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
FREE Webinar: The International Forms Every Tax Office Should Know
2 IRS CE/2 NASBA CPE*
This 100-minute program, presented by John Sheeley, EA, offers a comprehensive overview of essential IRS international tax forms. It is designed for tax professionals who may not specialize in international tax but need to recognize compliance issues for clients. The program covers crucial forms, including but not limited to: Forms 1040-NR, 1120-F, 5471, 5472, 8865, 8833, 8621, 8858, 8938, 926, 3520, 3520-A, and FBAR Form 114A.
FREE Webinar: The International Forms Every Tax Office Should KnowChallenging 280E: Arguments for Amending Tax Returns & Leveraging 471(c)
1 IRS CE/1 NASBA CPE*
Justin Botillier and Jamie Jorgenstone, Partners at Calyx CPA, alongside Nick Richards Attorney at Greenspoon Marder, will discuss the justification for moving forward without reducing deductions disallowed by 280E and amending tax returns to recapture lost deductions despite the IRS's reiterated stance on adhering to 280E. They will provide an in-depth analysis of the responsible basis for this approach, examining the legal and regulatory context that supports this position.
Challenging 280E: Arguments for Amending Tax Returns & Leveraging 471(c)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 RepresentationFrequently 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?
