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
Decedent Estate and Final 1040 - 2026
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.
Decedent Estate and Final 1040 - 2026K-2/K-3 Reporting: Sourcing, 8865 Considerations, and Form 1116 Application
2 IRS CE/CTEC/NASBA CPE*
Schedules K-2 and K-3 were introduced to standardize international tax reporting, but for many practitioners, they created a new layer of complexity rather than clarity. The real challenge is not identifying that a K-2 or K-3 exists—it is understanding how to use the information correctly in return preparation. This program focuses on the practical application of K-2 and K-3 reporting, with an emphasis on sourcing of income, foreign tax credit implications, and integration into Form 1116.
K-2/K-3 Reporting: Sourcing, 8865 Considerations, and Form 1116 ApplicationFinding and Fixing Foreign Issues in a Domestic Trust
2 IRS CE/CTEC/NASBA CPE*
A trust the client and prior counsel have always treated as domestic can be a foreign trust under §7701(a)(30)(E) because of a single drafting choice or a routine succession event — a Canadian sister named as successor trustee, a removal-and-replace power held by a non-U.S. beneficiary, an automatic migration clause buried in an asset protection trust. Once the Court Test or Control Test fails and isn't cured within the 12-month window, the trust is foreign as of the day it failed, and the consequences run through throwback tax on UNI distributions, §1441 withholding exposure, and ...
Finding and Fixing Foreign Issues in a Domestic TrustForm 706 Unlocked: Keep Your Estate Plans Portability-Proofed
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Form 706 Unlocked: Keep Your Estate Plans Portability-ProofedSimple vs. Complex Trusts, DNI and the Treatment of Capital Gains
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Simple vs. Complex Trusts, DNI and the Treatment of Capital Gains Not a CPA or EA? Here's How to Help Your Clients Anyway
1 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Not a CPA or EA? Here's How to Help Your Clients AnywayMastering Charitable Remainder Trusts and Form 5227 Compliance
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Mastering Charitable Remainder Trusts and Form 5227 ComplianceTrust Me, But Verify: Build an AI Notebook for Trust Instrument Review
2 IRS CE/CTEC/NASBA CPE*
This program instructs tax professionals how to use a source-grounded AI notebook to review trust instruments for federal tax filing issues.
Trust Me, But Verify: Build an AI Notebook for Trust Instrument Review
On-Demand Webinars
Schedule C Refresher
1 IRS CE/1 NASBA CPE*
This webinar will touch obliquely on items such as sale of business property, depreciation recapture, and office in home expenses. Those topics will not be covered in-depth.
Schedule C RefresherFootloose: What do those standard K-1 footnotes tell us?
1 IRS CE/1 NASBA CPE*
This session will discuss the reporting obligations disclosed in footnotes to Schedules K-1 and K-3.
Footloose: What do those standard K-1 footnotes tell us?Form 926 Confusion
1 IRS CE/1 NASBA CPE*
This session will discuss the tax implications of transferring property to foreign corporations.
Form 926 ConfusionBuilding Bundles: Crafting the Ideal Service Packages
1 NASBA CPE
"Building Bundles" is John Sheeley, EA’s third and pivotal installment in our series, designed to comprehensively address the composition of service packages in tax practices.
Building Bundles: Crafting the Ideal Service PackagesBuilding Bundles: Crafting the Ideal
1 NASBA CPE
This course intricately builds upon the foundational financial understanding from "Getting Even" and the strategic insights from "Packaging for Your Profits: Optimizing Service Offerings". Both courses are recommended prerequisites to ensure a deep and effective engagement with the content of "Building Bundles".
Building Bundles: Crafting the IdealWeird Science: Ethics & the Misuse of AI in the Tax Practice (2 FREE IRS Ethics CE)
2 Ethics CE
The rapid advancement of artificial intelligence (AI) has significant implications for the tax profession. As a tax professional, it is essential to understand both the benefits and ethical challenges associated with the use of AI in tax practice. This continuing education course aims to provide tax practitioners with a comprehensive understanding of the ethical considerations and potential misuse of AI in the tax field.
Weird Science: Ethics & the Misuse of AI in the Tax Practice (2 FREE IRS Ethics CE)Real Estate Issues for the International Taxpayer
1 IRS CE
This webinar was previously recorded in fall of 2021 and still offers relevant information that qualifies for 1 IRS CE credit.
Real Estate Issues for the International TaxpayerPractical Guide to WRITING Your Required Data Security Plan (aka WISP)
1 IRS CE/1 NASBA CPE
After attending this webinar you will understand the requirement for a Data Security Plan and the need to protect your client data by employing various backup strategies. This course offers templates so you can create your own Data Security Plan in less than 2 hours.
Practical Guide to WRITING Your Required Data Security Plan (aka WISP)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?
