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
Cybersecurity Update—Preparing for the 2026 Filing Season
2 IRS CE/2 CTEC/2 NASBA CPE
A timely overview of cybersecurity best practices for tax professionals, focusing on protecting client data, preventing breaches, and ensuring compliance ahead of the 2026 filing season.
Cybersecurity Update—Preparing for the 2026 Filing SeasonGetting to "No"
NASBA CPE credit only. No IRS or CTEC CE available.
Getting to "No"
Getting to "No"Engagement Letters for 2026 Filing Season
NO IRS/CTEC CE Available
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit. NASBA Field of Study: Communications and Marketing NO IRS/CTEC CE Available
Engagement Letters for 2026 Filing SeasonClients Don't read, Communicating OBBA changes
NO IRS/CTEC CE Available
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit. NASBA Field of Study: Communications and Marketing NO IRS/CTEC CE Available
Clients Don't read, Communicating OBBA changes11/2/2025: The Rules of Ethics applicable to Tax Practice
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This webinar is available online only. 3 Free Ethics Credits
11/2/2025: The Rules of Ethics applicable to Tax PracticeEverything Roth
2 IRS CE/2 CTEC/2 NASBA CPE
Roth IRAs certainly have advantages over Traditional IRAs such as no required minimum distributions, and the beneficiaries will receive the Roth IRA tax-free. This seminar will review the latest changes made by recent legislation such as SECURE 2.0. We will go over how to take advantage of the Mega Back Door Roth for our qualified clients. Also we will discuss how to make sure your client's Roth IRA distributions are tax-free.
Everything RothThe Trial of a US Tax Court Case – Practice & Procedure Part II
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Hybrid Event - The Trial of a US Tax Court Case – Practice & Procedure Part II THIS EVENT IS RESCHEDULED FROM OCTOER 14, 2025 This webinar was available for Virtual or LIVE In-Person attendance. "Our best deal is always to become a monthly subscriber"
The Trial of a US Tax Court Case – Practice & Procedure Part IIStock Options: ISOs, ESPP, NSOs, RSUs, RSAs, and elections
2 IRS CE/2 CTEC/2 NASBA CPE
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Stock Options: ISOs, ESPP, NSOs, RSUs, RSAs, and electionsTo Elect or Not to Elect: That is the Entity Classification Question
2 IRS CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
To Elect or Not to Elect: That is the Entity Classification QuestionFrequently 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?
