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
Entity Classification: Elections, Errors, and What to Do Next
2 IRS CE/2 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.
Entity Classification: Elections, Errors, and What to Do NextK-2/K-3 Reporting: Sourcing, 8865 Considerations, and Form 1116 Application
2 IRS CE/2 NASBA CPE*
Schedules K-2 and K-3 were introduced to standardize international tax reporting, but for many practitioners, they created a new layer of complexity rather than clarity. The real challenge is not identifying that a K-2 or K-3 exists—it is understanding how to use the information correctly in return preparation. This program focuses on the practical application of K-2 and K-3 reporting, with an emphasis on sourcing of income, foreign tax credit implications, and integration into Form 1116.
K-2/K-3 Reporting: Sourcing, 8865 Considerations, and Form 1116 ApplicationThe 250th Anniversary Tax Update: Mid-Year Developments for 2026
3 IRS CE/3 CTEC CE/3 NASBA CPE*
Don't Miss the Biggest Mid-Year Tax Update of 2026! This mid-year continuing education program provides updates on significant federal tax developments as of mid-2026. The program reviews enacted tax legislation, newly issued Treasury regulations, impactful federal tax court decisions, and relevant executive and administrative actions affecting tax compliance and practice. Special emphasis will be placed on continued implementation of the One Big Beautiful Bill.
The 250th Anniversary Tax Update: Mid-Year Developments for 2026You Can Check Out Anytime You Like… But You Still Have to File (Form 2555)
2 IRS CE/2 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)IRS Collections, Collection Alternatives, CDP, and Understanding IRS Notices - Part I
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.
IRS Collections, Collection Alternatives, CDP, and Understanding IRS Notices - Part IIRS Collections, Collection Alternatives, CDP, and Understanding IRS Notices - Part II
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.
IRS Collections, Collection Alternatives, CDP, and Understanding IRS Notices - Part IILate Foreign Gift Reporting: Triage, Strategy, and Risk
2 IRS CE/2 NASBA CPE*
This program focuses on how practitioners should respond when late foreign gift reporting is discovered. Participants will review the filing requirements under IRC §6039F and the associated penalty framework, but the primary emphasis is on real-world decision-making: what questions to ask, how to assess the facts, and how to determine an appropriate strategy.
Late Foreign Gift Reporting: Triage, Strategy, and RiskFIRPTA Gone Wrong: Misapplied Payments and Practitioner Response
2 IRS CE/2 NASBA CPE*
This program focuses on how practitioners respond when FIRPTA withholding goes wrong. Participants will review the core framework under IRC §1445, including withholding requirements, reporting obligations, and the roles of the parties involved in a transaction. The emphasis, however, is on real-world problems: identifying misapplied or missing payments, understanding why these issues occur, and determining how to fix them.
FIRPTA Gone Wrong: Misapplied Payments and Practitioner ResponseValuation, 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 Controversies
On-Demand Webinars
Protecting Your Office from “Knock and Talks”
2 IRS CE/2 CTEC/2 NASBA CPE*
“Knock & Talks” are unannounced visits by IRS agents designed to catch tax professionals off guard—often during tax season—to verify compliance on everything from due diligence forms to security practices. This webinar walks you through what to expect if the IRS comes knocking, what the agents are looking for, and how to maintain proper documentation and procedures to protect your practice from hefty penalties or sanctions.
Protecting Your Office from “Knock and Talks”Responding to Math Authority Notices
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.
Responding to Math Authority NoticesFBAR Rescue & 8938 Reasons to File
2 IRS CE/2 CTEC/2 NASBA CPE*
Taxpayers with foreign financial assets may be required to file both the Foreign Bank Account Report (FBAR) and Form 8938 (Statement of Specified Foreign Financial Assets)—but understanding when and how to file can be complex. This webinar guides tax professionals through the key differences, filing thresholds, penalties, and reporting obligations for each form. Learn how to determine filing requirements, avoid common compliance pitfalls, and effectively advise clients with international financial interests. Ensure your clients stay compliant and mitigate risks with a clear understanding of these critical reporting requirements. Only available for TPP unlimited CE subscribers.
FBAR Rescue & 8938 Reasons to FileTax Practice Rescue: Insider Secrets to Selling Your Firm for Maximum Value
No CE
Don’t fall for broker hyperbole that can cost you thousands when cashing out! Join us for "Tax Practice Rescue", a hard-hitting, no-nonsense webinar where a seasoned buyer shares real lessons from 100+ deals and 10 successful acquisitions. If you're expecting 1.25x sales, all cash at closing, or think buyers are eager to inherit your $100 tax returns, you need to hear this!
Tax Practice Rescue: Insider Secrets to Selling Your Firm for Maximum ValueTax Fallout Webinar Series
Varies
Tax Practice Pro’s Fallout Webinar Series offers on-demand, IRS CE-approved training covering firm valuation and exit strategy, responding to IRS math error notices, handling “Knock and Talks,” and resolving common IRS compliance issues.
Tax Fallout Webinar SeriesOwe No! When the check Won't Cover the Tax Bill
1 IRS CE/1 NASBA CPE*
Your client has a 2024 balance due they didn't expect, and can’t pay in full—what now? Don’t let unpaid balances turn into client walk-outs and undue stress. This live webinar equips tax professionals with the tools and strategies to help clients who can’t pay their full tax bill by April 15. You will leave this webinar with skills and strategies designed to get your happy clients to pay for their return and leave without stress or worry about the balance.
Owe No! When the check Won't Cover the Tax BillScammed but Deductible? Chief Counsel Advice on Theft Losses from Scams
1 IRS CE/1 NASBA CPE*
Is Your Client’s Scam Loss Deductible? Find Out Now! The IRS has spoken! The latest IRS Chief Counsel Advice (CCA 202511015) clarifies when taxpayers can—and cannot—claim theft loss deductions under IRC § 165. Investment scams? Potentially deductible. Romance scams? No deduction allowed. As a tax pro, it's your job to classify losses correctly and maximize recovery options for your clients!
Scammed but Deductible? Chief Counsel Advice on Theft Losses from ScamsThe Role of Expert Witnesses in Tax Preparation and Tax Controversies
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
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 Role of Expert Witnesses in Tax Preparation and Tax ControversiesMarch Madness: Is this the FINAL BOI deadline?
1 IRS CE/1 NASBA CPE*
FinCEN Says March 21 is the Deadline... But Will It Stick? If you've been following the rollercoaster that is Beneficial Ownership Information (BOI) reporting, you know the rules have changed, delayed, and litigated their way into the compliance nightmares of tax professionals everywhere. But now, FinCEN has spoken: March 21, 2025, is the due date for most filers. With everything that's happened—court challenges, enforcement uncertainty, and plenty of taxpayer confusion—how confident are you that this will be the final deadline? More importantly, are your clients ready to comply?
March Madness: Is this the FINAL BOI deadline?Frequently 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?
