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
Don’t Leave Clients’ Money on the Table: Maximize Tax Savings for Individual and Small Business Clients
2 IRS CE/CTEC/NASBA CPE*
This course equips tax professionals with practical strategies to uncover hidden opportunities for client savings and avoid costly mistakes. Through real-world case studies, participants will learn how to identify overlooked deductions, optimize refundable credits, and leverage elections under the Internal Revenue Code to minimize tax liability.
Don’t Leave Clients’ Money on the Table: Maximize Tax Savings for Individual and Small Business ClientsSALT-y About the Cap? Meet PTET
2 IRS CE/CTEC/NASBA CPE*
This presentation covers critical tax planning moves related to timing of PTET payments to maximize tax savings. Also tax planning and solutions for taxpayers which may need to change entities to take advantage of PTET elections. And analysis of PTET tax savings opportunities for "large taxable events"...
SALT-y About the Cap? Meet PTETPesky Publicly Traded Partnerships
2 IRS CE/CTEC/NASBA CPE*
This course provides an in-depth exploration of Publicly Traded Partnerships (PTPs), a unique investment vehicle that combines characteristics of both partnerships and publicly traded securities. For those who think they have no exposure to these, you are exactly who needs to take this course! ...
Pesky Publicly Traded PartnershipsK-1 Confusion? Let’s Partner Up and Fix That
2 IRS CE/CTEC/NASBA CPE*
This course provides tax professionals with an in-depth exploration of the complexities of Schedule K-1 (Form 1065), focusing on Box 20 and its extensive list of codes. While many K-1 entries are straightforward, Box 20 often contains nuanced information that requires careful interpretation to ensure accurate reporting on individual returns. ...
K-1 Confusion? Let’s Partner Up and Fix ThatCracking the S Corp Code: K-1s Made Clear
2 IRS CE/CTEC/NASBA CPE*
This course provides tax professionals with an in-depth exploration of the complexities of Schedule K-1 (Form 1120-S), focusing on Box 17 and its extensive list of codes. While many K-1 entries are straightforward, Box 17 often contains nuanced information that requires careful interpretation to ensure accurate reporting on individual returns. ...
Cracking the S Corp Code: K-1s Made ClearThe Art of the Tax Deal: Trump Accounts Edition
2 IRS CE/CTEC/NASBA CPE*
This course provides EAs, CPAs, and small firm tax professionals with a practical overview of Trump Accounts and their use in client planning. Participants will review eligibility requirements, contribution rules, tax treatment, and reporting considerations in a clear, practice-focused format.
The Art of the Tax Deal: Trump Accounts EditionIRS Collections, Collection Alternatives, CDP, and Understanding IRS Notices - Part I
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.
IRS Collections, Collection Alternatives, CDP, and Understanding IRS Notices - Part IThe Modern Tax Planner: Using AI to Model Tax Outcomes on Investment Activity
2 IRS CE/CTEC/NASBA CPE*
This 2-hour Federal Tax Program teaches tax professionals how to use artificial intelligence as a structured research, modeling, and review tool for investment-related tax issues. The Program focuses on capital gains and losses, holding periods, wash sales, basis reporting, tax-loss harvesting, qualified dividends, mutual fund and ETF distributions, digital assets, Net Investment Income Tax, and selected advanced investment transactions. ...
The Modern Tax Planner: Using AI to Model Tax Outcomes on Investment ActivityRelated Parties: Because the IRS Knows Your Cousin Too
1 IRS CE/CTEC/NASBA CPE*
This program provides tax pros with an in-depth understanding of related party rules and their significant impact on federal income tax implications. The IRC course offers a detailed exploration of IRC §267’s core definition of “related parties” and its applications, crucial for effective tax planning and compliance. ...
Related Parties: Because the IRS Knows Your Cousin Too
On-Demand Webinars
CTEC Qualified 2025 CA Tax Update
NO CE FOR REPLAY
This course provides tax professionals with an in-depth review of the latest changes in California tax laws and regulations, with a focus on areas where the state does not conform to federal income tax law. Participants will explore planning strategies using California’s pass-through entity tax election, as well as key rules governing residency and nonresidency. The program will also address sourcing rules to determine when income is attributable to California, along with methods for calculating apportionment between California and other states. By the end of the course, attendees will be equipped to apply these concepts in practice to better advise clients with California tax exposure. *Self-Study recording not available for NASBA CPE credits
CTEC Qualified 2025 CA Tax UpdateJohn Sheeley's A.I. for Tax Pros, Episode 1
NO CE
"Our best deal is always to become a monthly subscriber"
John Sheeley's A.I. for Tax Pros, Episode 1The Trial of a US Tax Court Case – Practice & Procedure Part I
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This webinar is available for Virtual or LIVE In-Person attendance. 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 Trial of a US Tax Court Case – Practice & Procedure Part IA Deep Dive into Education Credits
2 IRS CE/2 CTEC/2 NASBA CPE
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
A Deep Dive into Education CreditsKeys to Cashing Out: Section 121 Strategies
2 IRS CE/2 CTEC/2 NASBA CPE
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Keys to Cashing Out: Section 121 StrategiesNIIT: The "Sneaky" Mistake
2 IRS CE/2 CTEC/2 NASBA CPE
"Is NIIT actually required on this return? What income is subject to NIIT? Is my software computing it correctly?" This program equips tax professionals with the knowledge to identify potential errors in NIIT application and correct software miscalculations, ensuring proper treatment of Net Investment Income Tax on affected returns.
NIIT: The "Sneaky" MistakeCut the Cost: Winning IRS Penalty Abatement Requests
2 IRS CE/x2 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Cut the Cost: Winning IRS Penalty Abatement RequestsFreedom of Information Act Secrets: Get the IRS to Open Up
1 IRS CE offered On-demand
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Freedom of Information Act Secrets: Get the IRS to Open UpLost in Translation: Making Sense of PFIC Rules & Form 8621
2 IRS CE/2 NASBA CPE*
Only available for TPP unlimited CE subscribers. "Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Lost in Translation: Making Sense of PFIC Rules & Form 8621Frequently 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?
