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
Annual Insights: Real Estate Tax Matters
2 IRS CE/2 NASBA CPE*
Annual Insights: Real Estate Tax Matters
Annual Insights: Real Estate Tax MattersReal Estate Taxation 101: The Property Puzzle
2 IRS CE/2 NASBA CPE*
Real Estate Taxation 101: The Property Puzzle
Real Estate Taxation 101: The Property PuzzleReal Estate Tax Matters Series
Varies
Unlock the secrets of real estate taxation with our comprehensive 28-hour continuing education program, spread over September and October 2024. Dive into essential topics like property taxation basics, advanced tax strategies, 1031 exchanges, and more.
Real Estate Tax Matters SeriesInternational Tax Controversy Updates, Including the LB&I Campaigns
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.
International Tax Controversy Updates, Including the LB&I CampaignsBusiness Retirement Bliss: Strategies for a Smooth Transition
2 IRS CE/2 NASBA CPE*
This webinar will focus on what can be a very stressful time for a taxpayer—retirement!
Business Retirement Bliss: Strategies for a Smooth TransitionCentralized Partnership Audit Regime (CPAR)
1 IRS CE/1 NASBA CPE*
The Partnership Centralized Audit Regime (CPAR), also known as the Bipartisan Budget Act (BBA) of 2015, is a set of rules that govern how the Internal Revenue Service (IRS) audits and adjusts the tax liability of partnerships. Prior to the CPAR, the IRS had to audit each partner individually, which was a complex and time-consuming process.
Centralized Partnership Audit Regime (CPAR) Brewing Success: Your Guide to K-2 and K-3 Preparation
1 IRS CE/1 NASBA CPE*
This webinar will plunge into the abysmal bomb shell of K-2 & K-3 filing requirements that is likely affecting some of our Partnership and S Corporations clients.
Brewing Success: Your Guide to K-2 and K-3 PreparationThe Heat is On: Understanding IRC § 751
1 IRS CE/1 NASBA CPE*
This course will provide a useful overview of techniques to assist the tax professional in assisting their clients who sell partnership interests. Ensure that we do not, as tax advisors, assume that equally situated taxpayers will be treated similarly by the Tax Code.
The Heat is On: Understanding IRC § 751Intro to Recalculating Basis for 1120-S
2 IRS CE/2 NASBA CPE*
For some tax professionals form 7203 was a rude awakening. This session is designed to be an introduction to properly re-creating basis for a shareholder. We will be using a case study and a pen to paper approach. By the end of this session, you will know how to calculate initial basis and recalculate year to year.
Intro to Recalculating Basis for 1120-SFrequently 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?
