A Modern Way for Tax Pros to Earn CE & CPE

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*

This program focuses on the practical side of Form 1042 compliance: how withholding, deposits, and reporting are supposed to work—and what to do when they don’t. Participants will review the framework under IRC §§1441–1443, including the role of the withholding agent and the relationship between Forms 1042 and 1042-S.

5 CPE*

This presentation will review 2026 California tax changes for individual and business, including new California tax legislation and federal tax conformity issues related to IRS guidance for OBBBA and other federal tax law changes. We'll also cover new California business tax credits, PTET, other individual available credits, California Disaster Loss rules for tax, and other California compliance matters.

2 IRS CE/CTEC/NASBA CPE*

The One Big Beautiful Bill Act (OBBBA) did not just modify GILTI—it effectively replaced it with a new framework: net CFC tested income (NCTI). While the name change may suggest a simple rebranding, the underlying rules have been materially revised, with significant implications for U.S. shareholders of controlled foreign corporations.

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

This program instructs tax practitioners in how to identify and address ethical issues that arise when representing small business clients. Using a fictional case study based on the Bailey Building & Loan from It's a Wonderful Life, participants examine conflicts of interest, due diligence obligations, and standards for preparing and signing tax returns under Circular 230.

3 CTEC/NASBA CPE*

"Our best deal is always to become a monthly subscriber"

2 IRS CE/CTEC/NASBA CPE*

PFICs are one of the most complex areas in international tax—and when the default rules under IRC §1291 apply, the real challenge is not identifying the issue, but performing the calculation correctly. The excess distribution regime requires practitioners to reconstruct holding periods, allocate income across multiple years, and apply interest charges that can significantly increase the tax liability.

3 CTEC/NASBA CPE*

"Our best deal is always to become a monthly subscriber"