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
The IRS Independent Office of Appeals
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This webinar is available for Virtual (Online) or LIVE In-Person attendance. The LIVE class will be held at: Bergen Community College in the Ciarco Learning Center 355 Mian Street, Room 102/103 Hackensack, NJ Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
The IRS Independent Office of AppealsForm 1042-S: Payments, Reconciliation, and Fixing the Mess
2 IRS CE/2 NASBA CPE*
This program focuses on the practical side of Form 1042 compliance: how withholding, deposits, and reporting are supposed to work—and what to do when they don’t. Participants will review the framework under IRC §§1441–1443, including the role of the withholding agent and the relationship between Forms 1042 and 1042-S.
Form 1042-S: Payments, Reconciliation, and Fixing the MessNCTI: Because ‘GILTI’ Was Too Honest
2 IRS CE/2 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. This program focuses on what actually changed—and what did not. Participants will walk through the transition from GILTI to NCTI, including revisions to the calculation of tested income, the removal of certain exclusions, and changes to the Section 250 deduction that increase the effective tax rate. The program will also address how these changes impact foreign tax credit calculations and overall tax liability.
NCTI: Because ‘GILTI’ Was Too HonestThe Rules of Ethics Applicable to Tax Practice
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This webinar is available for Virtual (Online) or LIVE In-Person attendance. The LIVE class will be held at: Bergen Community College in the Ciarco Learning Center 355 Mian Street, Room 102/103 Hackensack, NJ Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
The Rules of Ethics Applicable to Tax PracticeAnnual Giving Tuesday, Free Ethics 2026
2 IRS CE/CTEC/NASBA CPE
This program instructs tax practitioners in how to identify and address ethical issues that arise when representing small business clients. Using a fictional case study based on the Bailey Building & Loan from It's a Wonderful Life, participants examine conflicts of interest, due diligence obligations, and standards for preparing and signing tax returns under Circular 230.
Annual Giving Tuesday, Free Ethics 2026PFIC Happens: A §1291 Deep Dive
2 IRS CE/2 NASBA CPE*
PFICs are one of the most complex areas in international tax—and when the default rules under IRC §1291 apply, the real challenge is not identifying the issue, but performing the calculation correctly. The excess distribution regime requires practitioners to reconstruct holding periods, allocate income across multiple years, and apply interest charges that can significantly increase the tax liability. This program is a hands-on, practical deep dive into §1291. Participants will work through the mechanics of the excess distribution rules, including allocation across the holding period and the computation of tax and interest. The program also addresses key elections, including qualified electing fund (QEF) and mark-to-market elections, and the consequences of failing to make timely elections.
PFIC Happens: A §1291 Deep DiveInternational Tax Controversy Updates
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This webinar is available for Virtual (Online) or LIVE In-Person attendance. The LIVE class will be held at: Bergen Community College in the Ciarco Learning Center 355 Mian Street, Room 102/103 Hackensack, NJ Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
International Tax Controversy Updates
On-Demand Webinars
Tax Relief in Times of Crisis: The 2024 Disaster Bill and 2025 Updates
2 IRS CE/2 CTEC CE/2 NASBA CPE*
When disaster strikes, tax professionals are often the first line of defense in helping clients navigate complex recovery rules. This timely webinar explores the significant legislative changes brought by the 2024 Federal Disaster Relief Act and the 2025 OBBB extension, equipping tax practitioners with the tools needed to apply the latest federal tax relief provisions to individual and business clients impacted by federally declared disasters. Led by Jane Ryder, EA, CPA, this program demystifies qualified disaster loss rules, nonrefundable and excludable payments, casualty loss deductions, expanded filing deadlines, and the distinctions between state and federal disaster declarations. This webinar discusses how to recognize eligible events, document client losses, and apply the correct tax treatment—whether the disaster occurred in 2020 or 2025. Whether your clients suffered wildfire damage, flood losses, or derailment-related hardship, this course provides up-to-date, IRS-aligned guidance for accurate and beneficial tax relief claims.
Tax Relief in Times of Crisis: The 2024 Disaster Bill and 2025 UpdatesTax Administration in 2025
*NO CE on recording
The program examines the reshaping of IRS staffing, leadership, and operations amid political realignment and federal workforce reductions. It analyzes the impact of the 2025 filing season, assess IRS performance data, and anticipate future challenges in enforcement and service delivery. This program equips practitioners to understand and anticipate changes that affect taxpayer service, compliance activity, and professional representation. It also clarifies the distinct roles of Congress, Treasury, and the IRS in tax policy and administration, helping tax pros navigate the shifting regulatory environment with greater confidence and accuracy. "Our best deal is always to become a monthly subscriber"
Tax Administration in 2025Completing Form 706 and the Portability Path
2 IRS CE/2 CTEC CE/2 NASBA CPE*
Learn how to accurately complete IRS Form 706 with a focus on properly reporting the value of a deceased person's assets for DSUE (Deceased Spousal Unused Exclusion) purposes. This course guides you through the essential steps, including how to handle situations where the estate exceeds the annual exclusion amount. Clear examples and practical scenarios will be provided to help you apply the concepts with confidence. "Our best deal is always to become a monthly subscriber"
Completing Form 706 and the Portability PathMarital Estate tax planning trusts: Credit Shelter, Bypass, QTIP, and more
2 IRS CE/2 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Marital Estate tax planning trusts: Credit Shelter, Bypass, QTIP, and moreIntro to Estate Tax
1 IRS CE/1 CTEC CE/1 NASBA CPE*
This webinar stands on its own as a solid introduction, but it's also recommended for those planning to attend the upcoming session on Marital Estate Tax Planning Trusts: Credit Shelter, Bypass, QTIP, and more.
Intro to Estate TaxForm 709 and Adequate Disclosures
2 IRS CE/2 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Form 709 and Adequate DisclosuresGifts to Trusts
2 IRS CE/2 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Gifts to TrustsHalfway There: Key Tax Changes for 2025 (So Far)
3 IRS CE/3 CTEC CE/3 NASBA CPE*
Don't Miss the Biggest Mid-Year Tax Update of 2025 Tax law never sleeps—and neither can you. As we cross the midpoint of 2025, major developments are already reshaping how you advise and represent your clients. New laws, court rulings, administrative guidance, and a revised Circular 230 are already in play. Join us for a fast-paced, practical breakdown of everything that matters so far in 2025—before you fall behind.
Halfway There: Key Tax Changes for 2025 (So Far)The Federal Rules of Evidence in Tax Cases – Part I
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
The Federal Rules of Evidence in Tax Cases – Part IFrequently 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?
