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
Abating Penalties and Writing Letters to the IRS and States
2 IRS CE/CTEC/NASBA CPE*
Practitioners regularly inherit clients carrying penalties whose abateability turns on which authority actually applies — statutory, regulatory, administrative, or case law. Reasonable cause, first-time abatement, Rev. Proc. 84-35 for small partnerships, and §6751(b) supervisory-approval challenges all live in different lanes. Picking the wrong path, or stacking them in the wrong order, wastes the client's best shot at relief.
Abating Penalties and Writing Letters to the IRS and StatesWhen the Verdict Is “You Owe”: Installment Agreements 101
2 IRS CE/CTEC/NASBA CPE
When a client lands in your office with an unexpected balance due, the path forward is rarely an Offer in Compromise. It's an installment agreement — and since the IRS restructured its payment plan architecture in March 2025, the analysis a practitioner has to run looks different than it did a year ago. The Streamlined Installment Agreement is gone. The Simple Payment Plan replaced it, with new thresholds, a new financial disclosure cutoff, and revised lien mechanics. Practitioners who are still working from the old framework are quoting clients the wrong terms. ...
When the Verdict Is “You Owe”: Installment Agreements 101From AI Threats to IRS Expectations: Cybersecurity Changes You Need to Understand
2 IRS CE/CTEC/NASBA CPE*
Since November 2025, the threat landscape and the regulatory floor have both moved — and they've moved in the same direction. Attackers are using AI to produce phishing that defeats the red flags you trained your staff to spot. This 100-minute update briefing gives tax and accounting firm owners a clear picture of what's actually changed, what it means for your firm's legal exposure, and what decisions belong on your desk — not your IT vendor's — over the next 90 days.
From AI Threats to IRS Expectations: Cybersecurity Changes You Need to UnderstandIntroduction to IRS Examination Representation 2026
2 IRS CE/CTEC/NASBA CPE*
Most tax professionals will see an audit notice land on a client's desk before they have the procedural reps to handle one. Correspondence exams arrive routinely; office and field exams less often, but when they do, the practitioner has thirty days from the 30-day letter to decide whether to sign, push back at the group manager level, or protest into Appeals.
Introduction to IRS Examination Representation 2026FREE Webinar: Intro to Representation 2026
2 IRS CE/CTEC/NASBA CPE*
This webinar furnishes a beneficial synopsis regarding Client Representation and handling various associated issues. This includes a comprehensive overview of the Internal Revenue Service (IRS) structure and divisions, the types of issues that can arise after a return is filed, and the critical role of tax representation in resolving tax controversies.
FREE Webinar: Intro to Representation 2026You Found the Error—Now What? Circular 230 §10.21 in Practice
2 IRS CE/CTEC/NASBA CPE*
Every experienced practitioner has been there. You're reviewing a client's prior return—maybe one you prepared, maybe one you inherited—and something is wrong. A missed item. A number that doesn't hold up. An omission the client may not even know about. What happens next is governed by §10.21 of Circular 230, and the rule is both cleaner and more complicated than most practitioners realize.
You Found the Error—Now What? Circular 230 §10.21 in PracticeWhile You Were Filing: IRS Guidance You Missed.
2 IRS CE/CTEC/NASBA CPE*
The Treasury Department has issued many Proposed Regulations since the enactment of OBBBA. However, none have gone final and some are still open for comments. We will go into a quick review of the recent Proposed Regulations issued by the Treasury regarding the OBBBA provisions. This includes No Tax on Car Loan Interest, Trump Accounts, No Tax on Tips, and No Tax on Overtime. ...
While You Were Filing: IRS Guidance You Missed.Frequently 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?
