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*
"Our best deal is always to become a monthly subscriber"
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
Asset Auctions: Form 4797 Tax Tips
2 IRS CE/2 NASBA CPE*
Asset Auctions: Form 4797 Tax Tips
Asset Auctions: Form 4797 Tax TipsFree Tax Practice Pro Course Series
Varies
View courses we offer for FREE. Please note some courses may or may not qualify for IRS CE credit. Please view webinar description for more information.
Free Tax Practice Pro Course SeriesDisaster Casualty Losses: Tax Implications
2 IRS CE/2 NASBA CPE*
Several areas of the tax code are intended to offer relief for taxpayers affected by disaster events. Learn where to find up to date IRS guidance for areas affected by a disaster, determine which areas have been approved for tax postponements and how to easily contact the IRS Disaster Hotline and how to determine state conformity with IRS relief. This course will review the available options for accessing retirement funds penalty free with favorable repayment terms.
Disaster Casualty Losses: Tax ImplicationsStorms, States, and Section 139
1 IRS CE/1 NASBA CPE*
Join John Sheeley, EA, for a comprehensive 100-minute program on IRC Section 139, which allows employers to offer tax-free assistance to employees during federally declared disasters. This session will cover how to use IRC 139 as a tax-saving strategy when a state of emergency is declared under the Robert T. Stafford Act.
Storms, States, and Section 139Asset Acquisition: Depreciation Details
2 IRS CE/2 NASBA CPE*
Asset Acquisition: Depreciation Details
Asset Acquisition: Depreciation DetailsForeclosures and Forgiveness: Tax Edition
2 IRS CE/2 NASBA CPE*
Foreclosures and Forgiveness: Tax Edition
Foreclosures and Forgiveness: Tax EditionSwapping Success: 1031 Tax Tips
2 IRS CE/2 NASBA CPE*
Many of our clients have rental property and they have some decisions to make when their tenants move out. Do they continue to rent it out? Do they just sell it and take whatever is left after the tax bill? Or should they consider a 1031 Exchange? What are the rules? What can they invest in? How is this reported on the tax return? We will go over all these questions.
Swapping Success: 1031 Tax TipsFrequently 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?
