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
Tax 101: Filing Status & Dependents: Part 1 of 7
2 IRS CE/CTEC/NASBA CPE*
A filing status is an election made every year on your return, based on a person's marital status and/or relationship to dependents each year. This program will start with the requirements for each status as laid out in USC and review each of the five statuses.
Tax 101: Filing Status & Dependents: Part 1 of 7No Code, No Cry: Claude Cowork for Accounting and Tax Pros
TBA
This hands-on demonstration teaches accountants and tax preparers how to use Claude Cowork to build practical no-code applications. Participants will create an application that processes 12 months of client bank statements and categorizes transactions for tax return preparation. The course also demonstrates how AI tools can streamline accounting workflows and improve efficiency using natural language prompts.
No Code, No Cry: Claude Cowork for Accounting and Tax ProsThe 250th Anniversary Tax Update: Mid-Year Developments for 2026
3 IRS CE/3 CTEC CE/3 NASBA CPE*
Don't Miss the Biggest Mid-Year Tax Update of 2026! This mid-year continuing education program provides updates on significant federal tax developments as of mid-2026. The program reviews enacted tax legislation, newly issued Treasury regulations, impactful federal tax court decisions, and relevant executive and administrative actions affecting tax compliance and practice. Special emphasis will be placed on continued implementation of the One Big Beautiful Bill.
The 250th Anniversary Tax Update: Mid-Year Developments for 2026FREE Webinar - Bracketology: Winning the Tax Game for Moderate Income Clients
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
FREE Webinar - Bracketology: Winning the Tax Game for Moderate Income ClientsQCD & Superpowers: Saving Taxes One Distribution at a Time
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
QCD & Superpowers: Saving Taxes One Distribution at a TimeTill Tax Do Us Part: Navigating Divorce
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Till Tax Do Us Part: Navigating DivorceYou Can Check Out Anytime You Like… But You Still Have to File (Form 2555)
2 IRS CE/CTEC/NASBA CPE*
This program focuses on the practical application of Form 2555, including determining eligibility under the bona fide residence test and physical presence test, and identifying what constitutes foreign earned income. Participants will also explore the housing exclusion, limitations, and coordination with other tax provisions that impact overall tax liability.
You Can Check Out Anytime You Like… But You Still Have to File (Form 2555)The Stock Options Playbook: Turning Complexity into Clarity
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
The Stock Options Playbook: Turning Complexity into ClarityDon’t Leave Clients’ Money on the Table: Maximize Tax Savings for Individual and Small Business Clients
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Don’t Leave Clients’ Money on the Table: Maximize Tax Savings for Individual and Small Business Clients
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?
