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
Tax 101: Innocent and Injured Spouse (Part 5 of 7)
2 IRS CE/CTEC/NASBA CPE*
Innocent and injured spouse are tools that a tax pro can use to assist with saving a refund or switching liability to the appropriate taxpayer. But each tool has specific rules surrounding its use and application. ...
Tax 101: Innocent and Injured Spouse (Part 5 of 7)Cybersecurity for Employees Working from Home
2 IRS CE/CTEC/NASBA CPE*
With the 2020 pandemic many organizations had employees working from home for the irst time. Many companies continue to allow employees to work from home, and many employees prefer to work from home when possible. This creates additional cyber security risks for the employees and their organizations. This course is designed for employees who are working from home, who would like to obtain an understanding of data and cybersecurity. You have probably heard of some of the more common types of cyber-crimes such as ransomware, spyware, ...
Cybersecurity for Employees Working from HomeNCTI: Because ‘GILTI’ Was Too Honest
2 IRS CE/CTEC/NASBA CPE*
The One Big Beautiful Bill Act (OBBBA) did not just modify GILTI—it effectively replaced it with a new framework: net CFC tested income (NCTI). While the name change may suggest a simple rebranding, the underlying rules have been materially revised, with significant implications for U.S. shareholders of controlled foreign corporations.
NCTI: Because ‘GILTI’ Was Too HonestThe Rules of Ethics Applicable to Tax Practice
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.
The Rules of Ethics Applicable to Tax PracticeTax 101: Principle Residence Tax Issues: Section 121 (Part 6 of 7)
2 IRS CE/CTEC/NASBA CPE*
This program will review what a residence is vs. a domicile and these key tax definitions. We will spend much of the time looking at the permanent Section 121 exclusion, which allows a taxpayer to exclude a certain amount of gains from the sale of their home. But Section 121 isn't as straight forward as it sounds and we'll examine options when the two years aren't quite met. ...
Tax 101: Principle Residence Tax Issues: Section 121 (Part 6 of 7)Annual Giving Tuesday, Free Ethics 2026
2 IRS CE/CTEC/NASBA CPE
This program instructs tax practitioners in how to identify and address ethical issues that arise when representing small business clients. Using a fictional case study based on the Bailey Building & Loan from It's a Wonderful Life, participants examine conflicts of interest, due diligence obligations, and standards for preparing and signing tax returns under Circular 230.
Annual Giving Tuesday, Free Ethics 2026Federal Tax Update Part 1 - 2026
3 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Federal Tax Update Part 1 - 2026 PFIC Happens: A §1291 Deep Dive
2 IRS CE/CTEC/NASBA CPE*
PFICs are one of the most complex areas in international tax—and when the default rules under IRC §1291 apply, the real challenge is not identifying the issue, but performing the calculation correctly. The excess distribution regime requires practitioners to reconstruct holding periods, allocate income across multiple years, and apply interest charges that can significantly increase the tax liability.
PFIC Happens: A §1291 Deep Dive
On-Demand Webinars
Correcting & Reconstructing Partner Basis
2 IRS CE/CTEC/NASBA CPE*
This course reviews accurate reporting, correcting, and reconstructing for partner basis. Individual and business tax preparers should review some critical basis miscalculations and identify clients with these issues and how to fix them. See how incoming or exiting partners and LLC members' accounts are handled plus ...
Correcting & Reconstructing Partner BasisFREE Webinar - Beyond October 15: Getting the December 15 International Extension Right
1 IRS CE/CTEC/NASBA CPE*
FREE TO THE INDUSTRY October 15 is not always the end of the extension road. Certain individual taxpayers abroad may qualify for additional time to file through December 15, but the rules are easy to misunderstand and Form 4868 can create processing problems when it does not clearly reflect the taxpayer’s filing situation. This free one-hour program examines when the December 15 filing deadline may apply, what happens when Form 4868 Box 9 is not checked, and how practitioners can use a protective extension request to reduce the risk of a return being treated as late. ...
FREE Webinar - Beyond October 15: Getting the December 15 International Extension RightMaximizing QBI, Section 199A
2 IRS CE/CTEC/NASBA CPE*
Maximizing the QBI deduction, 199A, includes planning, structuring and strategizing for different types of businesses, SSTBs and entities, S corps, Partnerships, Sole Proprietorships, rentals, related entities and some trusts. Evaluating and comparing options including the increased phase out range and new minimum QBI deduction provision from OBBBA offers substantial tax savings.
Maximizing QBI, Section 199APartnership Basis, Loss Limitations & Sale of Partnership
2 IRS CE/CTEC/NASBA CPE*
This course reviews partnership and LLC basis and capital accounts, other loss limitations; at-risk, and passive activity limitations. Learn accurate basis calculations, reporting distributions in excess of basis, preparing Form 6198 for basis and at risk limitations.
Partnership Basis, Loss Limitations & Sale of PartnershipIRC Section 754 Elections & Form 7217
2 IRS CE/CTEC/NASBA CPE*
This Program will provide a practical, transaction-driven framework for understanding the §754 election and the related §743(b) and §734(b) basis adjustment regimes that can align (or further differentiate) partner-level and partnership-level tax attributes. Participants will learn how a partnership- level §754 election causes ...
IRC Section 754 Elections & Form 7217Deferred Sales Trusts: Tax Deferral Strategies for the Sale of Appreciated Assets
2 IRS CE/CTEC/NASBA CPE*
Deferred Sales Trusts have gained increasing attention as a planning strategy for taxpayers looking to defer capital gains tax on the sale of highly appreciated assets. This course provides a practical overview of how these arrangements are structured, the tax rules that support them, and the circumstances in which they may be considered. Participants will examine the installment sale principles under IRC Section 453, the roles of the seller, trust, trustee, and purchaser, and ...
Deferred Sales Trusts: Tax Deferral Strategies for the Sale of Appreciated AssetsImportance of a Partnership Agreement under BBA
1 IRS CE/CTEC/NASBA CPE*
This 1 hour course provides a practitioner-level overview of the Bipartisan Budget Act (BBA) centralized partnership audit regime and its impact on partnership agreements. Participants will learn how the new audit rules shift authority to the Partnership Representative (PR), alter partner level rights, and change how adjustments, assessments, and elections ...
Importance of a Partnership Agreement under BBAInside Basis vs Outside Basis: The Foundational Distinction
2 IRS CE/CTEC/NASBA CPE*
This Program explains the critical distinction between a partnership’s inside basis in its assets and a partner’s outside basis in the partnership interest. This course focuses on how basis is created, adjusted, tracked, and applied in common partnership transactions, including contributions, allocations of income and loss, distributions, ...
Inside Basis vs Outside Basis: The Foundational DistinctionValuation, The Role of Expert Witnesses in Tax Preparation & Tax Controversies
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.
Valuation, The Role of Expert Witnesses in Tax Preparation & Tax ControversiesFrequently 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?
