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
Social Security Fairness Act and Impact on Tax Season
1 IRS CE/1 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Social Security Fairness Act and Impact on Tax SeasonHow to Write a Meaningful Public Comment to the Proposed Circular 230 Regs
1 IRS CE/1 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
How to Write a Meaningful Public Comment to the Proposed Circular 230 RegsForm 1099 Issues for Various Taxpayers
2 IRS CE/2 NASBA CPE*
This program provides a comprehensive exploration of Form 1099 reporting requirements, with a focus on critical updates for 2023 and 2024. Participants will gain insights into issues surrounding Form 1099-K, crowdfunding income, gambling activities, student-athlete NIL earnings, and payments to research study participants. Emphasis will be placed on correctly classifying income, reconciling Form 1099-K and 1099-MISC to prevent duplication, and understanding the reporting thresholds that impact taxpayers. The course will also discuss the nuances of hobby income versus trade or business income and the potential tax consequences. By mastering these topics, tax professionals will be equipped to navigate the complexities of 1099 reporting and ensure client compliance with IRS regulations.
Form 1099 Issues for Various TaxpayersInternational Monthly Series: Form 1040 V. Form 1040NR
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.
International Monthly Series: Form 1040 V. Form 1040NRBest Practices for Substantiating Deductions and Proving Entitlement to Losses – Part I
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.
Best Practices for Substantiating Deductions and Proving Entitlement to Losses – Part ITCJA - How did 2025 get here so quickly? (Subscribers Only)
1 IRS CE/1 NASBA CPE*
Join us for an engaging new webinar on the Tax Cuts and Jobs Act (TCJA) designed to equip tax professionals with the insights they need to stay ahead. We'll start by exploring the core components of TCJA that every tax pro should understand and why they matter. The session will cover three key areas: individual tax provisions, estate tax changes, and business-related reforms. We'll dive into which changes were made permanent (spoiler: most business-related) and which are set to expire (spoiler: most individual). Looking ahead, we’ll consult our "Magic 8 Ball" to discuss how Congress might address TCJA’s impending expiration in 2025 and whether action will be taken in a timely manner. Finally, we’ll share strategies for leveraging this information to communicate effectively with clients, positioning yourself as a knowledgeable and proactive tax professional. Don’t miss this opportunity to sharpen your expertise and prepare for the future of tax planning! The webinar is only available to monthly subscribers.
TCJA - How did 2025 get here so quickly? (Subscribers Only)Explanation of the New Wildfire Relief Payment Exclusion
1 IRS CE/1 NASBA CPE*
This program reviews the provisions of the new bill H.R. 5863. This bill, signed in to law by President Biden on Dec. 12, 2024, extends the rules for the treatment of certain disaster-related personal casualty losses and provides tax relief for losses due to a federally declared disaster as a result of any forest or range wildfire and the East Palestine, Ohio, train derailment on February 3, 2023. It also details exclusion from income payments related to these disasters and extends the statute for claiming refunds related to disasters specified in the bill to one year from date of signing.
Explanation of the New Wildfire Relief Payment ExclusionCongressional Poetry – Reading the Internal Revenue Code with Feeling
2 IRS CE/2 NASBA CPE*
This webinar will discuss tips and pointers for understanding statutes in general, and the Internal Revenue Code in particular. It focuses on the structure of the tax Code, as well as frequently encountered words and phrases. The program examines the ways the statutes present math functions, phaseouts in particular.
Congressional Poetry – Reading the Internal Revenue Code with FeelingCyber Security Series: Building my Hardware and Software Asset Inventories
1 IRS CE/1 NASBA CPE*
Join us for the first 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. In this session, we’ll focus on the critical foundation of cybersecurity: creating accurate and comprehensive inventories of your hardware and software assets. The webinar is only available to monthly subscribers.
Cyber Security Series: Building my Hardware and Software Asset InventoriesFrequently 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?
