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
ABCs of AML and 123s of Form 8300
2 IRS CE/2 NASBA CPE*
This course introduces the basics of AML/BSA laws, how AML appears within these sorts of businesses, whether or not a tax pro can represent a client in an AML audit, and AML forms.
ABCs of AML and 123s of Form 8300Update on International Tax Reporting Requirements and Penalties
4 Free NY & NJ CLE, CPE and 4 IRS CE/4 NASBA CPE Credits
This in-depth program provides comprehensive coverage of the tax implications for U.S. taxpayers with foreign income and assets.
Update on International Tax Reporting Requirements and PenaltiesThe Role of Artificial Intelligence and Tax Controversies
4 Free NY & NJ CLE, 4CPE and 4IRS CE/ 4 NASBA CPE Credits
The program covers the use of AI tools for legal research, document automation, and predictive analytics, highlighting their applications in tax dispute resolution.
The Role of Artificial Intelligence and Tax ControversiesTaxation of Entertainers, Performers, and Influencers
4 Free NY & NJ CLE, CPE and 4 IRS CE/4 NASBA CPE Credits
This detailed program explores the unique tax challenges and considerations faced by entertainers, performers, and influencers. It covers the complexities of income reporting, expense deductions, and compliance issues specific to individuals in the entertainment and social media industries.
Taxation of Entertainers, Performers, and InfluencersDeath and Taxes: Final Personal Returns and Estate Returns with Trust Reporting
2 IRS CE/2 NASBA CPE Credits
We will review estate income tax reporting through the close of the estate and show how deductions can be carried out to a beneficiary’s return in the final year.
Death and Taxes: Final Personal Returns and Estate Returns with Trust ReportingReading the Trust Instrument 2024
1 IRS CE/1 NASBA CPE Credits
This course teaches how to determine if a trust is revocable or irrevocable and how to identify current and future trustees.
Reading the Trust Instrument 2024Trust Special Cases Up Close: bypass, QTIP and Disclaimer Trusts
1 IRS CE/1 NASBA CPE CREDIT
This webinar is part of Tax Practice Pro's webinar series "Trust Me"!
Trust Special Cases Up Close: bypass, QTIP and Disclaimer Trusts Grantor Trusts
2 IRS CE & 2NASBA CPE CREDIT
A somewhat deeper dive into trust features, especially future interests and Crummey powers. We also return to the gift tax to discuss the annual exclusion in light of clearer knowledge of trusts.
Grantor TrustsFrequently Asked Questions
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If I miss one of the live webinars, is there a way to receive a recording later?
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