Get year-round support from tax professionals through live and on-demand webinars, delivering personalized answers, practical strategies, and actionable insights.
2 IRS CE/CTEC/NASBA CPE*
This webinar will help tax professionals determine whether partnership flow-through income and payments to partners should be subject to self- employment (SE) tax. Additionally, we will cover recent court ...
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.
2 IRS CE/CTEC/NASBA CPE*
This program focuses on the practical side of Form 1042 compliance: how withholding, deposits, and reporting are supposed to work—and what to do when they don’t. Participants will review the framework under IRC §§1441–1443, including the role of the withholding agent and the relationship between Forms 1042 and 1042-S.
2 IRS CE/CTEC/NASBA CPE*
Partnership Closing, Dissolution and Balance Sheet Accurately report and record the sale or dissolution of partnership or LLC entities for tax, basis and possible partner pass- through profits or losses from the sale or dissolution. Learn the minimum and maximum requirements for reporting business entity sales or dissolutions and ...
5 CTEC/CPE* NO IRS CE
This presentation will review 2026 California tax changes for individual and business, including new California tax legislation and federal tax conformity issues related to IRS guidance for OBBBA and other federal tax law changes. We'll also cover new California business tax credits, PTET, other individual available credits, California Disaster Loss rules for tax, and other California compliance matters.
NO IRS or CTEC, NASBA CPE Only*
AI can do much more than summarize tax law or draft client communications; it can help tax professionals identify planning opportunities hidden within a client’s financial and tax data. This course explores practical ways to use AI to analyze client situations, generate and evaluate tax strategies, and develop more personalized tax planning recommendations while maintaining professional judgment, privacy, and appropriate oversight.
2 IRS CE/CTEC/NASBA CPE*
Digital assets have evolved from a niche investment to a mainstream asset class encountered by tax practitioners, business advisors, and individual taxpayers. This introductory-level webinar is designed to provide CPAs, tax professionals, enrolled agents, and financial advisors with a practical understanding of cryptocurrency and digital assets, including how blockchain technology works, common digital asset transactions, and the federal income tax implications associated with ownership and ...
2 IRS CE/CTEC/NASBA CPE*
Digital assets have become increasingly sophisticated, creating significant tax compliance, reporting, and advisory challenges for practitioners. This advanced-level webinar is designed for experienced tax professionals who already possess a foundational understanding of cryptocurrency and blockchain technology and are seeking a deeper understanding of complex digital asset transactions and emerging ...
2 IRS CE/CTEC/NASBA CPE*
A Written Information Security Plan (WISP) shouldn’t be a document created simply to satisfy a compliance requirement and then forgotten. This course walks tax professionals through the process of developing a practical data security plan that identifies risks, establishes safeguards, assigns responsibilities, and can actually be implemented within a tax practice.
2 IRS CE/CTEC/NASBA CPE*
This program examines when the S corporation election is financially and structurally appropriate for a closely held business. Participants analyze the payroll-tax arbitrage between self-employment tax and FICA, the §199A deduction, the recurring compliance-cost stack, and break-even income thresholds. ...
2 IRS CE/CTEC/NASBA CPE*
This course reviews the steps for forming an entity to elect S corporation tax status, electing S corporation status, evaluating an existing entity as a potential S Corp candidate, and filing Form 2553. ...
AFTR Course, Part 3 of 3
Part 3 in a 3 part series. "Our best deal is always to become a monthly subscriber"
AFTR Course, Part 2 of 3
Part 2 in a 3 part series "Our best deal is always to become a monthly subscriber"
2 IRS CE/CTEC/NASBA CPE*
The One Big Beautiful Bill changed how we calculate eligibility for tax credits for kids, especially child tax credit, but that isn't the only tax benefit for a qualifying child. This program will look at the qualifying child requirements...
AFTR Course, Part 1 of 3
Part 1 in a 3 part series. "Our best deal is always to become a monthly subscriber"
2 IRS CE/CTEC/NASBA CPE*
This Program examines Qualified Small Business Stock (QSBS) (IRC 1202) planning, including OBBBA updates, qualification requirements, and common disqualifying factors. Participants will explore planning strategies that maximize QSBS benefits while evaluating ...
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. ...
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.