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
Planning for Special Needs - ABLE Accounts and Special Needs Trusts
4 IRS CE/4 NASBA CPE CREDIT
This program will discuss how to apply US Tax Code to the various types of Special Needs Trusts, including First Party, Third Party, and Qualified Disability Trusts.
Planning for Special Needs - ABLE Accounts and Special Needs TrustsSubchapter J, Part 3 – Simple v Complex trusts, DNI and the treatment of capital gains
1 IRS CE/1 NASBA CPE CREDIT
This webinar is part of Tax Practice Pro's webinar series "Trust Me"!
Subchapter J, Part 3 – Simple v Complex trusts, DNI and the treatment of capital gainsForm 706 and Electing Portability
2 IRS CE/2 NASBA CPE CREDIT
This in-depth webinar provides a comprehensive analysis of Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return, and the electing portability of the Deceased Spouse Unused Exclusion (DSUE)
Form 706 and Electing PortabilityA Gift Tax Primer
2 IRS CE & 2 NASBA CPE CREDIT
This course reviews the kinds of transfers that require a gift tax return, describes the annual exclusion, and goes into some detail about exceptions to the annual exclusion.
A Gift Tax PrimerIntro to Trust Taxation
1 IRS CE/1 NASBA CPE CREDIT
This is a general overview of trusts intended to clarify terminology, features of trusts, types of interests in a trust, roles, and how these all fit together.
Intro to Trust TaxationIntro to Transfer Taxes
1 IRS CE/1 NASBA CPE CREDIT
This webinar is a high-level overview of the gross estate and completed gifts, highlighting the intersection between estate inclusion and income tax issues.
Intro to Transfer Taxes Trust Me Webinar Series
20 IRS/NASBA CPE credits
Tax Practice Pro’s 2024 Trusts & Estates Webinar Series offers on-demand, IRS/NASBA CE-approved training for tax professionals, covering estate and trust taxation, gift and portability planning, special needs strategies, Form 1041 and 706 line-by-line guidance, and practical trust case studies to enhance client outcomes.
Trust Me Webinar SeriesEntities & Partnerships Series
25 IRS/NASBA CPE Credits Available
TPP’s Partnership & S Corporation Tax Series provides 25+ IRS/NASBA CPE credits with in-depth training on Form 1065 and 1120-S preparation, partnership basis and capital accounts, Section 754 and 751 issues, BBA compliance, S corporation reasonable compensation, liquidations, reorganizations, and advanced pass-through taxation strategies.
Entities & Partnerships 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?
