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
Business Retirement Bliss: Strategies for a Smooth Transition
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Business Retirement Bliss: Strategies for a Smooth TransitionFIRPTA Gone Wrong: Misapplied Payments and Practitioner Response
2 IRS CE/CTEC/NASBA CPE*
This program focuses on how practitioners respond when FIRPTA withholding goes wrong. Participants will review the core framework under IRC §1445, including withholding requirements, reporting obligations, and the roles of the parties involved in a transaction. The emphasis, however, is on real-world problems: identifying misapplied or missing payments, understanding why these issues occur, and determining how to fix them.
FIRPTA Gone Wrong: Misapplied Payments and Practitioner ResponseValuation, The Role of Expert Witnesses in Tax Preparation & Tax Controversies
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.
Valuation, The Role of Expert Witnesses in Tax Preparation & Tax ControversiesThe IRS Independent Office of Appeals
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.
The IRS Independent Office of AppealsForm 1042-S: Payments, Reconciliation, and Fixing the Mess
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.
Form 1042-S: Payments, Reconciliation, and Fixing the MessNCTI: Because ‘GILTI’ Was Too Honest
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.
NCTI: Because ‘GILTI’ Was Too HonestThe Rules of Ethics Applicable to Tax Practice
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.
The Rules of Ethics Applicable to Tax PracticeAnnual Giving Tuesday, Free Ethics 2026
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.
Annual Giving Tuesday, Free Ethics 2026PFIC Happens: A §1291 Deep Dive
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.
PFIC Happens: A §1291 Deep Dive
On-Demand Webinars
FREE Webinar: Bankruptcy and Taxes
2 IRS CE/CTEC/NASBA CPE*
Bankruptcy and Taxes: Tools for Tackling Tough Cases Navigating tax liabilities in the context of bankruptcy requires a fundamental understanding of how tax debts interact with bankruptcy proceedings. This course provides tax professionals with a comprehensive overview of the bankruptcy process under the U.S. Code, emphasizing the treatment of tax debts. Participants will learn when certain tax liabilities can be discharged, how liens may survive bankruptcy, and the role of state-specific exemptions, including homestead protections. By the end of this course, attendees will be equipped to ...
FREE Webinar: Bankruptcy and TaxesThis Letter is Brought to You by the Letters A & I (Don’t Worry, a Tax Pro Checked It)
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
This Letter is Brought to You by the Letters A & I (Don’t Worry, a Tax Pro Checked It)When RO Says No - Collection Appeals 2026
2 IRS CE/CTEC/NASBA CPE*
This Program teaches practitioners how to respond when a Revenue Officer says “no” and threatens liens, levies, or installment agreement denial.
When RO Says No - Collection Appeals 2026Introduction to Offers in Compromise
2 IRS CE/CTEC/NASBA CPE*
The IRS accepted thousands of Offers last year—settling millions in debt. Learn who qualifies, the three offer types, and how the math works.
Introduction to Offers in CompromiseAudit Reconsideration Process
2 IRS CE/CTEC/NASBA CPE*
Audit Reconsideration — It Isn't Over Until We Say It's Over A client walks in with an assessment from an audit they didn't respond to, didn't understand, or lost without representation. The 90-day window is gone. Collections is moving. The question isn't whether the original result was right — it's whether you can reopen it, and what it takes to get a different answer the second time around.
Audit Reconsideration ProcessIRS Examination Planning 2026
2 IRS CE/CTEC/NASBA CPE*
A practitioner's first decisions on an exam happen before the first IDR is answered — often before the client has finished reading the notice. Type of contact (correspondence, office, or field), what triggered selection, the return's exposure points, and the client's recordkeeping posture all shape what representation should look like. With 2025 enforcement priorities continuing to shift — staffing realignments after the IRA funding pullback, sustained correspondence-exam volume on Schedule C and refundable-credit returns, renewed focus on high-income individuals and large ...
IRS Examination Planning 2026Entity Classification: Elections, Errors, and What to Do Next
2 IRS CE/CTEC/NASBA CPE*
Entity classification is one of the most fundamental—and most frequently misunderstood—areas of international tax compliance. A single missed or incorrect election can change the entire tax posture of a client, triggering unexpected filing obligations, exposure to penalties, and unintended tax consequences under regimes such as Subpart F or GILTI.
Entity Classification: Elections, Errors, and What to Do NextIntroduction to Criminal Tax - 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.
Introduction to Criminal Tax - Part IIThe Fault in Our Taxes: IRS Correspondence Exams Best Practices
2 IRS CE/CTEC/NASBA CPE*
IRS increasingly relies on computer matching and correspondence to correct errors potentially found in tax returns. This course exams best practices for handling correspondence audits, from the opening interview to sending the package, while looking at research processes, including a brief sojourn into using an LLM for your practice
The Fault in Our Taxes: IRS Correspondence Exams Best PracticesFrequently 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?
