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
Practical Uses of IRS Online Tools and Transcripts
2 IRS CE/CTEC/NASBA CPE*
This course provides tax professionals with a practical overview of the IRS’s expanding suite of digital tools and how to leverage them effectively in client service.
Practical Uses of IRS Online Tools and TranscriptsCase Studies in Complex Collections
2 IRS CE/CTEC/NASBA CPE*
This program teaches tax practitioners how to analyze and resolve complex IRS collection cases using real-world case studies. Participants will review fact patterns involving high-dollar liabilities, noncompliant taxpayers, multiple tax periods, and competing collection alternatives. The program focuses on applying the Internal Revenue Code, Treasury Regulations, and Internal Revenue Manual guidance to evaluate resolution strategies, including installment agreements, offers in compromise, currently not collectible status, and appeals rights.
Case Studies in Complex CollectionsFREE Webinar: The International Forms Every Tax Office Should Know Post OBBBA
2 IRS CE/ 2 CTEC/ 2 NASBA CPE*
This 100-minute program, presented by John Sheeley, EA, offers a comprehensive overview of essential IRS international tax forms. It is designed for tax professionals who may not specialize in international tax but need to recognize compliance issues for clients.
FREE Webinar: The International Forms Every Tax Office Should Know Post OBBBAFREE Webinar: Cleared for Takeoff: Resolving Passport Certifications
1 IRS CE/CTEC/NASBA CPE*
Tax debt doesn’t just trigger IRS collection action—it can also ground international travel. The IRS frequently certifies certain seriously delinquent tax debts to the Department of State, leading to passport denial, non-renewal, or even revocation.
FREE Webinar: Cleared for Takeoff: Resolving Passport CertificationsExamination Appeals 2026
2 IRS CE/CTEC/NASBA CPE*
The examiner won't move. The manager backed the examiner. The 30-day letter is on the table and the client is asking what happens next. Appeals is the next room, and the practitioners who get results there are the ones who understand what Appeals is actually doing — weighing hazards of litigation, not re-running the audit — and write the protest accordingly.
Examination Appeals 2026Claude Cowork & Agents for Accounting: An Introduction
1 NASBA CPE ONLY*
You've probably tried ChatGPT - but agents like Claude Cowork are now doing actual work in accounting firms. In this intro session, we're introducing agents, best practices in using & building them, live demos, and use cases for your firm.
Claude Cowork & Agents for Accounting: An IntroductionFREE Webinar: Types of Trusts and Corresponding Form 1041 Issues
2 IRS CE/CTEC/NASBA CPE*
Trust returns sit in an awkward place in most practices. Not frequent enough to be routine, complex enough that the errors compound, and the client usually doesn't know what kind of trust they have. The first job is classification — grantor or non-grantor, simple or complex, and which subset of either — because everything downstream on the 1041 follows from that answer.
FREE Webinar: Types of Trusts and Corresponding Form 1041 IssuesForm 1041, Line by Line - 4 CE
4 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Form 1041, Line by Line - 4 CEDecedent Estate and Final 1040 - 2026
2 IRS CE/CTEC/NASBA CPE*
A client dies and the practitioner inherits a sequence of decisions: what income belongs on the final 1040 versus the estate's 1041, who signs each return, what basis applies, whether to elect a fiscal year, whether to combine a revocable trust with the estate under §645, whether to file a 706 just to preserve portability. Mistakes are often uncorrectable — losses that die with the decedent, a missed §691(c) deduction, an IRD item on the wrong return, a closed portability election.
Decedent Estate and Final 1040 - 2026
On-Demand Webinars
Partner Basis and New IRS Form 7217
2 IRS CE/2 NASBA CPE*
Do you know your client's basis in their partnership interest? Do you get the usual blank stare from a new client when you ask them for their basis in their partnership interest? The IRS has opened a whole new office to audit partner basis with a team of specially trained auditors. It is the partner's responsibility to maintain their partnership basis, not the partnership's responsibility. It is not their capital account! We will review how basis is calculated for partners. The IRS just issued Form 7217 for partners who receive noncash distributions from their partnership. We will review how basis is allocated for property that is distributed to the partner. The IRS is focusing on partner basis in their audits since losses cannot be claimed when basis goes to zero.
Partner Basis and New IRS Form 7217Claiming the Energy Credits and the Business Vehicle
2 IRS CE/2 NASBA CPE*
This program examines the use of the Commercial Clean Vehicle Credit and the Clean Vehicle Credit when the vehicle has a business use component.
Claiming the Energy Credits and the Business VehicleThere’s a Lid for Every Pot—What Every Tax Pro Should Know About ‘Simple’ Returns
1 IRS CE/1 NASBA CPE*
This course explores some of the statutory and regulatory return preparation requirements to which a tax professional is subjected without respect to the perceived skill level necessary to complete a return. In addition, the course frames alternatives available to taxpayers with simpler returns (various free/low-cost tax return preparation options). Finally, it explores hazards to which supposedly simple returns expose a tax professional and reminds tax professionals of the value that even “simple” return preparation provides clients.
There’s a Lid for Every Pot—What Every Tax Pro Should Know About ‘Simple’ ReturnsSocial Security Fairness Act and Impact on Tax Season
1 IRS CE/1 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Social Security Fairness Act and Impact on Tax SeasonHow to Write a Meaningful Public Comment to the Proposed Circular 230 Regs
1 IRS CE/1 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
How to Write a Meaningful Public Comment to the Proposed Circular 230 RegsForm 1099 Issues for Various Taxpayers
2 IRS CE/2 NASBA CPE*
This program provides a comprehensive exploration of Form 1099 reporting requirements, with a focus on critical updates for 2023 and 2024. Participants will gain insights into issues surrounding Form 1099-K, crowdfunding income, gambling activities, student-athlete NIL earnings, and payments to research study participants. Emphasis will be placed on correctly classifying income, reconciling Form 1099-K and 1099-MISC to prevent duplication, and understanding the reporting thresholds that impact taxpayers. The course will also discuss the nuances of hobby income versus trade or business income and the potential tax consequences. By mastering these topics, tax professionals will be equipped to navigate the complexities of 1099 reporting and ensure client compliance with IRS regulations.
Form 1099 Issues for Various TaxpayersInternational Monthly Series: Form 1040 V. Form 1040NR
2 IRS CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
International Monthly Series: Form 1040 V. Form 1040NRBest Practices for Substantiating Deductions and Proving Entitlement to Losses – Part I
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
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.
Best Practices for Substantiating Deductions and Proving Entitlement to Losses – Part ITCJA - How did 2025 get here so quickly? (Subscribers Only)
1 IRS CE/1 NASBA CPE*
Join us for an engaging new webinar on the Tax Cuts and Jobs Act (TCJA) designed to equip tax professionals with the insights they need to stay ahead. We'll start by exploring the core components of TCJA that every tax pro should understand and why they matter. The session will cover three key areas: individual tax provisions, estate tax changes, and business-related reforms. We'll dive into which changes were made permanent (spoiler: most business-related) and which are set to expire (spoiler: most individual). Looking ahead, we’ll consult our "Magic 8 Ball" to discuss how Congress might address TCJA’s impending expiration in 2025 and whether action will be taken in a timely manner. Finally, we’ll share strategies for leveraging this information to communicate effectively with clients, positioning yourself as a knowledgeable and proactive tax professional. Don’t miss this opportunity to sharpen your expertise and prepare for the future of tax planning! The webinar is only available to monthly subscribers.
TCJA - How did 2025 get here so quickly? (Subscribers Only)Frequently 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?
