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 CorporationsGuaranteed Payments for Partners
2 IRS CE/CTEC/NASBA CPE*
In a partnership, some partners may be active participants, while others may invest in the entity to provide working capital to finance partnership operations. To compensate them for their efforts, the partnership can pay them guaranteed payments. This webinar will explore the tax ramifications of guaranteed payments, both for the partners and the partnership.
Guaranteed Payments for PartnersThe 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 Crypto
On-Demand Webinars
When RO Says No - Collection Appeals 2026
2 IRS CE/CTEC/NASBA CPE*
This Program teaches practitioners how to respond when a Revenue Officer says “no” and threatens liens, levies, or installment agreement denial.
When RO Says No - Collection Appeals 2026Introduction to Offers in Compromise
2 IRS CE/CTEC/NASBA CPE*
The IRS accepted thousands of Offers last year—settling millions in debt. Learn who qualifies, the three offer types, and how the math works.
Introduction to Offers in CompromiseAudit Reconsideration Process
2 IRS CE/CTEC/NASBA CPE*
Audit Reconsideration — It Isn't Over Until We Say It's Over A client walks in with an assessment from an audit they didn't respond to, didn't understand, or lost without representation. The 90-day window is gone. Collections is moving. The question isn't whether the original result was right — it's whether you can reopen it, and what it takes to get a different answer the second time around.
Audit Reconsideration ProcessIRS Examination Planning 2026
2 IRS CE/CTEC/NASBA CPE*
A practitioner's first decisions on an exam happen before the first IDR is answered — often before the client has finished reading the notice. Type of contact (correspondence, office, or field), what triggered selection, the return's exposure points, and the client's recordkeeping posture all shape what representation should look like. With 2025 enforcement priorities continuing to shift — staffing realignments after the IRA funding pullback, sustained correspondence-exam volume on Schedule C and refundable-credit returns, renewed focus on high-income individuals and large ...
IRS Examination Planning 2026Entity Classification: Elections, Errors, and What to Do Next
2 IRS CE/CTEC/NASBA CPE*
Entity classification is one of the most fundamental—and most frequently misunderstood—areas of international tax compliance. A single missed or incorrect election can change the entire tax posture of a client, triggering unexpected filing obligations, exposure to penalties, and unintended tax consequences under regimes such as Subpart F or GILTI.
Entity Classification: Elections, Errors, and What to Do NextIntroduction to Criminal Tax - Part II
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.
Introduction to Criminal Tax - Part IIThe Fault in Our Taxes: IRS Correspondence Exams Best Practices
2 IRS CE/CTEC/NASBA CPE*
IRS increasingly relies on computer matching and correspondence to correct errors potentially found in tax returns. This course exams best practices for handling correspondence audits, from the opening interview to sending the package, while looking at research processes, including a brief sojourn into using an LLM for your practice
The Fault in Our Taxes: IRS Correspondence Exams Best PracticesAbating Penalties and Writing Letters to the IRS and States
2 IRS CE/CTEC/NASBA CPE*
Practitioners regularly inherit clients carrying penalties whose abateability turns on which authority actually applies — statutory, regulatory, administrative, or case law. Reasonable cause, first-time abatement, Rev. Proc. 84-35 for small partnerships, and §6751(b) supervisory-approval challenges all live in different lanes. Picking the wrong path, or stacking them in the wrong order, wastes the client's best shot at relief.
Abating Penalties and Writing Letters to the IRS and StatesWhen the Verdict Is “You Owe”: Installment Agreements 101
2 IRS CE/CTEC/NASBA CPE
When a client lands in your office with an unexpected balance due, the path forward is rarely an Offer in Compromise. It's an installment agreement — and since the IRS restructured its payment plan architecture in March 2025, the analysis a practitioner has to run looks different than it did a year ago. The Streamlined Installment Agreement is gone. The Simple Payment Plan replaced it, with new thresholds, a new financial disclosure cutoff, and revised lien mechanics. Practitioners who are still working from the old framework are quoting clients the wrong terms. ...
When the Verdict Is “You Owe”: Installment Agreements 101Frequently 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?
