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
Marital Estate tax planning trusts: Credit Shelter, Bypass, QTIP, and more
2 IRS CE/2 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Marital Estate tax planning trusts: Credit Shelter, Bypass, QTIP, and moreIntro to Estate Tax
1 IRS CE/1 CTEC CE/1 NASBA CPE*
This webinar stands on its own as a solid introduction, but it's also recommended for those planning to attend the upcoming session on Marital Estate Tax Planning Trusts: Credit Shelter, Bypass, QTIP, and more.
Intro to Estate TaxForm 709 and Adequate Disclosures
2 IRS CE/2 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Form 709 and Adequate DisclosuresGifts to Trusts
2 IRS CE/2 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Gifts to TrustsHalfway There: Key Tax Changes for 2025 (So Far)
3 IRS CE/3 CTEC CE/3 NASBA CPE*
Don't Miss the Biggest Mid-Year Tax Update of 2025 Tax law never sleeps—and neither can you. As we cross the midpoint of 2025, major developments are already reshaping how you advise and represent your clients. New laws, court rulings, administrative guidance, and a revised Circular 230 are already in play. Join us for a fast-paced, practical breakdown of everything that matters so far in 2025—before you fall behind.
Halfway There: Key Tax Changes for 2025 (So Far)The Federal Rules of Evidence in Tax Cases – Part I
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 Federal Rules of Evidence in Tax Cases – Part ITrusts and Form 1041
2 IRS CE/2 CTEC CE/2 NASBA CPE*
Unlock the essentials of tax and estate planning through the lens of fiduciary reporting. This comprehensive webinar will guide you through the design and function of trusts, the different types of trusts and how each impacts IRS Form 1041, and the tax implications that follow.
Trusts and Form 1041Frequently 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?
