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
Creating a WISP in 2 Hours
2 IRS CE/CTEC/NASBA CPE*
A Written Information Security Plan (WISP) shouldn’t be a document created simply to satisfy a compliance requirement and then forgotten. This course walks tax professionals through the process of developing a practical data security plan that identifies risks, establishes safeguards, assigns responsibilities, and can actually be implemented within a tax practice.
Creating a WISP in 2 HoursTax 101: Innocent and Injured Spouse (Part 5 of 7)
2 IRS CE/CTEC/NASBA CPE*
Innocent and injured spouse are tools that a tax pro can use to assist with saving a refund or switching liability to the appropriate taxpayer. But each tool has specific rules surrounding its use and application. ...
Tax 101: Innocent and Injured Spouse (Part 5 of 7)Cybersecurity for Employees Working from Home
2 NASBA CPE ONLY* NO IRS, NO CTEC
With the 2020 pandemic many organizations had employees working from home for the irst time. Many companies continue to allow employees to work from home, and many employees prefer to work from home when possible. This creates additional cyber security risks for the employees and their organizations. This course is designed for employees who are working from home, who would like to obtain an understanding of data and cybersecurity. You have probably heard of some of the more common types of cyber-crimes such as ransomware, spyware, ...
Cybersecurity for Employees Working from HomeYour Tax Office Is Stuck! Find the Bottlenecks Before Tax Season
2 NASBA CPE ONLY* NO IRS, NO CTEC
Session 1: Your Tax Office Is Stuck! Find the Bottlenecks Before Tax Season** Most of the tech complaints tax pros post online are really process complaints. Before you change software this off-season, write down the process you actually run. In this two-hour session we'll map a return from the first marketing touch through intake, the proposal, preparation and delivery. We'll name every handoff along the way and find the two or three spots where work actually stalls in your office. ...
Your Tax Office Is Stuck! Find the Bottlenecks Before Tax SeasonNCTI: Because ‘GILTI’ Was Too Honest
2 IRS CE/CTEC/NASBA CPE*
The One Big Beautiful Bill Act (OBBBA) did not just modify GILTI—it effectively replaced it with a new framework: net CFC tested income (NCTI). While the name change may suggest a simple rebranding, the underlying rules have been materially revised, with significant implications for U.S. shareholders of controlled foreign corporations.
NCTI: Because ‘GILTI’ Was Too HonestWhat is a SOC Audit and When Do You Need a SOC Report?
2 NASBA CPE ONLY* NO IRS, NO CTEC
This course is designed for individuals who would like to obtain a basic understanding of SOC (System & Organization Controls) reports. We will discuss various types of SOC reports and when organizations should obtain a SOC report. Do you need a type 1 or Type 2 Soc Report. We will discuss reviewing a SOC report to determine if the vendor meets the internal control requirements your company has established. We will also discuss ...
What is a SOC Audit and When Do You Need a SOC Report?Keep It, Cut It, or Automate It! Your 2027 Tax Office Tech Tune-Up
2 NASBA CPE ONLY* NO IRS, NO CTEC
Session 2: Keep It, Cut It, or Automate It! Your 2027 Tax Office Tech Tune-Up** Most offices are paying for more software than they're actually using, and still doing the same steps by hand. This session takes your tech stack apart and checks it against how your office really works. ...
Keep It, Cut It, or Automate It! Your 2027 Tax Office Tech Tune-UpNew Revenue Streams: Educating and Offering Fraud and Identity Services to Clients
2 NASBA CPE ONLY* NO IRS, NO CTEC
Identity theft and fraud create significant financial and tax consequences for clients, but tax professionals are uniquely positioned to help. This course explores how firms can educate clients about emerging threats while developing ...
New Revenue Streams: Educating and Offering Fraud and Identity Services to ClientsSection 530A – The Current Big Sleeper?
1 IRS CE/CTEC/NASBA CPE*
The so-called One Big Beautiful Bill (OB3) included what is essentially an IRA for minors provision, Section 530A. There's more to this provision than meets the eye, including questions of what its temporary nature means, who is eligible, how to enroll a minor, and whether the juice is worth ...
Section 530A – The Current Big Sleeper?
On-Demand Webinars
Navigating Delinquent, Streamlined, and Voluntary Disclosure Programs: Ensuring Compliance and Avoiding Penalties
2 IRS CE/2 NASBA CPE*
The webinar covers the Streamlined Filing Compliance Procedures, including eligibility for U.S. and non-U.S. residents, reduced penalty structures, and risks of audit selection. The Delinquent International Information Return and FBAR Procedures will be explored, including reasonable cause statements and potential audit risks. Finally, the IRS Criminal Investigation Voluntary Disclosure Practice will be analyzed, focusing on mitigation strategies, penalties, and the risks of willful noncompliance. Only available for TPP unlimited CE subscribers.
Navigating Delinquent, Streamlined, and Voluntary Disclosure Programs: Ensuring Compliance and Avoiding PenaltiesSetting up MFA for Everything: A Practical How-to
1 IRS CE/1 NASBA CPE*
Join us for the second webinar in our "2025 Tax Office Cyber Security Series", designed to help accounting and tax firms enhance their security posture and protect their sensitive data. Don’t miss this opportunity to lay the groundwork for better security and peace of mind! The webinar is only available to monthly subscribers.
Setting up MFA for Everything: A Practical How-toBest Practices for Substantiating Deductions and Proving Entitlement to Losses – Part II
2 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.
Best Practices for Substantiating Deductions and Proving Entitlement to Losses – Part IINAVIGATING THE BBA PARTNERSHIP AUDIT REGIME: FROM RETURN PREPARATION TO LITIGATION
2 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.
NAVIGATING THE BBA PARTNERSHIP AUDIT REGIME: FROM RETURN PREPARATION TO LITIGATIONOregon Wants YOU! (Even If You Don’t Want Oregon)
NO CE AVAILABLE FOR THIS PROGRAM
A No-Nonsense Guide to Surviving Oregon’s Tax Preparer Licensing Requirements Are you a tax professional who’s never set foot in Oregon—but suddenly being told you need to register there? Welcome to the Beaver State’s latest regulatory surprise! If you touch a tax return that involves an Oregon filing, the state says you must be licensed—no matter where you live or work. This practical, step-by-step program walks you through the process, from understanding the law to acing the licensing exam. No CE credit, no whining—just clear guidance on how to comply and move on with your life.
Oregon Wants YOU! (Even If You Don’t Want Oregon)S Corp Shareholder Basis & Form 7203
2 IRS CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
S Corp Shareholder Basis & Form 7203Partner Basis and New IRS Form 7217
2 IRS CE/2 NASBA CPE*
Do you know your client's basis in their partnership interest? Do you get the usual blank stare from a new client when you ask them for their basis in their partnership interest? The IRS has opened a whole new office to audit partner basis with a team of specially trained auditors. It is the partner's responsibility to maintain their partnership basis, not the partnership's responsibility. It is not their capital account! We will review how basis is calculated for partners. The IRS just issued Form 7217 for partners who receive noncash distributions from their partnership. We will review how basis is allocated for property that is distributed to the partner. The IRS is focusing on partner basis in their audits since losses cannot be claimed when basis goes to zero.
Partner Basis and New IRS Form 7217Claiming the Energy Credits and the Business Vehicle
2 IRS CE/2 NASBA CPE*
This program examines the use of the Commercial Clean Vehicle Credit and the Clean Vehicle Credit when the vehicle has a business use component.
Claiming the Energy Credits and the Business VehicleThere’s a Lid for Every Pot—What Every Tax Pro Should Know About ‘Simple’ Returns
1 IRS CE/1 NASBA CPE*
This course explores some of the statutory and regulatory return preparation requirements to which a tax professional is subjected without respect to the perceived skill level necessary to complete a return. In addition, the course frames alternatives available to taxpayers with simpler returns (various free/low-cost tax return preparation options). Finally, it explores hazards to which supposedly simple returns expose a tax professional and reminds tax professionals of the value that even “simple” return preparation provides clients.
There’s a Lid for Every Pot—What Every Tax Pro Should Know About ‘Simple’ ReturnsFrequently 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?
