 filing deadline may apply, what happens when Form 4868 Box 9 is not checked, and how practitioners can use a protective extension request to reduce the risk of a return being treated as late. ...
FREE Webinar - Beyond October 15: Getting the December 15 International Extension RightMaximizing QBI, Section 199A
2 IRS CE/CTEC/NASBA CPE*
Maximizing the QBI deduction, 199A, includes planning, structuring and strategizing for different types of businesses, SSTBs and entities, S corps, Partnerships, Sole Proprietorships, rentals, related entities and some trusts. Evaluating and comparing options including the increased phase out range and new minimum QBI deduction provision from OBBBA offers substantial tax savings.
Maximizing QBI, Section 199APartnership Basis, Loss Limitations & Sale of Partnership
2 IRS CE/CTEC/NASBA CPE*
This course reviews partnership and LLC basis and capital accounts, other loss limitations; at-risk, and passive activity limitations. Learn accurate basis calculations, reporting distributions in excess of basis, preparing Form 6198 for basis and at risk limitations.
Partnership Basis, Loss Limitations & Sale of PartnershipIRC Section 754 Elections & Form 7217
2 IRS CE/CTEC/NASBA CPE*
This Program will provide a practical, transaction-driven framework for understanding the §754 election and the related §743(b) and §734(b) basis adjustment regimes that can align (or further differentiate) partner-level and partnership-level tax attributes. Participants will learn how a partnership- level §754 election causes ...
IRC Section 754 Elections & Form 7217Deferred Sales Trusts: Tax Deferral Strategies for the Sale of Appreciated Assets
2 IRS CE/CTEC/NASBA CPE*
Deferred Sales Trusts have gained increasing attention as a planning strategy for taxpayers looking to defer capital gains tax on the sale of highly appreciated assets. This course provides a practical overview of how these arrangements are structured, the tax rules that support them, and the circumstances in which they may be considered. Participants will examine the installment sale principles under IRC Section 453, the roles of the seller, trust, trustee, and purchaser, and ...
Deferred Sales Trusts: Tax Deferral Strategies for the Sale of Appreciated AssetsImportance of a Partnership Agreement under BBA
1 IRS CE/CTEC/NASBA CPE*
This 1 hour course provides a practitioner-level overview of the Bipartisan Budget Act (BBA) centralized partnership audit regime and its impact on partnership agreements. Participants will learn how the new audit rules shift authority to the Partnership Representative (PR), alter partner level rights, and change how adjustments, assessments, and elections ...
Importance of a Partnership Agreement under BBAInside Basis vs Outside Basis: The Foundational Distinction
2 IRS CE/CTEC/NASBA CPE*
This Program explains the critical distinction between a partnership’s inside basis in its assets and a partner’s outside basis in the partnership interest. This course focuses on how basis is created, adjusted, tracked, and applied in common partnership transactions, including contributions, allocations of income and loss, distributions, ...
Inside Basis vs Outside Basis: The Foundational DistinctionValuation, The Role of Expert Witnesses in Tax Preparation & Tax Controversies
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits*
This webinar is available for Virtual (Online) or LIVE In-Person attendance. The LIVE class will be held at: Bergen Community College in the Ciarco Learning Center 355 Mian Street, Room 102/103 Hackensack, NJ Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
Valuation, The Role of Expert Witnesses in Tax Preparation & Tax ControversiesFrequently Asked Questions
How do I get access to the course material?
Does the CE/CPE credit work with my license?
How soon after I finish an online course will I receive my CE/CPE certificate?
What happens if I lose the original copy of my certificate?
If I miss one of the live webinars, is there a way to receive a recording later?
What is the Tax Practice Pro membership?
