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
Forming & Electing S-Corp Status: Form 2553, Late Relief & Eligibility Traps
2 IRS CE/CTEC/NASBA CPE*
This course reviews the steps for forming an entity to elect S corporation tax status, electing S corporation status, evaluating an existing entity as a potential S Corp candidate, and filing Form 2553.
Forming & Electing S-Corp Status: Form 2553, Late Relief & Eligibility TrapsWhen the S Corp Doesn't Make Sense
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
When the S Corp Doesn't Make SenseMaking the Switch: Partnership to S-Corp Conversion
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Making the Switch: Partnership to S-Corp ConversionS-Corp – Pen to Paper Preparation of Form 1120-S and Related Forms
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
S-Corp – Pen to Paper Preparation of Form 1120-S and Related FormsFrom C to S: Navigating the Corporate Conversion
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
From C to S: Navigating the Corporate ConversionReasonably Speaking: S Corp Salary Strategies
2 IRS CE/CTEC/NASBA CPE*
This session discusses many considerations regarding tax compliance for S corp shareholders' reasonable compensation.
Reasonably Speaking: S Corp Salary StrategiesIRS Collections, Collection Alternatives, CDP, and Understanding IRS Notices - Part II
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.
IRS Collections, Collection Alternatives, CDP, and Understanding IRS Notices - Part IILate Foreign Gift Reporting: Triage, Strategy, and Risk
2 IRS CE/CTEC/NASBA CPE*
This program focuses on how practitioners should respond when late foreign gift reporting is discovered. Participants will review the filing requirements under IRC §6039F and the associated penalty framework, but the primary emphasis is on real-world decision-making: what questions to ask, how to assess the facts, and how to determine an appropriate strategy.
Late Foreign Gift Reporting: Triage, Strategy, and Risk
On-Demand Webinars
The NEW Form 7206 for SE Health Insurance
1 IRS CE/0 NASBA CPE*
This program delves into the intricacies of the newly revised IRS Form 7206 for use in 2023 and later income tax returns.
The NEW Form 7206 for SE Health InsurancePay As You Earn - Pen to Paper
1 IRS CE/1 NASBA CPE*
This session will discuss how to review, analyze, and report foreign wage income reported on a PAYE or similar statement.
Pay As You Earn - Pen to PaperThe Search for the IRC: Research Methods and Resources
2 IRS CE/2 NASBA CPE*
This 100-minute course will cover levels of authority in tax research, how to effectively search online with search engines like Google, as well as paid services such as Checkpoint.
The Search for the IRC: Research Methods and ResourcesSchedule C Refresher
1 IRS CE/1 NASBA CPE*
This webinar will touch obliquely on items such as sale of business property, depreciation recapture, and office in home expenses. Those topics will not be covered in-depth.
Schedule C RefresherFootloose: What do those standard K-1 footnotes tell us?
1 IRS CE/1 NASBA CPE*
This session will discuss the reporting obligations disclosed in footnotes to Schedules K-1 and K-3.
Footloose: What do those standard K-1 footnotes tell us?Form 926 Confusion
1 IRS CE/1 NASBA CPE*
This session will discuss the tax implications of transferring property to foreign corporations.
Form 926 ConfusionBuilding Bundles: Crafting the Ideal Service Packages
1 NASBA CPE
"Building Bundles" is John Sheeley, EA’s third and pivotal installment in our series, designed to comprehensively address the composition of service packages in tax practices.
Building Bundles: Crafting the Ideal Service PackagesBuilding Bundles: Crafting the Ideal
1 NASBA CPE
This course intricately builds upon the foundational financial understanding from "Getting Even" and the strategic insights from "Packaging for Your Profits: Optimizing Service Offerings". Both courses are recommended prerequisites to ensure a deep and effective engagement with the content of "Building Bundles".
Building Bundles: Crafting the IdealWeird Science: Ethics & the Misuse of AI in the Tax Practice (2 FREE IRS Ethics CE)
2 Ethics CE
The rapid advancement of artificial intelligence (AI) has significant implications for the tax profession. As a tax professional, it is essential to understand both the benefits and ethical challenges associated with the use of AI in tax practice. This continuing education course aims to provide tax practitioners with a comprehensive understanding of the ethical considerations and potential misuse of AI in the tax field.
Weird Science: Ethics & the Misuse of AI in the Tax Practice (2 FREE IRS Ethics CE)Frequently 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?
