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
PFIC 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 DiveFederal Tax Update Part 2 - 2026
3 CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Federal Tax Update Part 2 - 2026International Tax Controversy Updates
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.
International Tax Controversy Updates
On-Demand Webinars
Grantor Trusts
2 IRS CE & 2NASBA CPE CREDIT
A somewhat deeper dive into trust features, especially future interests and Crummey powers. We also return to the gift tax to discuss the annual exclusion in light of clearer knowledge of trusts.
Grantor TrustsForm 1041: Line by Line
2 IRS CE/2 NASBA CPE CREDIT
This webinar is part of Tax Practice Pro's webinar series "Trust Me"!
Form 1041: Line by LinePlanning for Special Needs - ABLE Accounts and Special Needs Trusts
4 IRS CE/4 NASBA CPE CREDIT
This program will discuss how to apply US Tax Code to the various types of Special Needs Trusts, including First Party, Third Party, and Qualified Disability Trusts.
Planning for Special Needs - ABLE Accounts and Special Needs TrustsSubchapter J, Part 3 – Simple v Complex trusts, DNI and the treatment of capital gains
1 IRS CE/1 NASBA CPE CREDIT
This webinar is part of Tax Practice Pro's webinar series "Trust Me"!
Subchapter J, Part 3 – Simple v Complex trusts, DNI and the treatment of capital gainsForm 706 and Electing Portability
2 IRS CE/2 NASBA CPE CREDIT
This in-depth webinar provides a comprehensive analysis of Form 706, the United States Estate (and Generation-Skipping Transfer) Tax Return, and the electing portability of the Deceased Spouse Unused Exclusion (DSUE)
Form 706 and Electing PortabilityA Gift Tax Primer
2 IRS CE & 2 NASBA CPE CREDIT
This course reviews the kinds of transfers that require a gift tax return, describes the annual exclusion, and goes into some detail about exceptions to the annual exclusion.
A Gift Tax PrimerIntro to Trust Taxation
1 IRS CE/1 NASBA CPE CREDIT
This is a general overview of trusts intended to clarify terminology, features of trusts, types of interests in a trust, roles, and how these all fit together.
Intro to Trust TaxationIntro to Transfer Taxes
1 IRS CE/1 NASBA CPE CREDIT
This webinar is a high-level overview of the gross estate and completed gifts, highlighting the intersection between estate inclusion and income tax issues.
Intro to Transfer Taxes Trust Me Webinar Series
20 IRS/NASBA CPE credits
Tax Practice Pro’s 2024 Trusts & Estates Webinar Series offers on-demand, IRS/NASBA CE-approved training for tax professionals, covering estate and trust taxation, gift and portability planning, special needs strategies, Form 1041 and 706 line-by-line guidance, and practical trust case studies to enhance client outcomes.
Trust Me Webinar 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?
