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
International Tax Controversy Updates
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.
International Tax Controversy UpdatesTax 101: Married, Filing Seperately & Community Property (Part 7 of 7)
2 IRS CE/CTEC/NASBA CPE*
Married filing separately is an election that married couples can make to potentially reduce one, or both, of their tax liability. It's often popular for taxpayers on income based repayment plans for student loans. However, there are different things that must be considered when living in a community property state. Because we have two hours, we will spend time ...
Tax 101: Married, Filing Seperately & Community Property (Part 7 of 7)New York State Update
2 New York CPE Credits*
This seminar will update members on the most recent and late breaking changes in NY tax law changes that are known. 2026 has been a unique year in many ways. See how NY is addressing some of the tax areas that have come up.
New York State UpdateNew Jersey State Update
2 New Jersey CPE Credits*
This seminar will update members on the most recent and late breaking changes in NJ tax law changes that are known. 2026 has been a unique year in many ways. See how NJ is addressing some of the tax areas that have come up.
New Jersey State UpdateDon’t Extend the Problem: When Clients Owe But Can’t Pay
1 IRS CE/CTEC/NASBA CPE*
FREE WEBINAR FOR TAX PROFESSIONALS It happens every tax season. You finish the return. You give the client the number. And then you hear: “I can’t pay that. Just put me on extension. ”Except an extension doesn’t make the tax disappear—and in many cases, extending the return only creates a bigger problem. This free program is designed to help tax professionals handle one of the most common and uncomfortable conversations of filing season: the client has an unexpected balance due and doesn’t have the money to pay it.
Don’t Extend the Problem: When Clients Owe But Can’t Pay
On-Demand Webinars
Packaging for Your Profits: Optimizing Service Offerings
1 NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Packaging for Your Profits: Optimizing Service Offerings Tax Season Operations Prep - Policies, Procedures, and Boundaries
No IRS CE Offered
As always, our best deal is to become a monthly subscriber
Tax Season Operations Prep - Policies, Procedures, and BoundariesWeird 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)Real Estate Issues for the International Taxpayer
1 IRS CE
This webinar was previously recorded in fall of 2021 and still offers relevant information that qualifies for 1 IRS CE credit.
Real Estate Issues for the International TaxpayerPractical Guide to WRITING Your Required Data Security Plan (aka WISP)
1 IRS CE/1 NASBA CPE
After attending this webinar you will understand the requirement for a Data Security Plan and the need to protect your client data by employing various backup strategies. This course offers templates so you can create your own Data Security Plan in less than 2 hours.
Practical Guide to WRITING Your Required Data Security Plan (aka WISP)LB & I Exam Update
No CE
This webinar was previously recorded in the fall of 2021 and still offers relevant information that is Not valid for IRS CE credit.
LB & I Exam UpdateKansas Pass Through Entity Tax (PTET)
1 NASBA CPE
Kansas Pass Through Entity Tax (PTET)
Kansas Pass Through Entity Tax (PTET)Battening Down the Hatches! Best Practices for Getting your Tax Office Ready - 2024
2 IRS CE/2 NASBA CPE
In this webinar we discuss how to add layers of protection to you and your firm. Things like how to comply with GLBA (Gramm-Leach Bliley Act), Communication with clients and outside related parties (sec. 7216), necessary documentation to firm up defendable positions, adding internal policies to protect staff and taxpayer data. Workload and stress can make good tax professionals into bad tax professionals very quickly.
Battening Down the Hatches! Best Practices for Getting your Tax Office Ready - 2024Engagement Letters - 2024
NO CE
This course highlights the important clauses to include in your engagement letter. It addresses how the Corporate Transparency Act, Generative AI/Chat GPT and Outsourcing has changed the engagement letter. Lastly, this webinar discusses the reason for a “disengagement letter” and why you'll be happy you have one!
Engagement Letters - 2024Frequently 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?
