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
Flip It Good: Taxation Insights
2 IRS CE/2 NASBA CPE*
Are your clients house flippers or investors? Understanding this distinction is crucial for accurately reporting their activities on tax returns. This webinar will equip you with the knowledge to properly classify your clients' real estate activities and ensure compliance with tax regulations. You will gain insights into the correct treatment of sales from flipped properties, the timing and reporting of renovation expenses, and other essential tax strategies to benefit your clients involved in house flipping.
Flip It Good: Taxation InsightsRenting Riches? Advanced Tax Strategies
2 IRS CE/2 NASBA CPE*
Renting Riches? Advanced Tax Strategies
Renting Riches? Advanced Tax StrategiesLien Today, Gone Tomorrow: Property Sales
2 IRS CE/2 NASBA CPE*
Lien Today, Gone Tomorrow: Property Sales
Lien Today, Gone Tomorrow: Property SalesHome Sweet Gift: Tax Implications
2 IRS CE/2 NASBA CPE*
Home Sweet Gift: Tax Implications
Home Sweet Gift: Tax ImplicationsProperty & Pensions: Self-Directed IRAs
2 IRS CE/2 NASBA CPE*
Property & Pensions: Self-Directed IRAs
Property & Pensions: Self-Directed IRAsTax Truths & Tribulations: Navigating Discrimination and ITIN Challenges in Taxpayer Representation
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Representing a taxpayer before the IRS can sometimes take an uncomfortable turn when you suspect that national origin-based discrimination is affecting their treatment or outcome. Such discrimination is unacceptable and must be addressed head-on. This program will explore how to recognize and combat national origin-based discrimination, the impact of the pandemic on ITIN filers, recent legislation and ITIN-related tax credits, the Allowable Tax Benefit Rule, and available language assistance options.
Tax Truths & Tribulations: Navigating Discrimination and ITIN Challenges in Taxpayer RepresentationTo Switch or Not... An S-Corp Election Case Study
2 IRS CE/2 NASBA CPE*
This case study is designed to break down the positives and negatives of an S election.
To Switch or Not... An S-Corp Election Case StudyFrequently 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?
