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
No 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
Trust Fund Recovery Penalty (TFRP)
2 IRS CE/2 NASBA CPE*
Trust Fund Recovery Penalty (TFRP)
Trust Fund Recovery Penalty (TFRP)Introduction to an IRS Exam
2 IRS CE/2 NASBA CPE*
The course shows the overall steps of an IRS Exam (aka Audit).
Introduction to an IRS ExamFinancial Analysis 2024
2 IRS CE/2 NASBA CPE*
This program walks through the financial analysis of a representation client from the initial interview to presenting a case to the IRS.
Financial Analysis 2024Tax Preparer Due Diligence
2 IRS CE/2 NASBA CPE*
This course discusses preparer due diligence requirements under 6695(g)
Tax Preparer Due DiligenceUpdate: National Collection Standards
1 IRS CE/1 NASBA CPE*
This program offers a thorough examination of the recent updates to the IRS Collection Financial Standards, crucial for tax professionals managing IRS collections cases.
Update: National Collection StandardsIRS Collections, IRS Collection Alternatives and Collection Due Process and Understanding IRS Notices-Part 1
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This program provides an in-depth exploration of IRS collection processes, the variety of collection alternatives available, and a detailed guide to understanding IRS notices.
IRS Collections, IRS Collection Alternatives and Collection Due Process and Understanding IRS Notices-Part 1Representation and Client Notices with Case Examples
2 IRS CE/2 NASBA CPE*
This session will furnish a beneficial synopsis regarding Client Representation and handling various associated issues.
Representation and Client Notices with Case ExamplesCollection Appeals
2 IRS CE/2 NASBA CPE*
This program provides tax professionals with a comprehensive overview of the IRS's collection and appeal processes.
Collection AppealsRepresentation Like it's 2019—Post Pandemic Series
Varies
In this comprehensive series, we will delve into the intricacies of IRS Representation procedures, providing actionable insights and strategies to help you confidently represent your clients. Whether you're a seasoned practitioner or just starting out, this series will provide you with the knowledge and tools needed to handle IRS collection cases, exams and appeals with proficiency and professionalism.
Representation Like it's 2019—Post Pandemic 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?
