A Modern Way for Tax Pros to Earn CE & CPE

2 IRS CE/2 CTEC/2 NASBA CPE

An overview of Section 1202 Qualified Small Business Stock (QSBS) rules, highlighting federal capital gains exclusions, eligibility requirements, and key updates under the One, Big, Beautiful Bill.

No CE Offered

Join John Sheeley, EA for a recap of tax industry events which occurred this week.

An overview of California’s SB 711 Conformity Expansion, explaining how the law aligns state tax provisions with federal changes and what it means for businesses and taxpayers.

2 IRS CE/2 CTEC/2 NASBA CPE

An overview of the 2025 updates to R&D tax credits, covering new IRS forms, revised compliance requirements, and emerging risks businesses need to understand before claiming the credit.

2 IRS CE Ethics/2 CTEC Ethics/2 NASBA CPE Ethics**

Join John Sheeley, EA and Tax Practice Pro for our annual FREE ethics program — a tradition designed to give back to the tax community every Giving Tuesday. This year’s program takes a fun, insightful journey through the ethical challenges of using artificial intelligence in modern tax practice, inspired by the classic “Bill & Ted” films.

No IRS or CTEC Credit. Only NASBA CPE (2)

A breakdown of the OBBBA workflow overhaul, explaining new pay stub requirements, updated tip and overtime tracking rules, and key changes to tax organizers and compliance processes.

NASBA CPE Field of Study: Business Management & Organization NO IRS/NO CTEC

An analysis of whether the solopreneur model remains viable for solo tax professionals, exploring entity structure, self-employment tax exposure, liability considerations, scalability, and long-term tax planning strategy.

1 IRS/1 CTEC/1 NASBA CPE

A practical overview of using AI for tax research, including benefits, limitations, compliance risks, and best practices for accuracy, documentation, and professional responsibility.

No CE Offered

Join John Sheeley, EA for a recap of tax industry events which occurred this week.