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
IRS Collections, Collection Alternatives, CDP, and Understanding IRS Notices - Part II
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.
IRS Collections, Collection Alternatives, CDP, and Understanding IRS Notices - Part IILate Foreign Gift Reporting: Triage, Strategy, and Risk
2 IRS CE/CTEC/NASBA CPE*
This program focuses on how practitioners should respond when late foreign gift reporting is discovered. Participants will review the filing requirements under IRC §6039F and the associated penalty framework, but the primary emphasis is on real-world decision-making: what questions to ask, how to assess the facts, and how to determine an appropriate strategy.
Late Foreign Gift Reporting: Triage, Strategy, and RiskTax 101: Education Tax Benefits, Calculations and Due Diligence (Part 4 of 7)
2 IRS CE/CTEC/NASBA CPE*
As of writing, there are two types of tax credits available for higher education: American Opportunity Tax Credit and Lifetime Learning Credit. This program will look at the requirements of both, including common issues, and how to calculate them.
Tax 101: Education Tax Benefits, Calculations and Due Diligence (Part 4 of 7)The 2% Problem: S Corp Fringe Benefits
2 IRS CE/CTEC/NASBA CPE*
Fringe benefits for more-than 2% shareholders of S corporations can be a challenge for tax professionals because the federal tax treatment may be different from the rules for their rank-and-file employees. Mistakes in benefit classification, payroll reporting, shareholder compensation, or corporate deductibility can create compliance issues for ...
The 2% Problem: S Corp Fringe BenefitsWho Gets the Income? Assignment Issues in S Corporations
1 IRS CE/CTEC/NASBA CPE*
This program examines the federal income tax assignment-of-income doctrine and its application to individuals and closely held corporations. Participants review the §61 gross-income foundation and the judicial rule that service income is taxed to the person who earns it, the two-element control test for taxing service income to a corporation, and ...
Who Gets the Income? Assignment Issues in S CorporationsMeals, Mileage & Mayhem: Navigating Business Deductions
1 IRS CE/CTEC/NASBA CPE*
This program examines the federal income tax treatment of travel and meal expenses incurred in carrying on a trade or business. Participants review the requirement that such expenses be ordinary, necessary, and reasonable, and analyze changes to the underlying rules under Internal Revenue Code § 274, including changes made under OB3. ...
Meals, Mileage & Mayhem: Navigating Business DeductionsDebt Basis vs Stock Basis: Back-to-Back Loans, Open-Account Debt, Guarantees & Form 7203
2 IRS CE/CTEC/NASBA CPE*
This course reviews accurate reporting, correcting, and reconstructing S corp shareholder basis. Review these and other critical basis miscalculations and how to fix them. See how incoming or exiting shareholders' accounts are handled plus basis issues when an entity closes or distributes assets.
Debt Basis vs Stock Basis: Back-to-Back Loans, Open-Account Debt, Guarantees & Form 7203The Final Stretch: Exciting Year-End Strategies for S Corps
2 IRS CE/CTEC/NASBA CPE*
This session discusses many opportunities for year-end tax planning for S corporations and their shareholders.
The Final Stretch: Exciting Year-End Strategies for S Corps
On-Demand Webinars
Federal Tax Update 2024 - Business
3 IRS CE/3 NASBA CPE*
Federal Tax Update 2024 - Business
Federal Tax Update 2024 - BusinessEmployment Tax Controversies, Including Worker Classification and TFRP
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.
Employment Tax Controversies, Including Worker Classification and TFRPFederal Tax Update 2024 - Individuals
3 IRS CE/3 NASBA CPE*
Tax season waits for no one—and staying updated is key to serving your clients with confidence. During the Federal Individual Tax Update 2024, we’ll unpack the latest changes in federal tax law, IRS guidance, and must-know strategies for this filing season.
Federal Tax Update 2024 - Individuals2023 & 2024 Federal Tax Updates Series
Varies
Tax Practice Pro’s 2023 & 2024 Federal Tax Updates Series provides tax professionals with in-depth analysis of recent federal tax law changes, IRS guidance, and compliance updates impacting individuals, businesses, trusts, and estates.
2023 & 2024 Federal Tax Updates SeriesVulnerable Voices: Ethical Duties When Clients Can’t Speak for Themselves (ethics)
2 IRS CE Ethics/ 2 NASBA CPE Field of Study TAXES credits**
Tax professionals often work with clients who may be unable to advocate for themselves due to age, disability, financial exploitation, or undue influence. This course provides a practical and ethical framework for identifying and addressing these challenges while ensuring compliance with Circular 230, IRC §7216, and other legal and professional standards. Participants will learn how to recognize red flags, implement safeguards, and fulfill their ethical responsibilities when working with vulnerable clients. This course is designed for practitioners at the intermediate level, with a focus on re
Vulnerable Voices: Ethical Duties When Clients Can’t Speak for Themselves (ethics)Adding an Effective Client Interview to your Workflow
2 IRS CE/2 NASBA CPE*
This program focuses on enhancing client communication to improve the accuracy and compliance of tax return preparation. The course will highlight common pitfalls arising from insufficient communication, explore methods to streamline the client interview process, and provide tools for creating an elective interview questionnaire. Participants will learn how to evolve their processes in line with changing tax laws and client needs, ensuring that critical information is captured upfront.
Adding an Effective Client Interview to your WorkflowAI Integration for Tax Professionals Series
6 IRS CE/6 NASBA CPE*
This three-part series is designed to help tax professionals understand and leverage the power of Artificial Intelligence (A.I.) in their practice. Through engaging and practical webinars, participants gain a strong foundation in A.I. technology.
AI Integration for Tax Professionals SeriesBattening Down the Hatches for the 2025 Tax Season
2 IRS CE/2 NASBA CPE*
Some firms can find themselves in hot water because they don’t have enough good habits or infrastructure built into their practice. Like other disciplines in our lives, if we fail to prepare and build healthy habits many of us fall right back into bad ones. Education and preparation are step #1, the crux of the matter is creating a system that replaces our default so in those moments of stress and vulnerability we can lean into our procedures and policies to protect us.
Battening Down the Hatches for the 2025 Tax SeasonFrequently 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?
