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
Legacy Matters: Navigating the Death of a Shareholder
2 IRS CE/CTEC/NASBA CPE*
Specific compliance matters may have serious tax consequences for S corporation status and phantom taxable income exposure for the family and heirs of the deceased shareholder.
Legacy Matters: Navigating the Death of a Shareholder Another Exciting AI Class with John: Title TBA
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Another Exciting AI Class with John: Title TBAS is for Splitting: The Guide to S Corp Dissolution
2 IRS CE/CTEC/NASBA CPE*
Accurately report and record the sale or dissolution of an S corporation for tax, basis and possible shareholder pass- through profits or losses from the sale or dissolution.
S is for Splitting: The Guide to S Corp DissolutionBusiness Retirement Bliss: Strategies for a Smooth Transition
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Business Retirement Bliss: Strategies for a Smooth TransitionFIRPTA Gone Wrong: Misapplied Payments and Practitioner Response
2 IRS CE/CTEC/NASBA CPE*
This program focuses on how practitioners respond when FIRPTA withholding goes wrong. Participants will review the core framework under IRC §1445, including withholding requirements, reporting obligations, and the roles of the parties involved in a transaction. The emphasis, however, is on real-world problems: identifying misapplied or missing payments, understanding why these issues occur, and determining how to fix them.
FIRPTA Gone Wrong: Misapplied Payments and Practitioner ResponseFREE Webinar: What About Partnerships?
2 IRS CE/CTEC/NASBA CPE*
Learn about the pros & cons of the partnership form of entity, how to become a partnership entity...
FREE Webinar: What About Partnerships?Valuation, The Role of Expert Witnesses in Tax Preparation & Tax Controversies
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.
Valuation, The Role of Expert Witnesses in Tax Preparation & Tax ControversiesThe IRS Independent Office of Appeals
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 IRS Independent Office of AppealsForm 1042-S: Payments, Reconciliation, and Fixing the Mess
2 IRS CE/CTEC/NASBA CPE*
This program focuses on the practical side of Form 1042 compliance: how withholding, deposits, and reporting are supposed to work—and what to do when they don’t. Participants will review the framework under IRC §§1441–1443, including the role of the withholding agent and the relationship between Forms 1042 and 1042-S.
Form 1042-S: Payments, Reconciliation, and Fixing the Mess
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?
