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
Don’t Leave Clients’ Money on the Table: Maximize Tax Savings for Individual and Small Business Clients
2 IRS CE/CTEC/NASBA CPE*
This course equips tax professionals with practical strategies to uncover hidden opportunities for client savings and avoid costly mistakes. Through real-world case studies, participants will learn how to identify overlooked deductions, optimize refundable credits, and leverage elections under the Internal Revenue Code to minimize tax liability.
Don’t Leave Clients’ Money on the Table: Maximize Tax Savings for Individual and Small Business ClientsSALT-y About the Cap? Meet PTET
2 IRS CE/CTEC/NASBA CPE*
This presentation covers critical tax planning moves related to timing of PTET payments to maximize tax savings. Also tax planning and solutions for taxpayers which may need to change entities to take advantage of PTET elections. And analysis of PTET tax savings opportunities for "large taxable events"...
SALT-y About the Cap? Meet PTETPesky 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 Too
On-Demand Webinars
FREE Webinar: The International Forms Every Tax Office Should Know Post OBBBA
2 IRS CE/ 2 CTEC/ 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.
FREE Webinar: The International Forms Every Tax Office Should Know Post OBBBACase Studies in Complex Collections
2 IRS CE/CTEC/NASBA CPE*
This program teaches tax practitioners how to analyze and resolve complex IRS collection cases using real-world case studies. Participants will review fact patterns involving high-dollar liabilities, noncompliant taxpayers, multiple tax periods, and competing collection alternatives. The program focuses on applying the Internal Revenue Code, Treasury Regulations, and Internal Revenue Manual guidance to evaluate resolution strategies, including installment agreements, offers in compromise, currently not collectible status, and appeals rights.
Case Studies in Complex CollectionsPractical Uses of IRS Online Tools and Transcripts
2 IRS CE/CTEC/NASBA CPE*
This course provides tax professionals with a practical overview of the IRS’s expanding suite of digital tools and how to leverage them effectively in client service.
Practical Uses of IRS Online Tools and TranscriptsFREE Webinar: Bankruptcy and Taxes
2 IRS CE/CTEC/NASBA CPE*
Bankruptcy and Taxes: Tools for Tackling Tough Cases Navigating tax liabilities in the context of bankruptcy requires a fundamental understanding of how tax debts interact with bankruptcy proceedings. This course provides tax professionals with a comprehensive overview of the bankruptcy process under the U.S. Code, emphasizing the treatment of tax debts. Participants will learn when certain tax liabilities can be discharged, how liens may survive bankruptcy, and the role of state-specific exemptions, including homestead protections. By the end of this course, attendees will be equipped to ...
FREE Webinar: Bankruptcy and TaxesThis Letter is Brought to You by the Letters A & I (Don’t Worry, a Tax Pro Checked It)
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
This Letter is Brought to You by the Letters A & I (Don’t Worry, a Tax Pro Checked It)When RO Says No - Collection Appeals 2026
2 IRS CE/CTEC/NASBA CPE*
This Program teaches practitioners how to respond when a Revenue Officer says “no” and threatens liens, levies, or installment agreement denial.
When RO Says No - Collection Appeals 2026Introduction to Offers in Compromise
2 IRS CE/CTEC/NASBA CPE*
The IRS accepted thousands of Offers last year—settling millions in debt. Learn who qualifies, the three offer types, and how the math works.
Introduction to Offers in CompromiseAudit Reconsideration Process
2 IRS CE/CTEC/NASBA CPE*
Audit Reconsideration — It Isn't Over Until We Say It's Over A client walks in with an assessment from an audit they didn't respond to, didn't understand, or lost without representation. The 90-day window is gone. Collections is moving. The question isn't whether the original result was right — it's whether you can reopen it, and what it takes to get a different answer the second time around.
Audit Reconsideration ProcessIRS Examination Planning 2026
2 IRS CE/CTEC/NASBA CPE*
A practitioner's first decisions on an exam happen before the first IDR is answered — often before the client has finished reading the notice. Type of contact (correspondence, office, or field), what triggered selection, the return's exposure points, and the client's recordkeeping posture all shape what representation should look like. With 2025 enforcement priorities continuing to shift — staffing realignments after the IRA funding pullback, sustained correspondence-exam volume on Schedule C and refundable-credit returns, renewed focus on high-income individuals and large ...
IRS Examination Planning 2026Frequently 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?
