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
Entity Selection for Tax and Other Considerations
2 IRS CE/2 NASBA CPE*
Entity Selection for Tax and Other Considerations
Entity Selection for Tax and Other ConsiderationsFederal Energy Credit: Business and Rental
2 IRS CE/2 NASBA CPE*
This webinar discusses the federal energy credits available for businesses such as selling the credit, prevailing wage, two types of credits one based on cost and the other based on output, plus various depreciation issues related to energy property & equipment, and business vehicles.
Federal Energy Credit: Business and RentalROTH Conversions Post 65
2 IRS CE/2 NASBA CPE*
This session is designed to improve the tax professional’s knowledge and communication with the client considering a Roth conversion.
ROTH Conversions Post 65IRS Collections, IRS Collection Alternatives and Collection Due Process and Understanding IRS Notices II
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
IRS Collections, IRS Collection Alternatives and Collection Due Process and Understanding IRS Notices II
IRS Collections, IRS Collection Alternatives and Collection Due Process and Understanding IRS Notices IIFederal Energy Credits: Individual
2 IRS CE/2 NASBA CPE*
This webinar discusses the federal energy credits available for the individual tax preparer such as home solar, solar for rentals, new cars, used cars, depreciation for rentals and schedule Cs, farms, etc.
Federal Energy Credits: Individual Tax Planning & Investments Series
Varies
TPP’s July Tax Webinar Series delivers 25 IRS/NASBA CPE credits with expert-led sessions on individual tax planning, 1099 reporting, investment income, retirement distributions, employee stock plans, PTET compliance across multiple states, reorganizations under IRC 368, and emerging issues like cryptocurrency and NFTs.
Tax Planning & Investments Series#AuditProof: Helping Influencer Clients Avoid Tax Faux Pas
1 IRS CE/1 NASBA CPE*
This FREE webinar provides an in-depth exploration of the IRS guidelines and tax implications for social media influencers.
#AuditProof: Helping Influencer Clients Avoid Tax Faux PasPlanning Season Series
Varies
Tax Practice Pro’s 2024 Trusts & Estates Webinar Series provides tax professionals with on-demand, IRS CE-approved training on estate planning, retirement strategies, entity selection, energy credits, client-specific tax planning, and common compliance issues, offering practical guidance to maximize client outcomes.
Planning Season SeriesFrequently 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?
