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
International 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 UpdatesTax 101: Married, Filing Seperately & Community Property (Part 7 of 7)
2 IRS CE/CTEC/NASBA CPE*
Married filing separately is an election that married couples can make to potentially reduce one, or both, of their tax liability. It's often popular for taxpayers on income based repayment plans for student loans. However, there are different things that must be considered when living in a community property state. Because we have two hours, we will spend time ...
Tax 101: Married, Filing Seperately & Community Property (Part 7 of 7)New York State Update
2 New York State CPE*
"Our best deal is always to become a monthly subscriber"
New York State UpdateNew Jersey State Update
2 New Jersey CPE*
"Our best deal is always to become a monthly subscriber"
New Jersey State UpdateDon’t Extend the Problem: When Clients Owe But Can’t Pay
1 IRS CE/CTEC/NASBA CPE*
FREE WEBINAR FOR TAX PROFESSIONALS It happens every tax season. You finish the return. You give the client the number. And then you hear: “I can’t pay that. Just put me on extension. ”Except an extension doesn’t make the tax disappear—and in many cases, extending the return only creates a bigger problem. This free program is designed to help tax professionals handle one of the most common and uncomfortable conversations of filing season: the client has an unexpected balance due and doesn’t have the money to pay it.
Don’t Extend the Problem: When Clients Owe But Can’t Pay
On-Demand Webinars
Form 1065: Pen to Paper, Part 2 of 2
2 IRS CE/CTEC/NASBA CPE*
Part 2 of 2 Partnerships-Pen to paper Form 1065 tax preparation This session details preparing Form 1065 (Partnerships & LLCs filing as partnerships). Complete examples are provided for most common tax returns including basic K-2 & K-3 filing, common elections such as PTET, Section 754 step up, partner loans, contributions or buy out ...
Form 1065: Pen to Paper, Part 2 of 2Form 1065: Pen to Paper, Part 1 of 2
2 IRS CE/CTEC/NASBA CPE*
Part 1 of 2 Partnerships-Pen to paper Form 1065 tax preparation This session details preparing Form 1065 (Partnerships & LLCs filing as partnerships). Complete examples are provided for most common tax returns including basic K-2 & K-3 filing, common elections such as PTET, Section 754 step up, partner loans, contributions or buy out ...
Form 1065: Pen to Paper, Part 1 of 2Terrifying Tax Troubles: Circ 230 Ethics for 2026 CTEC Deadline
2 IRS CE/CTEC/NASBA CPE*
This course satisfies the requirement for CTEC 2026 renewal. This Program examines ethical situations tax professionals may encounter when working with clients. Participants will explore due diligence when onboarding new clients, competence and professional standards when addressing challenging tax situations, conflicts of interest ...
Terrifying Tax Troubles: Circ 230 Ethics for 2026 CTEC DeadlineFREE Webinar: What About Partnerships?
2 IRS CE/CTEC/NASBA CPE*
This Program examines the partnership form of entity, including its advantages and disadvantages, formation under §721 and funding rules, partnership entity choices, operational considerations involving allocations and distributions, and key distinctions between partnerships, corporations, and S corporations. ...
FREE Webinar: What About Partnerships?Leveraging Data & AI to Design a Comprehensive Tax Plan
2 IRS CE/CTEC/NASBA CPE*
The best tax planners don't work topic by topic, they pull everything together into a unified, proactive client strategy. We will focus on how to connect the dots across entity planning, retirement, real estate, benefits, digital assets, and the new OBBBA opportunities, using modern data tools and AI to identify savings faster, model scenarios more accurately, and ...
Leveraging Data & AI to Design a Comprehensive Tax PlanFIRPTA Gone Wrong: Misapplied Payments and Practitioner Response
2 IRS CE/CTEC/NASBA CPE*
This program focuses on how practitioners respond when FIRPTA withholding goes wrong. Participants will review the core framework under IRC §1445, including withholding requirements, reporting obligations, and the roles of the parties involved in a transaction. The emphasis, however, is on real-world problems: identifying misapplied or missing payments, understanding why these issues occur, and determining how to fix them.
FIRPTA Gone Wrong: Misapplied Payments and Practitioner ResponseIntroduction to Cybersecurity for Tax Professionals
2 IRS CE/CTEC/NASBA CPE*
Tax professionals hold some of the most sensitive data a client will ever share, and cybercriminals know it. We will start with a practical, non-technical introduction to protecting that data. Followed by real conversations on how attackers actually target firms, what the IRS and FTC require of practitioners under GLBA and the ...
Introduction to Cybersecurity for Tax ProfessionalsFederal Tax Update: Individual Deductions (for 2026 CTEC Deadline)
3 IRS CE/CTEC/NASBA CPE*
This course satisfies the requirement for CTEC 2026 renewal. This Federal tax update will focus on deductions reported on 2 schedules of the Form 1040. Schedule 1-A and Schedule A. Schedule 1-A: Additional Deductions. We will go over the latest guidance and best practices for helping our clients take full advantage of No Tax on ...
Federal Tax Update: Individual Deductions (for 2026 CTEC Deadline)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?
