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
Reading the Trust Instrument
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.
Reading the Trust InstrumentK-2/K-3 Reporting: Sourcing, 8865 Considerations, and Form 1116 Application
2 IRS CE/CTEC/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 ApplicationFinding and Fixing Foreign Issues in a Domestic Trust
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 ...
Finding and Fixing Foreign Issues in a Domestic TrustForm 706 Unlocked: Keep Your Estate Plans Portability-Proofed
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Form 706 Unlocked: Keep Your Estate Plans Portability-ProofedJohn's Monthly AI Program, Title: TBA June 2026
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
John's Monthly AI Program, Title: TBA June 2026Simple vs. Complex Trusts, DNI and the Treatment of Capital Gains
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Simple vs. Complex Trusts, DNI and the Treatment of Capital Gains Not a CPA or EA? Here's How to Help Your Clients Anyway
1 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Not a CPA or EA? Here's How to Help Your Clients Anyway
On-Demand Webinars
Yet Another Update on BOI Reporting
2 IRS CE/2 NASBA CPE*
This Act will affect every LLC, S Corporation, C Corporation, and any other entity required to be “registered” with their respective state. This program provides tax professionals with up-to-date indispensable knowledge on this act and how it will impact their practice and clients. In addition, we will deliver in-depth analysis of the FinCENs BOI FAQs.
Yet Another Update on BOI Reporting19 Things your Engagement Letter Needs: 2025 Update
2 NASBA CPE/NO IRS CE*
19 Things your Engagement Letter Needs: 2025 Update
19 Things your Engagement Letter Needs: 2025 UpdateGetting the Tax Office Ready—2025 Series
Varies
Empower yourself with vital tools and knowledge to make the upcoming tax season a breeze. This comprehensive webinar series offers education covering key subjects like engagement letters, cyber security, effective client interviews, how to review tax returns and of course the latest on BOI reporting! Master the art of modernizing your tax practice through automation and the use of AI.
Getting the Tax Office Ready—2025 SeriesForm Frenzy: Schedule E, 8825, 8582
2 IRS CE/2 NASBA CPE*
Form Frenzy: Schedule E, 8825, 8582
Form Frenzy: Schedule E, 8825, 8582Asset Auctions: Form 4797 Tax Tips
2 IRS CE/2 NASBA CPE*
Asset Auctions: Form 4797 Tax Tips
Asset Auctions: Form 4797 Tax TipsFree Tax Practice Pro Course Series
Varies
View courses we offer for FREE. Please note some courses may or may not qualify for IRS CE credit. Please view webinar description for more information.
Free Tax Practice Pro Course SeriesDisaster Casualty Losses: Tax Implications
2 IRS CE/2 NASBA CPE*
Several areas of the tax code are intended to offer relief for taxpayers affected by disaster events. Learn where to find up to date IRS guidance for areas affected by a disaster, determine which areas have been approved for tax postponements and how to easily contact the IRS Disaster Hotline and how to determine state conformity with IRS relief. This course will review the available options for accessing retirement funds penalty free with favorable repayment terms.
Disaster Casualty Losses: Tax ImplicationsStorms, States, and Section 139
1 IRS CE/1 NASBA CPE*
Join John Sheeley, EA, for a comprehensive 100-minute program on IRC Section 139, which allows employers to offer tax-free assistance to employees during federally declared disasters. This session will cover how to use IRC 139 as a tax-saving strategy when a state of emergency is declared under the Robert T. Stafford Act.
Storms, States, and Section 139Frequently 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?
