A Modern Way for Tax Pros to Earn CE & CPE

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.

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.

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.

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 ...

2 IRS CE/CTEC/NASBA CPE*

Entity classification is one of the most fundamental—and most frequently misunderstood—areas of international tax compliance. A single missed or incorrect election can change the entire tax posture of a client, triggering unexpected filing obligations, exposure to penalties, and unintended tax consequences under regimes such as Subpart F or GILTI.

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*

IRS increasingly relies on computer matching and correspondence to correct errors potentially found in tax returns. This course exams best practices for handling correspondence audits, from the opening interview to sending the package, while looking at research processes, including a brief sojourn into using an LLM for your practice

2 IRS CE/CTEC/NASBA CPE*

Practitioners regularly inherit clients carrying penalties whose abateability turns on which authority actually applies — statutory, regulatory, administrative, or case law. Reasonable cause, first-time abatement, Rev. Proc. 84-35 for small partnerships, and §6751(b) supervisory-approval challenges all live in different lanes. Picking the wrong path, or stacking them in the wrong order, wastes the client's best shot at relief.

2 IRS CE/CTEC/NASBA CPE

When a client lands in your office with an unexpected balance due, the path forward is rarely an Offer in Compromise. It's an installment agreement — and since the IRS restructured its payment plan architecture in March 2025, the analysis a practitioner has to run looks different than it did a year ago. The Streamlined Installment Agreement is gone. The Simple Payment Plan replaced it, with new thresholds, a new financial disclosure cutoff, and revised lien mechanics. Practitioners who are still working from the old framework are quoting clients the wrong terms. ...