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
Don’t Leave Clients’ Money on the Table: Maximize Tax Savings for Individual and Small Business Clients
2 IRS CE/CTEC/NASBA CPE*
This course equips tax professionals with practical strategies to uncover hidden opportunities for client savings and avoid costly mistakes. Through real-world case studies, participants will learn how to identify overlooked deductions, optimize refundable credits, and leverage elections under the Internal Revenue Code to minimize tax liability.
Don’t Leave Clients’ Money on the Table: Maximize Tax Savings for Individual and Small Business ClientsSALT-y About the Cap? Meet PTET
2 IRS CE/CTEC/NASBA CPE*
This presentation covers critical tax planning moves related to timing of PTET payments to maximize tax savings. Also tax planning and solutions for taxpayers which may need to change entities to take advantage of PTET elections. And analysis of PTET tax savings opportunities for "large taxable events"...
SALT-y About the Cap? Meet PTETPesky Publicly Traded Partnerships
2 IRS CE/CTEC/NASBA CPE*
This course provides an in-depth exploration of Publicly Traded Partnerships (PTPs), a unique investment vehicle that combines characteristics of both partnerships and publicly traded securities. For those who think they have no exposure to these, you are exactly who needs to take this course! ...
Pesky Publicly Traded PartnershipsK-1 Confusion? Let’s Partner Up and Fix That
2 IRS CE/CTEC/NASBA CPE*
This course provides tax professionals with an in-depth exploration of the complexities of Schedule K-1 (Form 1065), focusing on Box 20 and its extensive list of codes. While many K-1 entries are straightforward, Box 20 often contains nuanced information that requires careful interpretation to ensure accurate reporting on individual returns. ...
K-1 Confusion? Let’s Partner Up and Fix ThatCracking the S Corp Code: K-1s Made Clear
2 IRS CE/CTEC/NASBA CPE*
This course provides tax professionals with an in-depth exploration of the complexities of Schedule K-1 (Form 1120-S), focusing on Box 17 and its extensive list of codes. While many K-1 entries are straightforward, Box 17 often contains nuanced information that requires careful interpretation to ensure accurate reporting on individual returns. ...
Cracking the S Corp Code: K-1s Made ClearThe Art of the Tax Deal: Trump Accounts Edition
2 IRS CE/CTEC/NASBA CPE*
This course provides EAs, CPAs, and small firm tax professionals with a practical overview of Trump Accounts and their use in client planning. Participants will review eligibility requirements, contribution rules, tax treatment, and reporting considerations in a clear, practice-focused format.
The Art of the Tax Deal: Trump Accounts EditionIRS Collections, Collection Alternatives, CDP, and Understanding IRS Notices - Part I
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.
IRS Collections, Collection Alternatives, CDP, and Understanding IRS Notices - Part IThe Modern Tax Planner: Using AI to Model Tax Outcomes on Investment Activity
2 IRS CE/CTEC/NASBA CPE*
This 2-hour Federal Tax Program teaches tax professionals how to use artificial intelligence as a structured research, modeling, and review tool for investment-related tax issues. The Program focuses on capital gains and losses, holding periods, wash sales, basis reporting, tax-loss harvesting, qualified dividends, mutual fund and ETF distributions, digital assets, Net Investment Income Tax, and selected advanced investment transactions. ...
The Modern Tax Planner: Using AI to Model Tax Outcomes on Investment ActivityRelated Parties: Because the IRS Knows Your Cousin Too
1 IRS CE/CTEC/NASBA CPE*
This program provides tax pros with an in-depth understanding of related party rules and their significant impact on federal income tax implications. The IRC course offers a detailed exploration of IRC §267’s core definition of “related parties” and its applications, crucial for effective tax planning and compliance. ...
Related Parties: Because the IRS Knows Your Cousin Too
On-Demand Webinars
Federal Tax Update 2024 - Business
3 IRS CE/3 NASBA CPE*
Federal Tax Update 2024 - Business
Federal Tax Update 2024 - BusinessEmployment Tax Controversies, Including Worker Classification and TFRP
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.
Employment Tax Controversies, Including Worker Classification and TFRPFederal Tax Update 2024 - Individuals
3 IRS CE/3 NASBA CPE*
Tax season waits for no one—and staying updated is key to serving your clients with confidence. During the Federal Individual Tax Update 2024, we’ll unpack the latest changes in federal tax law, IRS guidance, and must-know strategies for this filing season.
Federal Tax Update 2024 - Individuals2023 & 2024 Federal Tax Updates Series
Varies
Tax Practice Pro’s 2023 & 2024 Federal Tax Updates Series provides tax professionals with in-depth analysis of recent federal tax law changes, IRS guidance, and compliance updates impacting individuals, businesses, trusts, and estates.
2023 & 2024 Federal Tax Updates SeriesVulnerable Voices: Ethical Duties When Clients Can’t Speak for Themselves (ethics)
2 IRS CE Ethics/ 2 NASBA CPE Field of Study TAXES credits**
Tax professionals often work with clients who may be unable to advocate for themselves due to age, disability, financial exploitation, or undue influence. This course provides a practical and ethical framework for identifying and addressing these challenges while ensuring compliance with Circular 230, IRC §7216, and other legal and professional standards. Participants will learn how to recognize red flags, implement safeguards, and fulfill their ethical responsibilities when working with vulnerable clients. This course is designed for practitioners at the intermediate level, with a focus on re
Vulnerable Voices: Ethical Duties When Clients Can’t Speak for Themselves (ethics)Adding an Effective Client Interview to your Workflow
2 IRS CE/2 NASBA CPE*
This program focuses on enhancing client communication to improve the accuracy and compliance of tax return preparation. The course will highlight common pitfalls arising from insufficient communication, explore methods to streamline the client interview process, and provide tools for creating an elective interview questionnaire. Participants will learn how to evolve their processes in line with changing tax laws and client needs, ensuring that critical information is captured upfront.
Adding an Effective Client Interview to your WorkflowAI Integration for Tax Professionals Series
6 IRS CE/6 NASBA CPE*
This three-part series is designed to help tax professionals understand and leverage the power of Artificial Intelligence (A.I.) in their practice. Through engaging and practical webinars, participants gain a strong foundation in A.I. technology.
AI Integration for Tax Professionals SeriesBattening Down the Hatches for the 2025 Tax Season
2 IRS CE/2 NASBA CPE*
Some firms can find themselves in hot water because they don’t have enough good habits or infrastructure built into their practice. Like other disciplines in our lives, if we fail to prepare and build healthy habits many of us fall right back into bad ones. Education and preparation are step #1, the crux of the matter is creating a system that replaces our default so in those moments of stress and vulnerability we can lean into our procedures and policies to protect us.
Battening Down the Hatches for the 2025 Tax SeasonFrequently 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?
