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
The July 10th Refund Deadline You Didn't See Coming
2 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Kwong & Abdo: Recovering Pandemic-Era Tax Penalties and Interest This Program Teaches You How to Turn COVID-Era IRS Payments Into Refund Claims Two landmark decisions — Kwong v. United States (2025) and Abdo v. Commissioner (2024) — have fundamentally changed the treatment of federal tax penalties and interest during the COVID-19 disaster period. The takeaway is simple, but powerful: From January 20, 2020 through July 10, 2023, federal tax penalties and interest were mandatorily suspended under IRC § 7508A(d). ...
The July 10th Refund Deadline You Didn't See ComingIntroduction to Criminal Tax - 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.
Introduction to Criminal Tax - Part INext-Gen Tax Research: AI, Accordance & Ask Blue J in Practice
2 IRS CE/2 CTEC credit/2 NASBA CPE*
Next-Gen Tax Research isn’t about replacing your judgment—it’s about upgrading your workflow. In this program, we go beyond “just ask ChatGPT” and show you how experienced tax professionals are actually using AI to produce faster, stronger, and more defensible research. You’ll learn how to integrate Accordance and Ask Blue J with ChatGPT and Claude to create a cohesive, repeatable research process—from the first question to the final, polished answer.
Next-Gen Tax Research: AI, Accordance & Ask Blue J in PracticeMath Authority After OBBBA: New Math, Same Old Notices
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Math Authority After OBBBA: New Math, Same Old NoticesState Conformity Chaos: Managing Late OBBBA Adoption
CE Credit: TBD
Managing Late OBBBA Adoption
State Conformity Chaos: Managing Late OBBBA AdoptionA Conversation About Expanding with Remote Tax Pros
CE Credit: TBD
Professional Remote Employee Guidance "Our best deal is always to become a monthly subscriber"
A Conversation About Expanding with Remote Tax ProsWhile You Were Filing: IRS Guidance You Missed.
2 IRS CE/CTEC/NASBA CPE*
The Treasury Department has issued many Proposed Regulations since the enactment of OBBBA. However, none have gone final and some are still open for comments. We will go into a quick review of the recent Proposed Regulations issued by the Treasury regarding the OBBBA provisions. This includes No Tax on Car Loan Interest, Trump Accounts, No Tax on Tips, and No Tax on Overtime. ...
While You Were Filing: IRS Guidance You Missed.You Found the Error—Now What? Circular 230 §10.21 in Practice
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
You Found the Error—Now What? Circular 230 §10.21 in PracticeIntroduction 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 II
On-Demand Webinars
Form 3520: Foreign Trust and Receipt of Certain Foreign Gifts
2 IRS CE/2 NASBA CPE*
This webinar equips tax professionals to navigate complex IRS rules for foreign trusts and gifts, covering Form 3520/3520-A compliance, trust classification, reporting thresholds, tax implications, and penalties to ensure accurate international tax reporting.
Form 3520: Foreign Trust and Receipt of Certain Foreign GiftsC Corp Starter Kit: Reasonable Comp, Reimbursements, and Real-World Compliance
2 IRS CE/2 CTEC/2 NASBA CPE
This course provides tax professionals with practical guidance on C corporation compliance, tax planning, and savings strategies, covering shareholder loans, compensation, benefits, Section 1202 (QSBS) planning, S-corp conversions, and best practices to optimize tax outcomes while avoiding pitfalls.
C Corp Starter Kit: Reasonable Comp, Reimbursements, and Real-World ComplianceSeton Hall’s 11th Annual New Jersey Tax Controversy Forum
4 Free NY & NJ CLE, CPE/NASBA CPE Credits
This webinar provides New Jersey tax professionals with updates on audits, tax controversies, CBT, GIT, SUT, collections strategies, SALT issues, and more.
Seton Hall’s 11th Annual New Jersey Tax Controversy ForumNew Jersey Tax Update for 2025 Returns
1 NASBA/1Texas CPE
Join Kathryn in a review of the changes to New Jersey taxes this year. With the season opening up, this is a key time to make sure you have your states covered.
New Jersey Tax Update for 2025 ReturnsFederal Disaster Loss Update
2 IRS CE
This webinar explains the 2026 federal disaster bill (H.R. 1491), covering extended refund claim deadlines, disaster-related tax postponements, suspended IRS collection letters, and implications for amended returns.
Federal Disaster Loss UpdateInterest Tracing Rules: You Can’t Deduct What You Can’t Trace
1 IRS CE/1 CTEC/1 NASBA CPE
This webinar covers IRS interest tracing rules, teaching tax professionals how to accurately determine deductible investment interest and avoid costly errors on client returns.
Interest Tracing Rules: You Can’t Deduct What You Can’t TraceSplitting the Baby: Head of Household Status
2 IRS/2 CTEC CE/2 NASBA
This webinar clarifies the Head of Household filing status, reviewing IRS requirements, common tricky scenarios, and the implications of incorrect claims for accurate tax reporting.
Splitting the Baby: Head of Household StatusEmployment Tax Controversies—Part I
3 Free NY & NJ CLE, 3 CPE and 3 IRS CE/NASBA CPE Credits
This webinar helps tax professionals navigate IRS worker classification rules, covering independent contractor vs. employee distinctions, trust fund recovery penalties, Form SS-8 preparation, and strategies for representing both employers and employees, with opportunities for pro bono case involvement.
Employment Tax Controversies—Part IFrequently 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?
