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
Legacy Matters: Navigating the Death of a Shareholder
2 IRS CE/CTEC/NASBA CPE*
Specific compliance matters may have serious tax consequences for S corporation status and phantom taxable income exposure for the family and heirs of the deceased shareholder. Step up basis for S corporations and C corporations is handled substantially differently than for partnerships or ...
Legacy Matters: Navigating the Death of a Shareholder Another Exciting AI Class with John: Title TBA
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Another Exciting AI Class with John: Title TBAS is for Splitting: The Guide to S Corp Dissolution
2 IRS CE/CTEC/NASBA CPE*
Accurately report and record the sale or dissolution of an S corporation for tax, basis and possible shareholder pass- through profits or losses from the sale or dissolution. Learn the minimum and maximum requirements for reporting business entity sales or dissolutions and possible tax preparer exposure for compliance or shareholder disagreements. Tax planning strategies ...
S is for Splitting: The Guide to S Corp DissolutionBusiness 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 TransitionFederal Tax Update: Individual Deductions (for 2026 CTEC Deadline)
3 IRS CE/CTEC/NASBA CPE*
This course satisfies the requirement for CTEC 2026 renewal. This Federal tax update will focus on deductions reported on 2 schedules of the Form 1040. Schedule 1-A and Schedule A. Schedule 1-A: Additional Deductions. We will go over the latest guidance and best practices for helping our clients take full advantage of No Tax on ...
Federal Tax Update: Individual Deductions (for 2026 CTEC Deadline)FIRPTA 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 ResponseFREE Webinar: What About Partnerships?
2 IRS CE/CTEC/NASBA CPE*
This Program examines the partnership form of entity, including its advantages and disadvantages, formation under §721 and funding rules, partnership entity choices, operational considerations involving allocations and distributions, and key distinctions between partnerships, corporations, and S corporations. ...
FREE Webinar: What About Partnerships?Terrifying Tax Troubles: Circ 230 Ethics for 2026 CTEC Deadline
2 IRS CE/CTEC/NASBA CPE*
This course satisfies the requirement for CTEC 2026 renewal. This Program examines ethical situations tax professionals may encounter when working with clients. Participants will explore due diligence when onboarding new clients, competence and professional standards when addressing challenging tax situations, conflicts of interest ...
Terrifying Tax Troubles: Circ 230 Ethics for 2026 CTEC DeadlineForm 1065: Pen to Paper, Part 1 of 2
2 IRS CE/CTEC/NASBA CPE*
Part 1 of 2 Partnerships-Pen to paper Form 1065 tax preparation This session details preparing Form 1065 (Partnerships & LLCs filing as partnerships). Complete examples are provided for most common tax returns including basic K-2 & K-3 filing, common elections such as PTET, Section 754 step up, partner loans, contributions or buy out ...
Form 1065: Pen to Paper, Part 1 of 2
On-Demand Webinars
Avalon Tax Demo for CPAs, EAs & Tax Professionals
NO CE OR CPE CREDIT*
Can AI really prepare a tax return—or is it just another promise that falls apart under real-world testing? Watch Avalon Tax founder and CPA Tom Wahl demonstrate how Avalon Tax reads client tax documents, extracts and categorizes the information, and transfers the data into professional tax-preparation software. John Sheeley, EA, and a group of experienced tax professionals ...
Avalon Tax Demo for CPAs, EAs & Tax ProfessionalsStock vs Stuff: Sale of an S-Corp
2 IRS CE/CTEC/NASBA CPE
Stock vs. Stuff examines how the sale document, entity type, and basis drive seller and buyer tax outcomes when a business changes hands. Participants will distinguish deal forms, classify assets and compute ...
Stock vs Stuff: Sale of an S-CorpThe Final Stretch: Exciting Year-End Strategies for S Corps
2 IRS CE/CTEC/NASBA CPE*
This session discusses many opportunities for year-end tax planning for S corporations and their shareholders.
The Final Stretch: Exciting Year-End Strategies for S CorpsDebt Basis vs Stock Basis: Back-to-Back Loans, Open-Account Debt, Guarantees & Form 7203
2 IRS CE/CTEC/NASBA CPE
This course reviews accurate reporting, correcting, and reconstructing S corp shareholder basis. Review these and other critical basis miscalculations and how to fix them. See how incoming or exiting shareholders' accounts are handled plus basis issues when an entity closes or distributes assets.
Debt Basis vs Stock Basis: Back-to-Back Loans, Open-Account Debt, Guarantees & Form 7203FREE Webinar: Reasonable Compensation for S Corps
2 IRS CE/CTEC/NASBA CPE*
For two decades, the IRS has been preparing an assault on reasonable compensation for S Corps. Their arsenal is now fully locked and loaded with everything from commonsense tools to obscure memos. We will explore key court cases, IRS guidelines, preparer penalties, and some of the obscure weapons the IRS ...
FREE Webinar: Reasonable Compensation for S CorpsMeals, Mileage & Mayhem: Navigating Business Deductions
1 IRS CE/CTEC/NASBA CPE*
This program examines the federal income tax treatment of travel and meal expenses incurred in carrying on a trade or business. Participants review the requirement that such expenses be ordinary, necessary, and reasonable, and analyze changes to the underlying rules under Internal Revenue Code § 274, including changes made under OB3. ...
Meals, Mileage & Mayhem: Navigating Business DeductionsWho Gets the Income? Assignment Issues in S Corporations
1 IRS CE/CTEC/NASBA CPE*
This program examines the federal income tax assignment-of-income doctrine and its application to individuals and closely held corporations. Participants review the §61 gross-income foundation and the judicial rule that service income is taxed to the person who earns it, the two-element control test for taxing service income to a corporation, and ...
Who Gets the Income? Assignment Issues in S CorporationsThe 2% Problem: S Corp Fringe Benefits
2 IRS CE/CTEC/NASBA CPE*
Fringe benefits for more-than 2% shareholders of S corporations can be a challenge for tax professionals because the federal tax treatment may be different from the rules for their rank-and-file employees. Mistakes in benefit classification, payroll reporting, shareholder compensation, or corporate deductibility can create compliance issues for ...
The 2% Problem: S Corp Fringe BenefitsTax 101: Education Tax Benefits, Calculations and Due Diligence (Part 4 of 7)
2 IRS CE/CTEC/NASBA CPE*
As of writing, there are two types of tax credits available for higher education: American Opportunity Tax Credit and Lifetime Learning Credit. This program will look at the requirements of both, including common issues, and how to calculate them.
Tax 101: Education Tax Benefits, Calculations and Due Diligence (Part 4 of 7)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?
