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
This 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)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 TaxesPractical Uses of IRS Online Tools and Transcripts
2 IRS CE/CTEC/NASBA CPE*
This course provides tax professionals with a practical overview of the IRS’s expanding suite of digital tools and how to leverage them effectively in client service.
Practical Uses of IRS Online Tools and TranscriptsCase Studies in Complex Collections
2 IRS CE/CTEC/NASBA CPE*
This program teaches tax practitioners how to analyze and resolve complex IRS collection cases using real-world case studies. Participants will review fact patterns involving high-dollar liabilities, noncompliant taxpayers, multiple tax periods, and competing collection alternatives. The program focuses on applying the Internal Revenue Code, Treasury Regulations, and Internal Revenue Manual guidance to evaluate resolution strategies, including installment agreements, offers in compromise, currently not collectible status, and appeals rights.
Case Studies in Complex CollectionsFREE Webinar: The International Forms Every Tax Office Should Know Post OBBBA
2 IRS CE/ 2 CTEC/ 2 NASBA CPE*
This 100-minute program, presented by John Sheeley, EA, offers a comprehensive overview of essential IRS international tax forms. It is designed for tax professionals who may not specialize in international tax but need to recognize compliance issues for clients.
FREE Webinar: The International Forms Every Tax Office Should Know Post OBBBAFREE Webinar: Cleared for Takeoff: Resolving Passport Certifications
1 IRS CE/CTEC/NASBA CPE*
Tax debt doesn’t just trigger IRS collection action—it can also ground international travel. The IRS frequently certifies certain seriously delinquent tax debts to the Department of State, leading to passport denial, non-renewal, or even revocation.
FREE Webinar: Cleared for Takeoff: Resolving Passport CertificationsExamination Appeals 2026
2 IRS CE/CTEC/NASBA CPE*
The examiner won't move. The manager backed the examiner. The 30-day letter is on the table and the client is asking what happens next. Appeals is the next room, and the practitioners who get results there are the ones who understand what Appeals is actually doing — weighing hazards of litigation, not re-running the audit — and write the protest accordingly.
Examination Appeals 2026Claude Cowork & Agents for Accounting: An Introduction
1 NASBA CPE ONLY*
You've probably tried ChatGPT - but agents like Claude Cowork are now doing actual work in accounting firms. In this intro session, we're introducing agents, best practices in using & building them, live demos, and use cases for your firm.
Claude Cowork & Agents for Accounting: An IntroductionFREE Webinar: Types of Trusts and Corresponding Form 1041 Issues
2 IRS CE/CTEC/NASBA CPE*
Trust returns sit in an awkward place in most practices. Not frequent enough to be routine, complex enough that the errors compound, and the client usually doesn't know what kind of trust they have. The first job is classification — grantor or non-grantor, simple or complex, and which subset of either — because everything downstream on the 1041 follows from that answer.
FREE Webinar: Types of Trusts and Corresponding Form 1041 Issues
On-Demand Webinars
Scammed but Deductible? Chief Counsel Advice on Theft Losses from Scams
1 IRS CE/1 NASBA CPE*
Is Your Client’s Scam Loss Deductible? Find Out Now! The IRS has spoken! The latest IRS Chief Counsel Advice (CCA 202511015) clarifies when taxpayers can—and cannot—claim theft loss deductions under IRC § 165. Investment scams? Potentially deductible. Romance scams? No deduction allowed. As a tax pro, it's your job to classify losses correctly and maximize recovery options for your clients!
Scammed but Deductible? Chief Counsel Advice on Theft Losses from ScamsThe Role of Expert Witnesses in Tax Preparation and Tax Controversies
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
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 Role of Expert Witnesses in Tax Preparation and Tax ControversiesMarch Madness: Is this the FINAL BOI deadline?
1 IRS CE/1 NASBA CPE*
FinCEN Says March 21 is the Deadline... But Will It Stick? If you've been following the rollercoaster that is Beneficial Ownership Information (BOI) reporting, you know the rules have changed, delayed, and litigated their way into the compliance nightmares of tax professionals everywhere. But now, FinCEN has spoken: March 21, 2025, is the due date for most filers. With everything that's happened—court challenges, enforcement uncertainty, and plenty of taxpayer confusion—how confident are you that this will be the final deadline? More importantly, are your clients ready to comply?
March Madness: Is this the FINAL BOI deadline?Navigating Delinquent, Streamlined, and Voluntary Disclosure Programs: Ensuring Compliance and Avoiding Penalties
2 IRS CE/2 NASBA CPE*
The webinar covers the Streamlined Filing Compliance Procedures, including eligibility for U.S. and non-U.S. residents, reduced penalty structures, and risks of audit selection. The Delinquent International Information Return and FBAR Procedures will be explored, including reasonable cause statements and potential audit risks. Finally, the IRS Criminal Investigation Voluntary Disclosure Practice will be analyzed, focusing on mitigation strategies, penalties, and the risks of willful noncompliance. Only available for TPP unlimited CE subscribers.
Navigating Delinquent, Streamlined, and Voluntary Disclosure Programs: Ensuring Compliance and Avoiding PenaltiesSetting up MFA for Everything: A Practical How-to
1 IRS CE/1 NASBA CPE*
Join us for the second webinar in our "2025 Tax Office Cyber Security Series", designed to help accounting and tax firms enhance their security posture and protect their sensitive data. Don’t miss this opportunity to lay the groundwork for better security and peace of mind! The webinar is only available to monthly subscribers.
Setting up MFA for Everything: A Practical How-toBest Practices for Substantiating Deductions and Proving Entitlement to Losses – Part II
2 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
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.
Best Practices for Substantiating Deductions and Proving Entitlement to Losses – Part IINAVIGATING THE BBA PARTNERSHIP AUDIT REGIME: FROM RETURN PREPARATION TO LITIGATION
2 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
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.
NAVIGATING THE BBA PARTNERSHIP AUDIT REGIME: FROM RETURN PREPARATION TO LITIGATIONOregon Wants YOU! (Even If You Don’t Want Oregon)
NO CE AVAILABLE FOR THIS PROGRAM
A No-Nonsense Guide to Surviving Oregon’s Tax Preparer Licensing Requirements Are you a tax professional who’s never set foot in Oregon—but suddenly being told you need to register there? Welcome to the Beaver State’s latest regulatory surprise! If you touch a tax return that involves an Oregon filing, the state says you must be licensed—no matter where you live or work. This practical, step-by-step program walks you through the process, from understanding the law to acing the licensing exam. No CE credit, no whining—just clear guidance on how to comply and move on with your life.
Oregon Wants YOU! (Even If You Don’t Want Oregon)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?
