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
The Wolf of Tax-Free Street: QSBS Edition
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 ...
The Wolf of Tax-Free Street: QSBS EditionAFTR Course, 1 of 3 (2 CE)
2 IRS CE/CTEC/NASBA CPE*
Part 1 in a 3 part series "Our best deal is always to become a monthly subscriber"
AFTR Course, 1 of 3 (2 CE)Tax 101: Tax Benefits of Kids (Part 3 of 7)
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...
Tax 101: Tax Benefits of Kids (Part 3 of 7)AFTR Course, 2 of 3 (2 CE)
2 IRS CE/CTEC/NASBA CPE*
Part 2 in a 3 part series "Our best deal is always to become a monthly subscriber"
AFTR Course, 2 of 3 (2 CE)AFTR Course, 3 of 3 (2 CE)
2 IRS CE/CTEC/NASBA CPE*
Part 3 in a 3 part series. "Our best deal is always to become a monthly subscriber"
AFTR Course, 3 of 3 (2 CE)Forming & Electing S-Corp Status: Form 2553, Late Relief & Eligibility Traps
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. ...
Forming & Electing S-Corp Status: Form 2553, Late Relief & Eligibility TrapsFREE Webinar: When the S Corp Doesn't Make Sense
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. ...
FREE Webinar: When the S Corp Doesn't Make SenseMaking the Switch: Partnership to S-Corp Conversion
2 IRS CE/CTEC/NASBA CPE*
This program explores how a partnership for Federal tax purposes can choose to be treated as an S-Corporation for Federal tax purposes. Among the issues discussed will be the compliance aspects of each step of the process as well as the consequences of the decision. Specific attention will be paid to the real-world application of the code ...
Making the Switch: Partnership to S-Corp Conversion
On-Demand Webinars
SALT-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 PTETDon’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 ClientsThe Stock Options Playbook: Turning Complexity into Clarity
2 IRS CE/CTEC/NASBA CPE*
This Program examines tax research and documentation by covering primary and secondary authorities, levels of authority, research methodology, the IRAC framework, search techniques, authority evaluation, and communication of research results. Participants will explore tax planning and compliance research, documentation practices, and a case study illustrating research, analysis, recommendations, and reporting.
The Stock Options Playbook: Turning Complexity into ClarityTax 101: Schedule C, Line by Line (Part 2 of 7)
2 IRS CE/CTEC/NASBA CPE*
This 2nd program in the Tax 101 series will look at the Schedule C, line by line, and review common snarls and practitioner issues when it comes to completing accurate Schedule Cs.
Tax 101: Schedule C, Line by Line (Part 2 of 7)FREE! Working with Noncompliant International Businesses
1 IRS CE/CTEC/NASBA CPE*
This program teaches tax professionals how to identify and remediate U.S. tax compliance issues when an offshore business unknowingly creates a U.S. branch or taxable presence. Using a real UK company case study, the program addresses federal payroll obligations, Form 1120-F filing, local nexus, voluntary disclosure, entity classification, banking challenges, and related penalty exposure.
FREE! Working with Noncompliant International BusinessesYou Can Check Out Anytime You Like… But You Still Have to File (Form 2555)
2 IRS CE/CTEC/NASBA CPE*
This program focuses on the practical application of Form 2555, including determining eligibility under the bona fide residence test and physical presence test, and identifying what constitutes foreign earned income. Participants will also explore the housing exclusion, limitations, and coordination with other tax provisions that impact overall tax liability.
You Can Check Out Anytime You Like… But You Still Have to File (Form 2555)Till Tax Do Us Part: Navigating Divorce
2 IRS CE/CTEC/NASBA CPE*
This Program examines the tax implications of divorce, including filing status, joint and individual liability, innocent spouse issues, Form 8332, credits associated with dependents, alimony, child support, property settlements, retirement accounts, allocating estimated taxes, carryforwards, Social Security, and practical divorce tax planning considerations.
Till Tax Do Us Part: Navigating DivorceQCD & Superpowers: Saving Taxes One Distribution at a Time
2 IRS CE/CTEC/NASBA CPE*
This Program explores strategic planning opportunities using Qualified Charitable Distributions (QCDs) and Required Minimum Distributions (RMDs). Participants will examine QCD and Charitable Gift Annuity (CGA) strategies, RMD planning considerations, OBBBA MAGI phase-out provisions, and IRMAA implications to help clients coordinate charitable giving, retirement distributions, and income-based tax planning decisions.
QCD & Superpowers: Saving Taxes One Distribution at a TimeFrequently 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?
