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
Form 1041, Line by Line - 4 CE
4 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Form 1041, Line by Line - 4 CEDecedent Estate and Final 1040 - 2026
2 IRS CE/CTEC/NASBA CPE*
A client dies and the practitioner inherits a sequence of decisions: what income belongs on the final 1040 versus the estate's 1041, who signs each return, what basis applies, whether to elect a fiscal year, whether to combine a revocable trust with the estate under §645, whether to file a 706 just to preserve portability. Mistakes are often uncorrectable — losses that die with the decedent, a missed §691(c) deduction, an IRD item on the wrong return, a closed portability election.
Decedent Estate and Final 1040 - 2026Reading 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 2026
On-Demand Webinars
Next-Gen Tax Research: AI, Accordance & Ask Blue J in Practice
2 IRS CE/2 CTEC credit/2 NASBA CPE*
Next-Gen Tax Research isn’t about replacing your judgment—it’s about upgrading your workflow. In this program, we go beyond “just ask ChatGPT” and show you how experienced tax professionals are actually using AI to produce faster, stronger, and more defensible research. You’ll learn how to integrate Accordance and Ask Blue J with ChatGPT and Claude to create a cohesive, repeatable research process—from the first question to the final, polished answer.
Next-Gen Tax Research: AI, Accordance & Ask Blue J in PracticeIntroduction to Criminal Tax - Part I
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This webinar is available for Virtual (Online) or LIVE In-Person attendance. The LIVE class will be held at: Bergen Community College in the Ciarco Learning Center 355 Mian Street, Room 102/103 Hackensack, NJ 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.
Introduction to Criminal Tax - Part IThe July 10th Refund Deadline You Didn't See Coming, "Kwong & Abdo: Recovering Pandemic-Era Tax Penalties and Interest"
2 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Kwong & Abdo: Recovering Pandemic-Era Tax Penalties and Interest This Program Teaches You How to Turn COVID-Era IRS Payments Into Refund Claims Two landmark decisions — Kwong v. United States (2025) and Abdo v. Commissioner (2024) — have fundamentally changed the treatment of federal tax penalties and interest during the COVID-19 disaster period. The takeaway is simple, but powerful: From January 20, 2020 through July 10, 2023, federal tax penalties and interest were mandatorily suspended under IRC § 7508A(d). ...
The July 10th Refund Deadline You Didn't See Coming, "Kwong & Abdo: Recovering Pandemic-Era Tax Penalties and Interest"Owe Is Me: Balances Due & Panicked Clients
1 IRS CE / 1 CTEC credit/ 1 NASBA CPE*
Learn practical strategies for tax professionals to help clients manage unexpected balance dues, file on time, set up effective payment plans, and navigate Offers in Compromise and hardship scenarios.
Owe Is Me: Balances Due & Panicked ClientsWork Authorization, SSN Validity, and Refundable Credits: The Impact of the One Big Beautiful Bill Act (OBBBA) for Tax Year 2025
1 IRS CE/CTEC/NASBA CPE
Tax Year 2025 introduces a major compliance shift for refundable credits under the One Big Beautiful Bill Act (OBBBA): work-authorized SSN status becomes a gatekeeper issue for the claiming taxpayer—not just the child.
Work Authorization, SSN Validity, and Refundable Credits: The Impact of the One Big Beautiful Bill Act (OBBBA) for Tax Year 2025Employment Tax Controversies—Part II
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Stay current on Employee Retention Credit updates, settlement and voluntary disclosure programs, and criminal tax case studies, while exploring pro bono opportunities with NYCLA, ABA Tax Court, and low-income tax clinics.
Employment Tax Controversies—Part II2026 Frank Agostino Kostelanetz LLP Series
Varies
EMPLOYMENT TAX CONTROVERSIES – PART I EMPLOYMENT TAX CONTROVERSIES – PART II
2026 Frank Agostino Kostelanetz LLP SeriesExcise Taxes After SECURE 2.0: Reporting Relief on Form 5329
2 IRS CE/2 CTEC/2 NASBA CPE
Learn how to correct common IRA errors, including overcontributions, missed RMDs, early distributions, rollovers, and prohibited transactions, while navigating SECURE 2.0 updates to minimize or avoid excise taxes.
Excise Taxes After SECURE 2.0: Reporting Relief on Form 5329Ellie Jones with When X Never Ever Marks the Spot: AI Prompts - Part 3 of the series
2 IRS/2 CTEC/NASBA CPE Available
This three-part Research Methodologies course teaches tax professionals to become research-literate, with hands-on exercises and expert guidance on using AI for tax work, review, and cybersecurity best practices.
Ellie Jones with When X Never Ever Marks the Spot: AI Prompts - Part 3 of the 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?
