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
Clients Don't read, Communicating OBBA changes
NO IRS/CTEC CE Available
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit. NASBA Field of Study: Communications and Marketing NO IRS/CTEC CE Available
Clients Don't read, Communicating OBBA changes11/2/2025: The Rules of Ethics applicable to Tax Practice
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This webinar is available online only. 3 Free Ethics Credits
11/2/2025: The Rules of Ethics applicable to Tax PracticeEverything Roth
2 IRS CE/2 CTEC/2 NASBA CPE
Roth IRAs certainly have advantages over Traditional IRAs such as no required minimum distributions, and the beneficiaries will receive the Roth IRA tax-free. This seminar will review the latest changes made by recent legislation such as SECURE 2.0. We will go over how to take advantage of the Mega Back Door Roth for our qualified clients. Also we will discuss how to make sure your client's Roth IRA distributions are tax-free.
Everything RothThe Trial of a US Tax Court Case – Practice & Procedure Part II
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Hybrid Event - The Trial of a US Tax Court Case – Practice & Procedure Part II THIS EVENT IS RESCHEDULED FROM OCTOER 14, 2025 This webinar was available for Virtual or LIVE In-Person attendance. "Our best deal is always to become a monthly subscriber"
The Trial of a US Tax Court Case – Practice & Procedure Part IIStock Options: ISOs, ESPP, NSOs, RSUs, RSAs, and elections
2 IRS CE/2 CTEC/2 NASBA CPE
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Stock Options: ISOs, ESPP, NSOs, RSUs, RSAs, and electionsTo Elect or Not to Elect: That is the Entity Classification Question
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.
To Elect or Not to Elect: That is the Entity Classification QuestionIntermediate and Advanced Investments
2 IRS CE/2 CTEC/2 NASBA CPE
As investment strategies become more sophisticated, tax professionals must navigate increasingly complex reporting rules. This webinar explores advanced investment vehicles and their corresponding tax implications, including option contracts (puts and calls), foreign currency trading, exchange-traded funds (ETFs), and emerging assets such as Bitcoin, cryptocurrency, and other digital assets. It examines the critical distinctions between traders and investors, methods for determining basis in diverse asset classes, and the rules for reporting trades, sales, and associated net investment income tax (NIIT). This webinar equips practitioners to address client questions, ensure compliance, and reduce the risk of IRS scrutiny in an evolving investment landscape. "Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Intermediate and Advanced InvestmentsI’m Tax-Exempt ... Why Complexity and What’s Form 990?
2 IRS CE/2 CTEC/2 NASBA CPE
Join Michael as he addresses the various concepts and rules surrounding the use of tax-exempt organizations. He will discuss the unique federal income tax rules associated with such organizations, including IRC §501(c)(3. He will also provide a comprehensive review of Form 990 EZ and related schedules. We also highlight the various 990 series filings, employment issues, unrelated business income and how to perfect a charitable contribution from the tax-exempt organization point of view. This program is an opportunity for the participant to expand their understanding of tax-exempt organizations. In closing, Michael will discuss some of the tax planning experiences using tax-exempt organizations. *Self-Study recording not available for NASBA CPE credit.
I’m Tax-Exempt ... Why Complexity and What’s Form 990?Small Business Retirement Plans
2 IRS CE/2 CTEC/2 NASBA CPE
This program provides an in-depth overview of retirement plan options available to small business owners, including IRA-based plans (Traditional, Roth, SEP, and SIMPLE), §401(k) plans (Solo, SIMPLE, Safe Harbor, and Traditional), and defined benefit arrangements. It discusses the advantages and limitations of each plan type, funding and contribution rules, catch-up provisions under SECURE 2.0, and the tax benefits to both employers and employees. The program also covers practical steps in establishing, operating, and terminating plans, as well as tax credits (Form 8881) available to qualifying small employers. *Self-Study recording not available for NASBA CPE credit.
Small Business Retirement PlansFrequently 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?
