A Modern Way for Tax Pros to Earn CE & CPE

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.

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.

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.

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.

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.

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.

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.

4 IRS CE/CTEC/NASBA CPE*

"Our best deal is always to become a monthly subscriber"

2 IRS CE/CTEC/NASBA CPE*

A client dies and the practitioner inherits a sequence of decisions: what income belongs on the final 1040 versus the estate's 1041, who signs each return, what basis applies, whether to elect a fiscal year, whether to combine a revocable trust with the estate under §645, whether to file a 706 just to preserve portability. Mistakes are often uncorrectable — losses that die with the decedent, a missed §691(c) deduction, an IRD item on the wrong return, a closed portability election.