A Modern Way for Tax Pros to Earn CE & CPE

2 IRS CE/2 NASBA CPE*

"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.

3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits

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.

1 IRS CE/1 NASBA CPE*

Join us for an engaging new webinar on the Tax Cuts and Jobs Act (TCJA) designed to equip tax professionals with the insights they need to stay ahead. We'll start by exploring the core components of TCJA that every tax pro should understand and why they matter. The session will cover three key areas: individual tax provisions, estate tax changes, and business-related reforms. We'll dive into which changes were made permanent (spoiler: most business-related) and which are set to expire (spoiler: most individual). Looking ahead, we’ll consult our "Magic 8 Ball" to discuss how Congress might address TCJA’s impending expiration in 2025 and whether action will be taken in a timely manner. Finally, we’ll share strategies for leveraging this information to communicate effectively with clients, positioning yourself as a knowledgeable and proactive tax professional. Don’t miss this opportunity to sharpen your expertise and prepare for the future of tax planning! The webinar is only available to monthly subscribers.

1 IRS CE/1 NASBA CPE*

This program reviews the provisions of the new bill H.R. 5863. This bill, signed in to law by President Biden on Dec. 12, 2024, extends the rules for the treatment of certain disaster-related personal casualty losses and provides tax relief for losses due to a federally declared disaster as a result of any forest or range wildfire and the East Palestine, Ohio, train derailment on February 3, 2023. It also details exclusion from income payments related to these disasters and extends the statute for claiming refunds related to disasters specified in the bill to one year from date of signing.

2 IRS CE/2 NASBA CPE*

This webinar will discuss tips and pointers for understanding statutes in general, and the Internal Revenue Code in particular. It focuses on the structure of the tax Code, as well as frequently encountered words and phrases. The program examines the ways the statutes present math functions, phaseouts in particular.

1 IRS CE/1 NASBA CPE*

Join us for the first webinar in our "2025 Tax Office Cyber Security Series", designed to help accounting and tax firms enhance their security posture and protect their sensitive data. In this session, we’ll focus on the critical foundation of cybersecurity: creating accurate and comprehensive inventories of your hardware and software assets. The webinar is only available to monthly subscribers.

NO CE

This 50 minute course, part of the Things I meant to learn series, will form an introduction to Canva 101. I am not a graphic designer, nor do I play one on TV. But people expect graphics and a nice image can make an email pop. We will go over what Canva is, and several ways you can use it, focusing primarily on social media posting and infographic creation. Canva is not true graphic design, but it can help with drag and drop images, and it can brighten up your website. Want to show your tax process, from the client filling out the engagement? An infographic can do that for you. Don't know what to put on your business Insta or FB page? Use the Canva templates to help make your page pop. "Our best deal is always to become a monthly subscriber"

2 IRS CE/2 NASBA CPE*

Unfortunately, many taxpayers suffer a casualty and theft loss which may or may not be deductible. We will address when a casualty or theft loss is a deductible event or when there is a casualty or theft gain. We will go over Form 4684 – Casualties and Thefts.

2 IRS CE/2 NASBA CPE*

The TCJA was passed towards the end of 2017 and effective for 2018-2025. We will review the many provisions of TCJA are expected to expire on December 31, 2025 and point out tax planning moves our clients should consider for 2024 & 2025. Also, we will be going over 2025 Tax Reform proposals.