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
Tax practice & AI (1CE)
1 IRS CE/CTEC/NASBA CPE*
AI, unlike disco and leisure suits, is not a passing fad. And whether and how to deploy it in one's tax practice raises a variety of foundational questions: How does AI interact with Circular 230? What do we mean when we say AI? What are the downside risks? And how would you tackle ...
Tax practice & AI (1CE)The 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 PracticeTax 101: Principle Residence Tax Issues: Section 121 (Part 6 of 7)
2 IRS CE/CTEC/NASBA CPE*
This program will review what a residence is vs. a domicile and these key tax definitions. We will spend much of the time looking at the permanent Section 121 exclusion, which allows a taxpayer to exclude a certain amount of gains from the sale of their home. But Section 121 isn't as straight forward as it sounds and we'll examine options when the two years aren't quite met. ...
Tax 101: Principle Residence Tax Issues: Section 121 (Part 6 of 7)Recruiting, Retaining & Rewarding Talent
2 NASBA CPE ONLY* NO IRS, NO CTEC
Finding good employees is difficult; keeping them can be even harder. This course examines practical strategies for recruiting, developing, compensating, and retaining talent while creating a workplace that meets the changing expectations of today’s tax professionals. ...
Recruiting, Retaining & Rewarding TalentCybersecurity Update – Preparing for the 2027 Filing Season
2 IRS CE/CTEC/NASBA CPE*
Cyber threats, regulatory expectations, and the technology used by tax professionals continue to evolve rapidly. This annual update examines the cybersecurity threats facing tax practices in 2027, emerging attack methods, regulatory developments, and practical steps firms can take to better protect client information and their businesses.
Cybersecurity Update – Preparing for the 2027 Filing SeasonAnnual 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 2026Federal Tax Update Part 1 - 2026
3 IRS CE/CTEC/NASBA CPE*
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Federal Tax Update Part 1 - 2026 PFIC Happens: A §1291 Deep Dive
2 IRS CE/CTEC/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.
PFIC Happens: A §1291 Deep Dive
On-Demand Webinars
You Can-Va Do it: An Intro To Canva
NO CE
This 50 minute course, part of the Things I meant to learn series, will form an introduction to Canva 101. I am not a graphic designer, nor do I play one on TV. But people expect graphics and a nice image can make an email pop. We will go over what Canva is, and several ways you can use it, focusing primarily on social media posting and infographic creation. Canva is not true graphic design, but it can help with drag and drop images, and it can brighten up your website. Want to show your tax process, from the client filling out the engagement? An infographic can do that for you. Don't know what to put on your business Insta or FB page? Use the Canva templates to help make your page pop. "Our best deal is always to become a monthly subscriber"
You Can-Va Do it: An Intro To CanvaTax Planning with Casualties
2 IRS CE/2 NASBA CPE*
Unfortunately, many taxpayers suffer a casualty and theft loss which may or may not be deductible. We will address when a casualty or theft loss is a deductible event or when there is a casualty or theft gain. We will go over Form 4684 – Casualties and Thefts.
Tax Planning with CasualtiesTax Planning with the Expiration of TCJA
2 IRS CE/2 NASBA CPE*
The TCJA was passed towards the end of 2017 and effective for 2018-2025. We will review the many provisions of TCJA are expected to expire on December 31, 2025 and point out tax planning moves our clients should consider for 2024 & 2025. Also, we will be going over 2025 Tax Reform proposals.
Tax Planning with the Expiration of TCJAFederal 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 WorkflowFrequently 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?
