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
Billy Joel & IRC 368(a)(f) NO CE
2 IRS CE/2 NASBA CPE
IRC 368 remains one of the unsung, often unused code sections which can help business reduce their tax liability. This program explains the 7 tax-free reorganizations available to be businesses under IRC 368 with a focus on subsection (F).
Billy Joel & IRC 368(a)(f) NO CEIndividual & Business 2023 Mid-Year Tax Update
2 IRS CE/2 NASBA CPE*
Join us for this fast-paced, must-attend two-hour overview where you will receive the latest information and guidance that has transpired, we were conquering tax season and then recovering.
Individual & Business 2023 Mid-Year Tax UpdateTaxation of Investment Income Mini-Series
Varies
This 8 IRS CE credit Investment Taxation Miniseries equips tax professionals with advanced guidance on reporting stock and mutual fund sales, dividends, DRIPs, employee stock options, investment interest deductions, trader vs. investor status, basis calculations, bond taxation (including OID and tax-exempt bonds), capital gain netting, and cryptocurrency transactions.
Taxation of Investment Income Mini-SeriesS-Corp - Pen to Paper Preparation of Form 1120-S and related forms
3 IRS & 3 NASBA CPE
This webinar is part of Tax Practice Pro's month of "Partly Partnerships with a Share of S-Corps" series!
S-Corp - Pen to Paper Preparation of Form 1120-S and related formsEverything S-Corp!
2 IRS & 2 NASBA CPE
This webinar is part of Tax Practice Pro's month of "Partly Partnerships with a Share of S-Corps" series!
Everything S-Corp!Importance of a Partnership Agreement under BBA
1 IRS & 1 NASBA CPE
This webinar is part of Tax Practice Pro's month of "Partly Partnerships with a Share of S-Corps" series!
Importance of a Partnership Agreement under BBAHot Assets: IRC Section 751
2 IRS CE
This webinar is part of Tax Practice Pro's month of "Partly Partnerships with a Share of S-Corps" series!
Hot Assets: IRC Section 751International Domestic Tax Controversy Update - 2023
NO CE
An expert panel of criminal tax attorneys, current IRS criminal investigation personnel and a former CI employee take the attendees through current topics in criminal tax enforcement. These include an overview of the “J5”, a discussion on illegal income and money laundering, an update to Digital Asset and Crypto crimes; Covid frauds and the current Dirty Dozen list. After some case study presentations, the panel discusses how CI investigates crimes, and what some of the “dos and don’ts” are for tax practitioners facing involvement in a CI case.
International Domestic Tax Controversy Update - 2023International Controversy Update - Civil and Criminal 2023
No CE
This panel of IRS employees, tax professionals and attorneys explore both Farhy v. Commissioner and Bittner v. Commissioner. Also, the panel explores recent changes in at the IRS Independent Office of Appeals including their obligation to produce evidence in a 6751(b) penalty appeal and a recent policy change which denies admission of new evidence that the Service wasn’t previously provided with prior to the appeal.
International Controversy Update - Civil and Criminal 2023Frequently 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?
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