A Modern Way for Tax Pros to Earn CE & CPE

2 IRS CE/CTEC/NASBA CPE*

Entity classification is one of the most fundamental—and most frequently misunderstood—areas of international tax compliance. A single missed or incorrect election can change the entire tax posture of a client, triggering unexpected filing obligations, exposure to penalties, and unintended tax consequences under regimes such as Subpart F or GILTI.

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.

2 IRS CE/CTEC/NASBA CPE*

IRS increasingly relies on computer matching and correspondence to correct errors potentially found in tax returns. This course exams best practices for handling correspondence audits, from the opening interview to sending the package, while looking at research processes, including a brief sojourn into using an LLM for your practice

2 IRS CE/CTEC/NASBA CPE*

Practitioners regularly inherit clients carrying penalties whose abateability turns on which authority actually applies — statutory, regulatory, administrative, or case law. Reasonable cause, first-time abatement, Rev. Proc. 84-35 for small partnerships, and §6751(b) supervisory-approval challenges all live in different lanes. Picking the wrong path, or stacking them in the wrong order, wastes the client's best shot at relief.

2 IRS CE/CTEC/NASBA CPE

When a client lands in your office with an unexpected balance due, the path forward is rarely an Offer in Compromise. It's an installment agreement — and since the IRS restructured its payment plan architecture in March 2025, the analysis a practitioner has to run looks different than it did a year ago. The Streamlined Installment Agreement is gone. The Simple Payment Plan replaced it, with new thresholds, a new financial disclosure cutoff, and revised lien mechanics. Practitioners who are still working from the old framework are quoting clients the wrong terms. ...

2 IRS CE/CTEC/NASBA CPE*

Since November 2025, the threat landscape and the regulatory floor have both moved — and they've moved in the same direction. Attackers are using AI to produce phishing that defeats the red flags you trained your staff to spot. This 100-minute update briefing gives tax and accounting firm owners a clear picture of what's actually changed, what it means for your firm's legal exposure, and what decisions belong on your desk — not your IT vendor's — over the next 90 days.

2 IRS CE/CTEC/NASBA CPE*

Most tax professionals will see an audit notice land on a client's desk before they have the procedural reps to handle one. Correspondence exams arrive routinely; office and field exams less often, but when they do, the practitioner has thirty days from the 30-day letter to decide whether to sign, push back at the group manager level, or protest into Appeals.

2 IRS CE/CTEC/NASBA CPE*

This webinar furnishes a beneficial synopsis regarding Client Representation and handling various associated issues. This includes a comprehensive overview of the Internal Revenue Service (IRS) structure and divisions, the types of issues that can arise after a return is filed, and the critical role of tax representation in resolving tax controversies.

2 IRS CE/CTEC/NASBA CPE*

Every experienced practitioner has been there. You're reviewing a client's prior return—maybe one you prepared, maybe one you inherited—and something is wrong. A missed item. A number that doesn't hold up. An omission the client may not even know about. What happens next is governed by §10.21 of Circular 230, and the rule is both cleaner and more complicated than most practitioners realize.