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
K-2/K-3 Reporting: Sourcing, 8865 Considerations, and Form 1116 Application
2 IRS CE/CTEC/NASBA CPE*
Schedules K-2 and K-3 were introduced to standardize international tax reporting, but for many practitioners, they created a new layer of complexity rather than clarity. The real challenge is not identifying that a K-2 or K-3 exists—it is understanding how to use the information correctly in return preparation. This program focuses on the practical application of K-2 and K-3 reporting, with an emphasis on sourcing of income, foreign tax credit implications, and integration into Form 1116.
K-2/K-3 Reporting: Sourcing, 8865 Considerations, and Form 1116 ApplicationFinding and Fixing Foreign Issues in a Domestic Trust
2 IRS CE/CTEC/NASBA CPE*
A trust the client and prior counsel have always treated as domestic can be a foreign trust under §7701(a)(30)(E) because of a single drafting choice or a routine succession event — a Canadian sister named as successor trustee, a removal-and-replace power held by a non-U.S. beneficiary, an automatic migration clause buried in an asset protection trust. Once the Court Test or Control Test fails and isn't cured within the 12-month window, the trust is foreign as of the day it failed, and the consequences run through throwback tax on UNI distributions, §1441 withholding exposure, and ...
Finding and Fixing Foreign Issues in a Domestic TrustForm 706 Unlocked: Keep Your Estate Plans Portability-Proofed
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Form 706 Unlocked: Keep Your Estate Plans Portability-ProofedSimple vs. Complex Trusts, DNI and the Treatment of Capital Gains
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Simple vs. Complex Trusts, DNI and the Treatment of Capital Gains Not a CPA or EA? Here's How to Help Your Clients Anyway
1 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Not a CPA or EA? Here's How to Help Your Clients AnywayMastering Charitable Remainder Trusts and Form 5227 Compliance
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Mastering Charitable Remainder Trusts and Form 5227 ComplianceTrust Me, But Verify: Build an AI Notebook for Trust Instrument Review
2 IRS CE/CTEC/NASBA CPE*
This program instructs tax professionals how to use a source-grounded AI notebook to review trust instruments for federal tax filing issues.
Trust Me, But Verify: Build an AI Notebook for Trust Instrument ReviewTrust Accounting 2026
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Trust Accounting 2026Tax 101: Filing Status & Dependents: Part 1 of 7
2 IRS CE/CTEC/NASBA CPE*
A filing status is an election made every year on your return, based on a person's marital status and/or relationship to dependents each year. This program will start with the requirements for each status as laid out in USC and review each of the five statuses.
Tax 101: Filing Status & Dependents: Part 1 of 7
On-Demand Webinars
The NEW Form 7206 for SE Health Insurance
1 IRS CE/0 NASBA CPE*
This program delves into the intricacies of the newly revised IRS Form 7206 for use in 2023 and later income tax returns.
The NEW Form 7206 for SE Health InsurancePay As You Earn - Pen to Paper
1 IRS CE/1 NASBA CPE*
This session will discuss how to review, analyze, and report foreign wage income reported on a PAYE or similar statement.
Pay As You Earn - Pen to PaperThe Search for the IRC: Research Methods and Resources
2 IRS CE/2 NASBA CPE*
This 100-minute course will cover levels of authority in tax research, how to effectively search online with search engines like Google, as well as paid services such as Checkpoint.
The Search for the IRC: Research Methods and ResourcesSchedule C Refresher
1 IRS CE/1 NASBA CPE*
This webinar will touch obliquely on items such as sale of business property, depreciation recapture, and office in home expenses. Those topics will not be covered in-depth.
Schedule C RefresherFootloose: What do those standard K-1 footnotes tell us?
1 IRS CE/1 NASBA CPE*
This session will discuss the reporting obligations disclosed in footnotes to Schedules K-1 and K-3.
Footloose: What do those standard K-1 footnotes tell us?Form 926 Confusion
1 IRS CE/1 NASBA CPE*
This session will discuss the tax implications of transferring property to foreign corporations.
Form 926 ConfusionBuilding Bundles: Crafting the Ideal Service Packages
1 NASBA CPE
"Building Bundles" is John Sheeley, EA’s third and pivotal installment in our series, designed to comprehensively address the composition of service packages in tax practices.
Building Bundles: Crafting the Ideal Service PackagesBuilding Bundles: Crafting the Ideal
1 NASBA CPE
This course intricately builds upon the foundational financial understanding from "Getting Even" and the strategic insights from "Packaging for Your Profits: Optimizing Service Offerings". Both courses are recommended prerequisites to ensure a deep and effective engagement with the content of "Building Bundles".
Building Bundles: Crafting the IdealWeird Science: Ethics & the Misuse of AI in the Tax Practice (2 FREE IRS Ethics CE)
2 Ethics CE
The rapid advancement of artificial intelligence (AI) has significant implications for the tax profession. As a tax professional, it is essential to understand both the benefits and ethical challenges associated with the use of AI in tax practice. This continuing education course aims to provide tax practitioners with a comprehensive understanding of the ethical considerations and potential misuse of AI in the tax field.
Weird Science: Ethics & the Misuse of AI in the Tax Practice (2 FREE IRS Ethics CE)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?
