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
John's Monthly AI Program Title TBA July 2026
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
John's Monthly AI Program Title TBA July 2026Forming & 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
Next-Gen Tax Research: AI, Accordance & Ask Blue J in Practice
2 IRS CE/2 CTEC credit/2 NASBA CPE*
Next-Gen Tax Research isn’t about replacing your judgment—it’s about upgrading your workflow. In this program, we go beyond “just ask ChatGPT” and show you how experienced tax professionals are actually using AI to produce faster, stronger, and more defensible research. You’ll learn how to integrate Accordance and Ask Blue J with ChatGPT and Claude to create a cohesive, repeatable research process—from the first question to the final, polished answer.
Next-Gen Tax Research: AI, Accordance & Ask Blue J in PracticeIntroduction to Criminal Tax - Part I
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.
Introduction to Criminal Tax - Part IThe July 10th Refund Deadline You Didn't See Coming, "Kwong & Abdo: Recovering Pandemic-Era Tax Penalties and Interest"
2 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Kwong & Abdo: Recovering Pandemic-Era Tax Penalties and Interest This Program Teaches You How to Turn COVID-Era IRS Payments Into Refund Claims Two landmark decisions — Kwong v. United States (2025) and Abdo v. Commissioner (2024) — have fundamentally changed the treatment of federal tax penalties and interest during the COVID-19 disaster period. The takeaway is simple, but powerful: From January 20, 2020 through July 10, 2023, federal tax penalties and interest were mandatorily suspended under IRC § 7508A(d). ...
The July 10th Refund Deadline You Didn't See Coming, "Kwong & Abdo: Recovering Pandemic-Era Tax Penalties and Interest"Owe Is Me: Balances Due & Panicked Clients
1 IRS CE / 1 CTEC credit/ 1 NASBA CPE*
Learn practical strategies for tax professionals to help clients manage unexpected balance dues, file on time, set up effective payment plans, and navigate Offers in Compromise and hardship scenarios.
Owe Is Me: Balances Due & Panicked ClientsWork Authorization, SSN Validity, and Refundable Credits: The Impact of the One Big Beautiful Bill Act (OBBBA) for Tax Year 2025
1 IRS CE/CTEC/NASBA CPE
Tax Year 2025 introduces a major compliance shift for refundable credits under the One Big Beautiful Bill Act (OBBBA): work-authorized SSN status becomes a gatekeeper issue for the claiming taxpayer—not just the child.
Work Authorization, SSN Validity, and Refundable Credits: The Impact of the One Big Beautiful Bill Act (OBBBA) for Tax Year 2025Employment Tax Controversies—Part II
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Stay current on Employee Retention Credit updates, settlement and voluntary disclosure programs, and criminal tax case studies, while exploring pro bono opportunities with NYCLA, ABA Tax Court, and low-income tax clinics.
Employment Tax Controversies—Part II2026 Frank Agostino Kostelanetz LLP Series
Varies
EMPLOYMENT TAX CONTROVERSIES – PART I EMPLOYMENT TAX CONTROVERSIES – PART II
2026 Frank Agostino Kostelanetz LLP SeriesExcise Taxes After SECURE 2.0: Reporting Relief on Form 5329
2 IRS CE/2 CTEC/2 NASBA CPE
Learn how to correct common IRA errors, including overcontributions, missed RMDs, early distributions, rollovers, and prohibited transactions, while navigating SECURE 2.0 updates to minimize or avoid excise taxes.
Excise Taxes After SECURE 2.0: Reporting Relief on Form 5329Ellie Jones with When X Never Ever Marks the Spot: AI Prompts - Part 3 of the series
2 IRS/2 CTEC/NASBA CPE Available
This three-part Research Methodologies course teaches tax professionals to become research-literate, with hands-on exercises and expert guidance on using AI for tax work, review, and cybersecurity best practices.
Ellie Jones with When X Never Ever Marks the Spot: AI Prompts - Part 3 of the seriesFrequently 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?
