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
Foreclosure & Cancellation of Debt
1 IRS CE/1 NASBA CPE
This webinar is part of Tax Practice Pro's "Taxation of Real Estate Series"
Foreclosure & Cancellation of DebtCalifornia Pass Through Entity Tax (PTET)
1 NASBA CPE
This webinar is included in the July monthly series "Tax Planning & Investments".
California Pass Through Entity Tax (PTET)Georgia Pass Through Entity Tax (PTET)
1 NASBA CPE
This webinar is included in the July monthly series "Tax Planning & Investments".
Georgia Pass Through Entity Tax (PTET)Billy Joel & IRC 368(a)(f) NO CE
2 IRS CE/2 NASBA CPE
IRC 368 remains one of the unsung, often unused code sections which can help business reduce their tax liability. This program explains the 7 tax-free reorganizations available to be businesses under IRC 368 with a focus on subsection (F).
Billy Joel & IRC 368(a)(f) NO CEIndividual & Business 2023 Mid-Year Tax Update
2 IRS CE/2 NASBA CPE*
Join us for this fast-paced, must-attend two-hour overview where you will receive the latest information and guidance that has transpired, we were conquering tax season and then recovering.
Individual & Business 2023 Mid-Year Tax UpdateTaxation of Investment Income Mini-Series
Varies
This 8 IRS CE credit Investment Taxation Miniseries equips tax professionals with advanced guidance on reporting stock and mutual fund sales, dividends, DRIPs, employee stock options, investment interest deductions, trader vs. investor status, basis calculations, bond taxation (including OID and tax-exempt bonds), capital gain netting, and cryptocurrency transactions.
Taxation of Investment Income Mini-SeriesS-Corp - Pen to Paper Preparation of Form 1120-S and related forms
3 IRS & 3 NASBA CPE
This webinar is part of Tax Practice Pro's month of "Partly Partnerships with a Share of S-Corps" series!
S-Corp - Pen to Paper Preparation of Form 1120-S and related formsFrequently 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?
