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
Who Gets the Income? Assignment Issues in S Corporations
1 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Who Gets the Income? Assignment Issues in S CorporationsMeals, Mileage & Mayhem: Navigating Business Deductions
1 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Meals, Mileage & Mayhem: Navigating Business DeductionsDebt Basis vs Stock Basis: Back-to-Back Loans, Open-Account Debt, Guarantees & Form 7203
2 IRS CE/CTEC/NASBA CPE*
This course reviews accurate reporting, correcting, and reconstructing S corp shareholder basis. Review these and other critical basis miscalculations and how to fix them. See how incoming or exiting shareholders' accounts are handled plus basis issues when an entity closes or distributes assets.
Debt Basis vs Stock Basis: Back-to-Back Loans, Open-Account Debt, Guarantees & Form 7203The Final Stretch: Exciting Year-End Strategies for S Corps
2 IRS CE/CTEC/NASBA CPE*
This session discusses many opportunities for year-end tax planning for S corporations and their shareholders.
The Final Stretch: Exciting Year-End Strategies for S CorpsStock vs Stuff: Sale of an S-Corp
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Stock vs Stuff: Sale of an S-CorpLegacy 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 Dissolution
On-Demand Webinars
Grantor Trusts
2 IRS CE & 2NASBA CPE CREDIT
A somewhat deeper dive into trust features, especially future interests and Crummey powers. We also return to the gift tax to discuss the annual exclusion in light of clearer knowledge of trusts.
Grantor TrustsForm 1041: Line by Line
2 IRS CE/2 NASBA CPE CREDIT
This webinar is part of Tax Practice Pro's webinar series "Trust Me"!
Form 1041: Line by LinePlanning for Special Needs - ABLE Accounts and Special Needs Trusts
4 IRS CE/4 NASBA CPE CREDIT
This program will discuss how to apply US Tax Code to the various types of Special Needs Trusts, including First Party, Third Party, and Qualified Disability Trusts.
Planning for Special Needs - ABLE Accounts and Special Needs TrustsSubchapter J, Part 3 – Simple v Complex trusts, DNI and the treatment of capital gains
1 IRS CE/1 NASBA CPE CREDIT
This webinar is part of Tax Practice Pro's webinar series "Trust Me"!
Subchapter J, Part 3 – Simple v Complex trusts, DNI and the treatment of capital gainsForm 706 and Electing Portability
2 IRS CE/2 NASBA CPE CREDIT
This in-depth webinar provides a comprehensive analysis of Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return, and the electing portability of the Deceased Spouse Unused Exclusion (DSUE)
Form 706 and Electing PortabilityA Gift Tax Primer
2 IRS CE & 2 NASBA CPE CREDIT
This course reviews the kinds of transfers that require a gift tax return, describes the annual exclusion, and goes into some detail about exceptions to the annual exclusion.
A Gift Tax PrimerIntro to Trust Taxation
1 IRS CE/1 NASBA CPE CREDIT
This is a general overview of trusts intended to clarify terminology, features of trusts, types of interests in a trust, roles, and how these all fit together.
Intro to Trust TaxationIntro to Transfer Taxes
1 IRS CE/1 NASBA CPE CREDIT
This webinar is a high-level overview of the gross estate and completed gifts, highlighting the intersection between estate inclusion and income tax issues.
Intro to Transfer Taxes Trust Me Webinar Series
20 IRS/NASBA CPE credits
Tax Practice Pro’s 2024 Trusts & Estates Webinar Series offers on-demand, IRS/NASBA CE-approved training for tax professionals, covering estate and trust taxation, gift and portability planning, special needs strategies, Form 1041 and 706 line-by-line guidance, and practical trust case studies to enhance client outcomes.
Trust Me Webinar SeriesFrequently Asked Questions
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Does the CE/CPE credit work with my license?
How soon after I finish an online course will I receive my CE/CPE certificate?
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If I miss one of the live webinars, is there a way to receive a recording later?
What is the Tax Practice Pro membership?
