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
Ellie Jones and the Temple of Tax Doom—Part 2 of the Series
2 IRS/2 CTEC/NASBA CPE Available
This webinar (Part 2 of a 3-part research methodology series) teaches tax professionals how to evaluate information effectively, assess the credibility of online and paid resources, apply Circular 230 standards for accuracy, and leverage AI tools and prompt engineering for reliable research outcomes.
Ellie Jones and the Temple of Tax Doom—Part 2 of the Series2026 Criminal Tax Update & IRS Tax Problem Solving Day
No CE Offered
This webinar reviews recent developments in DOJ tax enforcement, including the new Voluntary Disclosure program, CI investigation case studies, restitution in sentencing, scams like romance fraud, and updates from the SACS.
2026 Criminal Tax Update & IRS Tax Problem Solving DayEllie Jones and the Search for the IRC—Part 1
2 IRS/2 CTEC/NASBA CPE Available
This first part of a 3-part research methodology series teaches tax professionals how to parse questions, build effective search strings using Boolean logic, evaluate free and paid resources, and explore AI-assisted research with an introduction to prompt engineering.
Ellie Jones and the Search for the IRC—Part 1Show Me the Money! Form 8865 & Foreign Partnerships
2 IRS CE/2 NASBA CPE*
This webinar provides a practical guide to Form 8865 compliance, covering reporting requirements, tax implications, and best practices for handling foreign partnerships to ensure accurate filings and avoid penalties.
Show Me the Money! Form 8865 & Foreign PartnershipsFederal Tax Update Part 2—2025
3 IRS CE/3 CTEC/3 NASBA CPE
Stay current on key 2025 federal tax changes with this webinar, covering updates, compliance requirements, and planning strategies for tax professionals.
Federal Tax Update Part 2—2025PTET for California Business after SB132
1 NASBA CPE (NO IRS CE)
This webinar explains California’s PTET (Pass-Through Entity Tax) updates under SB 132, covering compliance, reporting requirements, and tax planning strategies for business owners and tax professionals.
PTET for California Business after SB132Tax Planning for PTET after OBBBA
2 IRS CE/2 CTEC/2 NASBA CPE
This webinar covers strategic tax planning for Pass-Through Entity Tax (PTET) in the post-OBBBA landscape, helping professionals optimize compliance, deductions, and client outcomes.
Tax Planning for PTET after OBBBANew York State Tax Update—2025
NASBA CPE
Stay up to date on New York State tax changes for 2025 with this webinar, covering legislative updates, compliance requirements, and planning strategies for tax professionals and businesses.
New York State Tax Update—2025Retirement Tax Playbook
2 IRS CE/2 CTEC/2 NASBA CPE
This webinar equips tax professionals with strategies for optimizing retirement planning, covering tax-efficient distributions, account management, and compliance best practices.
Retirement Tax PlaybookFrequently 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?
