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
Pesky 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 TooThe Wolf of Tax-Free Street: QSBS Edition
2 IRS CE/CTEC/NASBA CPE*
This Program examines Qualified Small Business Stock (QSBS) (IRC 1202) planning, including OBBBA updates, qualification requirements, and common disqualifying factors. Participants will explore planning strategies that maximize QSBS benefits while evaluating ...
The Wolf of Tax-Free Street: QSBS Edition
On-Demand Webinars
Disaster Casualty Losses: Tax Implications
2 IRS CE/2 NASBA CPE*
Several areas of the tax code are intended to offer relief for taxpayers affected by disaster events. Learn where to find up to date IRS guidance for areas affected by a disaster, determine which areas have been approved for tax postponements and how to easily contact the IRS Disaster Hotline and how to determine state conformity with IRS relief. This course will review the available options for accessing retirement funds penalty free with favorable repayment terms.
Disaster Casualty Losses: Tax ImplicationsStorms, States, and Section 139
1 IRS CE/1 NASBA CPE*
Join John Sheeley, EA, for a comprehensive 100-minute program on IRC Section 139, which allows employers to offer tax-free assistance to employees during federally declared disasters. This session will cover how to use IRC 139 as a tax-saving strategy when a state of emergency is declared under the Robert T. Stafford Act.
Storms, States, and Section 139Asset Acquisition: Depreciation Details
2 IRS CE/2 NASBA CPE*
Asset Acquisition: Depreciation Details
Asset Acquisition: Depreciation DetailsForeclosures and Forgiveness: Tax Edition
2 IRS CE/2 NASBA CPE*
Foreclosures and Forgiveness: Tax Edition
Foreclosures and Forgiveness: Tax EditionSwapping Success: 1031 Tax Tips
2 IRS CE/2 NASBA CPE*
Many of our clients have rental property and they have some decisions to make when their tenants move out. Do they continue to rent it out? Do they just sell it and take whatever is left after the tax bill? Or should they consider a 1031 Exchange? What are the rules? What can they invest in? How is this reported on the tax return? We will go over all these questions.
Swapping Success: 1031 Tax TipsChanging Course: Form 3115 in Real Estate
1 IRS CE/1 NASBA CPE*
Changing Course: Form 3115 in Real Estate
Changing Course: Form 3115 in Real EstateShort Stays, Long Gains: Tax Insights
2 IRS CE/2 NASBA CPE*
Short Stays, Long Gains: Tax Insights
Short Stays, Long Gains: Tax InsightsFREE Webinar: The International Forms Every Tax Office Should Know
2 IRS CE/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. The program covers crucial forms, including but not limited to: Forms 1040-NR, 1120-F, 5471, 5472, 8865, 8833, 8621, 8858, 8938, 926, 3520, 3520-A, and FBAR Form 114A.
FREE Webinar: The International Forms Every Tax Office Should KnowChallenging 280E: Arguments for Amending Tax Returns & Leveraging 471(c)
1 IRS CE/1 NASBA CPE*
Justin Botillier and Jamie Jorgenstone, Partners at Calyx CPA, alongside Nick Richards Attorney at Greenspoon Marder, will discuss the justification for moving forward without reducing deductions disallowed by 280E and amending tax returns to recapture lost deductions despite the IRS's reiterated stance on adhering to 280E. They will provide an in-depth analysis of the responsible basis for this approach, examining the legal and regulatory context that supports this position.
Challenging 280E: Arguments for Amending Tax Returns & Leveraging 471(c)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?
