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
ERC Exams Unleashed: Conquer Challenges with Confidence
2 IRS CE/2 NASBA CPE*
ERC Exams Unleashed: Conquer Challenges with Confidence
ERC Exams Unleashed: Conquer Challenges with ConfidenceDefending Tax Preparers in Due Diligence Audits
2 IRS CE/2 NASBA CPE*
This course will serve as guidance to the EA, CPA, or attorney who chooses to effectively represent their fellow practitioners in due diligence audits.
Defending Tax Preparers in Due Diligence AuditsUnlocking OPA: The TAX PROS Secret Weapon
Earn 1 IRS Continuing Education (CE) Credit or 1 NASBA Continuing Professional Education (CPE) Credit for attending.
Despite being available since 2006, the IRS Online Payment Agreement (OPA) tool remains underutilized by many in the industry. This webinar will equip you with the knowledge and skills to leverage this powerful tool to its fullest potential.
Unlocking OPA: The TAX PROS Secret WeaponExam Appeals
2 IRS CE/2 NASBA CPE*
This comprehensive program covers advanced strategies for managing IRS audits and appeals.
Exam AppealsWhen the R.O. says "No" in 2024!
2 IRS CE/2 NASBA CPE*
This webinar discusses in detail what happens when collections conflicts arise during the negotiations with an IRS Revenue Officer.
When the R.O. says "No" in 2024!Relief of Joint Liability
2 IRS CE/2 NASBA CPE*
This course differentiates between innocent spouse, separation of liability and equitable relief and shows how to request relief by completing Form 8857.
Relief of Joint LiabilityBasic Installment Agreements
2 IRS CE/2 NASBA CPE*
Basic Installment Agreements
Basic Installment AgreementsFrequently 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?
