A Modern Way for Tax Pros to Earn CE & CPE

2 NASBA CPE ONLY - NO IRS OR CTEC CPE*

This hands-on demonstration teaches accountants and tax preparers how to use Claude Cowork to build practical no-code applications. Participants will create an application that processes 12 months of client bank statements and categorizes transactions for tax return preparation. The course also demonstrates how AI tools can streamline accounting workflows and improve efficiency using natural language prompts.

2 IRS CE/CTEC/NASBA CPE

Trust documents land on practitioners' desks for ordinary reasons: setting up a 1041, allocating DNI on K-1s, confirming grantor trust status, assessing a §2041 inclusion, or just identifying the right EIN. Misreading the instrument has consequences that run from a wrong taxpayer ID to a missed estate inclusion to advice that contradicts the document the client signed. The skill is unglamorous and rarely taught directly.

2 IRS CE/CTEC/NASBA CPE*

A filing status is an election made every year on your return, based on a person's marital status and/or relationship to dependents each year. This program will start with the requirements for each status as laid out in USC and review each of the five statuses.

2 IRS CE/CTEC/NASBA CPE*

"Our best deal is always to become a monthly subscriber"

2 IRS CE/CTEC/NASBA CPE*

This course provides an in-depth overview of Charitable Remainder Trusts (CRTs), including the structure, benefits, taxation, and operational differences between Charitable Remainder Annuity Trusts (CRATs) and Charitable Remainder Unitrusts (CRUTs), as well as recent SECURE Act 2.0 changes affecting qualified charitable distributions.

1 IRS CE/CTEC/NASBA CPE*

"Our best deal is always to become a monthly subscriber"

2 IRS CE/CTEC/NASBA CPE*

"Our best deal is always to become a monthly subscriber"

2 IRS CE/CTEC/NASBA CPE*

This course provides a detailed overview of Form 706 –United States Estate (and Generation-Skipping Transfer) Tax Return, a critical filing for estate tax compliance and planning. The program highlights the importance of making the portability election, which allows a surviving spouse to utilize the deceased spouse’s unused estate tax exclusion amount (DSUE).

2 IRS CE/CTEC/NASBA CPE*

A trust the client and prior counsel have always treated as domestic can be a foreign trust under §7701(a)(30)(E) because of a single drafting choice or a routine succession event — a Canadian sister named as successor trustee, a removal-and-replace power held by a non-U.S. beneficiary, an automatic migration clause buried in an asset protection trust. Once the Court Test or Control Test fails and isn't cured within the 12-month window, the trust is foreign as of the day it failed, and the consequences run through throwback tax on UNI distributions, §1441 withholding exposure, and ...