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
Inside Story, Outside Glory: Partnership Basis Explained
2 IRS CE/2 NASBA CPE*
Inside Story, Outside Glory: Partnership Basis Explained
Inside Story, Outside Glory: Partnership Basis ExplainedBasis Instinct: Uncovering the Secrets of S Corps and Partnerships
2 IRS CE/2 NASBA CPE*
Basis Instinct: Uncovering the Secrets of S Corps and Partnerships
Basis Instinct: Uncovering the Secrets of S Corps and PartnershipsFlow Through You: Master the Intricacies of Partnerships and S Corporations
Varies
An enlightening series of programs dedicated to navigating the complexities of partnerships and S corporations. Our theme, "Flow Through You," encapsulates the seamless transition of knowledge and strategies you'll gain from these expert-led sessions.
Flow Through You: Master the Intricacies of Partnerships and S CorporationsHelping Clients Plan for Higher Education
1 IRS CE/1 NASBA CPE*
This program summarizes requirements for American Opportunity Tax Credit (AOTC) and the Lifetime Learning Credit (LLC).
Helping Clients Plan for Higher EducationDoubling Down on Deductions - Gambling Taxes Demystified
2 IRS CE/2 NASBA CPE*
Doubling Down on Deductions - Gambling Taxes Demystified
Doubling Down on Deductions - Gambling Taxes DemystifiedIRAs A to Z
2 IRS CE/2 NASBA CPE*
IRAs A to Z
IRAs A to ZDivorce: Untying the Knot
2 IRS CE/2 NASBA CPE*
This program provides a detailed overview of tax implications and considerations for clients undergoing a divorce.
Divorce: Untying the KnotTax Hacks: Social Media Myths vs. Real Benefits of Hiring Your Kids
1 IRS CE/1 NASBA CPE*
This program examines the FLSA, IRS, and Department of Labor requirements, covering tax benefits, age-appropriate work, labor law compliance, and the pros and cons of hiring family members.
Tax Hacks: Social Media Myths vs. Real Benefits of Hiring Your KidsFrequently 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?
