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
The NEW Form 7206 for SE Health Insurance
1 IRS CE/0 NASBA CPE*
This program delves into the intricacies of the newly revised IRS Form 7206 for use in 2023 and later income tax returns.
The NEW Form 7206 for SE Health InsurancePay As You Earn - Pen to Paper
1 IRS CE/1 NASBA CPE*
This session will discuss how to review, analyze, and report foreign wage income reported on a PAYE or similar statement.
Pay As You Earn - Pen to PaperThe Search for the IRC: Research Methods and Resources
2 IRS CE/2 NASBA CPE*
This 100-minute course will cover levels of authority in tax research, how to effectively search online with search engines like Google, as well as paid services such as Checkpoint.
The Search for the IRC: Research Methods and ResourcesSchedule C Refresher
1 IRS CE/1 NASBA CPE*
This webinar will touch obliquely on items such as sale of business property, depreciation recapture, and office in home expenses. Those topics will not be covered in-depth.
Schedule C RefresherFootloose: What do those standard K-1 footnotes tell us?
1 IRS CE/1 NASBA CPE*
This session will discuss the reporting obligations disclosed in footnotes to Schedules K-1 and K-3.
Footloose: What do those standard K-1 footnotes tell us?Form 926 Confusion
1 IRS CE/1 NASBA CPE*
This session will discuss the tax implications of transferring property to foreign corporations.
Form 926 ConfusionBuilding Bundles: Crafting the Ideal Service Packages
1 NASBA CPE
"Building Bundles" is John Sheeley, EA’s third and pivotal installment in our series, designed to comprehensively address the composition of service packages in tax practices.
Building Bundles: Crafting the Ideal Service PackagesBuilding Bundles: Crafting the Ideal
1 NASBA CPE
This course intricately builds upon the foundational financial understanding from "Getting Even" and the strategic insights from "Packaging for Your Profits: Optimizing Service Offerings". Both courses are recommended prerequisites to ensure a deep and effective engagement with the content of "Building Bundles".
Building Bundles: Crafting the IdealWeird Science: Ethics & the Misuse of AI in the Tax Practice (2 FREE IRS Ethics CE)
2 Ethics CE
The rapid advancement of artificial intelligence (AI) has significant implications for the tax profession. As a tax professional, it is essential to understand both the benefits and ethical challenges associated with the use of AI in tax practice. This continuing education course aims to provide tax practitioners with a comprehensive understanding of the ethical considerations and potential misuse of AI in the tax field.
Weird Science: Ethics & the Misuse of AI in the Tax Practice (2 FREE IRS Ethics CE)Frequently 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?
