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
Intro to Partnerships
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!
Intro to PartnershipsGrantor Trusts: Up Close and Personal
1 IRS & 1 NASBA CPE
A somewhat deeper dive into trust features, especially future interests and Crummey powers. We also return to the gift tax to discuss the annual exclusion in light of clearer knowledge of trusts.
Grantor Trusts: Up Close and PersonalA Matter of Succession: Intro to Trusts
1 IRS & 1 NASBA CPE
This is a general overview of trusts intended to clarify terminology, features of trusts, types of interests in a trust, roles, and how these all fit together.
A Matter of Succession: Intro to TrustsBest Practices for Substantiating Deductions and Proving Entitlement to Losses
(2) Free NY & NJ CLE, CPE and IRS CE
We will review the rules related to the substantiation of expenses and deduction of losses including, Section 162, Section 183, Section 274, Section 170, Taxation of Performing Artists and US Tax Court Exam Preparation.
Best Practices for Substantiating Deductions and Proving Entitlement to LossesGetting Your Values Together: A Gift Tax Primer
2 IRS & 2 NASBA CPE
This webinar is part of Tax Practice Pro's month of Trusts and Estates!
Getting Your Values Together: A Gift Tax PrimerIntro to Transfer Taxes and Terminology
1 IRS CE
This webinar is a high-level overview of the gross estate and completed gifts, highlighting the intersection between estate inclusion and income tax issues.
Intro to Transfer Taxes and TerminologyIntroduction to International Tax Treaties
No CE
This webinar was previously recorded in the fall of 2021 and still offers relevant information that is Not valid for IRS CE credit.
Introduction to International Tax TreatiesTax Audit and Representation Series
32 IRS/32 NASBA CPE Credits Available
Tax Practice Pro’s IRS Representation & Controversy Webinar Series provides tax professionals with on-demand, IRS/NASBA CE-approved training on Forms 2848 and 8821, penalty abatement, audits, collections, transcript analysis, Tax Court procedures, ERC exams, passport revocation issues, FOIA requests, and practical IRS defense strategies.
Tax Audit and Representation SeriesRetirement Enhancement (Secure) 2.0 Act of 2022
2 IRS CE
We will summarize the tax implications for the tax season that is upon us and tax seasons in the future. This will include forms and guidance released by the IRS since the last update and the new tax items in the Omnibus Spending Bill signed on 12/24.
Retirement Enhancement (Secure) 2.0 Act of 2022Frequently 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?
