A Modern Way for Tax Pros to Earn CE & CPE

Varies

Tax Practice Pro’s 2023 & 2024 Federal Tax Updates Series provides tax professionals with in-depth analysis of recent federal tax law changes, IRS guidance, and compliance updates impacting individuals, businesses, trusts, and estates.

2 IRS CE Ethics/ 2 NASBA CPE Field of Study TAXES credits**

Tax professionals often work with clients who may be unable to advocate for themselves due to age, disability, financial exploitation, or undue influence. This course provides a practical and ethical framework for identifying and addressing these challenges while ensuring compliance with Circular 230, IRC §7216, and other legal and professional standards. Participants will learn how to recognize red flags, implement safeguards, and fulfill their ethical responsibilities when working with vulnerable clients. This course is designed for practitioners at the intermediate level, with a focus on re

2 IRS CE/2 NASBA CPE*

This program focuses on enhancing client communication to improve the accuracy and compliance of tax return preparation. The course will highlight common pitfalls arising from insufficient communication, explore methods to streamline the client interview process, and provide tools for creating an elective interview questionnaire. Participants will learn how to evolve their processes in line with changing tax laws and client needs, ensuring that critical information is captured upfront.

6 IRS CE/6 NASBA CPE*

This three-part series is designed to help tax professionals understand and leverage the power of Artificial Intelligence (A.I.) in their practice. Through engaging and practical webinars, participants gain a strong foundation in A.I. technology.

2 IRS CE/2 NASBA CPE*

Some firms can find themselves in hot water because they don’t have enough good habits or infrastructure built into their practice. Like other disciplines in our lives, if we fail to prepare and build healthy habits many of us fall right back into bad ones. Education and preparation are step #1, the crux of the matter is creating a system that replaces our default so in those moments of stress and vulnerability we can lean into our procedures and policies to protect us.

2 IRS CE/2 NASBA CPE*

Remote Workers: Securing the Remote Device

2 IRS CE/2 NASBA CPE*

Cyber Security for the 2025 Tax Filing Season

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.

2IRS CE/2 NASBA CPE*

This program covers how individual tax returns should be reviewed, the quality control aspect of review, how reviewers can be trained and work better and delegate more effectively to preparers, the eight types of tax return reviews and the two types of reviews that provides the true value of your services to the client. Methods to reduce review time, bottlenecks and improving preparer quality including self-review techniques that are guaranteed to work. Ed will illustrate his SmartProofTM worksheets and provide samples.