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
This Letter is Brought to You by the Letters A & I (Don’t Worry, a Tax Pro Checked It)
2 IRS CE/CTEC/NASBA CPE*
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This Letter is Brought to You by the Letters A & I (Don’t Worry, a Tax Pro Checked It)FREE 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 TaxesPractical 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 TranscriptsCase 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 CollectionsFREE 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 OBBBAFREE Webinar: Cleared for Takeoff: Resolving Passport Certifications
1 IRS CE/CTEC/NASBA CPE*
Tax debt doesn’t just trigger IRS collection action—it can also ground international travel. The IRS frequently certifies certain seriously delinquent tax debts to the Department of State, leading to passport denial, non-renewal, or even revocation.
FREE Webinar: Cleared for Takeoff: Resolving Passport CertificationsExamination Appeals 2026
2 IRS CE/CTEC/NASBA CPE*
The examiner won't move. The manager backed the examiner. The 30-day letter is on the table and the client is asking what happens next. Appeals is the next room, and the practitioners who get results there are the ones who understand what Appeals is actually doing — weighing hazards of litigation, not re-running the audit — and write the protest accordingly.
Examination Appeals 2026Claude Cowork & Agents for Accounting: An Introduction
1 NASBA CPE ONLY*
You've probably tried ChatGPT - but agents like Claude Cowork are now doing actual work in accounting firms. In this intro session, we're introducing agents, best practices in using & building them, live demos, and use cases for your firm.
Claude Cowork & Agents for Accounting: An IntroductionFREE Webinar: Types of Trusts and Corresponding Form 1041 Issues
2 IRS CE/CTEC/NASBA CPE*
Trust returns sit in an awkward place in most practices. Not frequent enough to be routine, complex enough that the errors compound, and the client usually doesn't know what kind of trust they have. The first job is classification — grantor or non-grantor, simple or complex, and which subset of either — because everything downstream on the 1041 follows from that answer.
FREE Webinar: Types of Trusts and Corresponding Form 1041 Issues
On-Demand Webinars
Splitting the Baby: Head of Household Status
2 IRS/2 CTEC CE/2 NASBA
This webinar clarifies the Head of Household filing status, reviewing IRS requirements, common tricky scenarios, and the implications of incorrect claims for accurate tax reporting.
Splitting the Baby: Head of Household StatusEmployment Tax Controversies—Part I
3 Free NY & NJ CLE, 3 CPE and 3 IRS CE/NASBA CPE Credits
This webinar helps tax professionals navigate IRS worker classification rules, covering independent contractor vs. employee distinctions, trust fund recovery penalties, Form SS-8 preparation, and strategies for representing both employers and employees, with opportunities for pro bono case involvement.
Employment Tax Controversies—Part IWhen Basis Steps Up?
1 IRS CE/1 CTEC/1 NASBA CPE
This webinar explains how and when a taxpayer’s basis steps up, covering key rules, tax implications, and strategies for accurately reporting inherited or gifted assets.
When Basis Steps Up?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 no-cost 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 SB132Frequently 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?
