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
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 - 2024Refund Statute Expiration Date (RSED)
1 IRS/1 NASBA CPE
The Refund Statute Expiration Date (RSED) is a statute of limitation that is a date, by law, for a taxpayer to claim a refund for overpayment of taxes. Understanding the RSED is vital to protecting a taxpayer’s right to a refund and in determining deadlines for filing amended returns or making an abatement request.
Refund Statute Expiration Date (RSED)2023 Tax Controversy Seminar Series
Varies
This on-demand and live tax law series offers practical guidance on substantiating deductions, proving entitlement to losses, domestic and international tax controversies, U.S. Tax Court trial procedures, the Federal Rules of Evidence, ethics in tax practice, and the role of expert witnesses, providing essential insights for tax professionals.
2023 Tax Controversy Seminar 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?
