A Modern Way for Tax Pros to Earn CE & CPE

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.

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. ...

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, ...

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. ...

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.

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 ...

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. ...

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 ...

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 ...