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
Legacy Matters: Navigating the Death of a Shareholder
2 IRS CE/CTEC/NASBA CPE*
Specific compliance matters may have serious tax consequences for S corporation status and phantom taxable income exposure for the family and heirs of the deceased shareholder. Step up basis for S corporations and C corporations is handled substantially differently than for partnerships or ...
Legacy Matters: Navigating the Death of a Shareholder Another Exciting AI Class with John: Title TBA
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Another Exciting AI Class with John: Title TBAS is for Splitting: The Guide to S Corp Dissolution
2 IRS CE/CTEC/NASBA CPE*
Accurately report and record the sale or dissolution of an S corporation for tax, basis and possible shareholder pass- through profits or losses from the sale or dissolution. Learn the minimum and maximum requirements for reporting business entity sales or dissolutions and possible tax preparer exposure for compliance or shareholder disagreements. Tax planning strategies ...
S is for Splitting: The Guide to S Corp DissolutionBusiness Retirement Bliss: Strategies for a Smooth Transition
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Business Retirement Bliss: Strategies for a Smooth TransitionFederal Tax Update: Individual Deductions (for 2026 CTEC Deadline)
3 IRS CE/CTEC/NASBA CPE*
This course satisfies the requirement for CTEC 2026 renewal. This Federal tax update will focus on deductions reported on 2 schedules of the Form 1040. Schedule 1-A and Schedule A. Schedule 1-A: Additional Deductions. We will go over the latest guidance and best practices for helping our clients take full advantage of No Tax on ...
Federal Tax Update: Individual Deductions (for 2026 CTEC Deadline)FIRPTA Gone Wrong: Misapplied Payments and Practitioner Response
2 IRS CE/CTEC/NASBA CPE*
This program focuses on how practitioners respond when FIRPTA withholding goes wrong. Participants will review the core framework under IRC §1445, including withholding requirements, reporting obligations, and the roles of the parties involved in a transaction. The emphasis, however, is on real-world problems: identifying misapplied or missing payments, understanding why these issues occur, and determining how to fix them.
FIRPTA Gone Wrong: Misapplied Payments and Practitioner ResponseFREE Webinar: What About Partnerships?
2 IRS CE/CTEC/NASBA CPE*
This Program examines the partnership form of entity, including its advantages and disadvantages, formation under §721 and funding rules, partnership entity choices, operational considerations involving allocations and distributions, and key distinctions between partnerships, corporations, and S corporations. ...
FREE Webinar: What About Partnerships?Terrifying Tax Troubles: Circ 230 Ethics for 2026 CTEC Deadline
2 IRS CE/CTEC/NASBA CPE*
This course satisfies the requirement for CTEC 2026 renewal. This Program examines ethical situations tax professionals may encounter when working with clients. Participants will explore due diligence when onboarding new clients, competence and professional standards when addressing challenging tax situations, conflicts of interest ...
Terrifying Tax Troubles: Circ 230 Ethics for 2026 CTEC DeadlineForm 1065: Pen to Paper, Part 1 of 2
2 IRS CE/CTEC/NASBA CPE*
Part 1 of 2 Partnerships-Pen to paper Form 1065 tax preparation This session details preparing Form 1065 (Partnerships & LLCs filing as partnerships). Complete examples are provided for most common tax returns including basic K-2 & K-3 filing, common elections such as PTET, Section 754 step up, partner loans, contributions or buy out ...
Form 1065: Pen to Paper, Part 1 of 2
On-Demand Webinars
FREE Webinar - Bracketology: Winning the Tax Game for Moderate Income Clients
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
FREE Webinar - Bracketology: Winning the Tax Game for Moderate Income ClientsThe 250th Anniversary Tax Update: Mid-Year Developments for 2026
3 IRS CE/3 CTEC CE/3 NASBA CPE*
Don't Miss the Biggest Mid-Year Tax Update of 2026! This mid-year continuing education program provides updates on significant federal tax developments as of mid-2026. The program reviews enacted tax legislation, newly issued Treasury regulations, impactful federal tax court decisions, and relevant executive and administrative actions affecting tax compliance and practice. Special emphasis will be placed on continued implementation of the One Big Beautiful Bill.
The 250th Anniversary Tax Update: Mid-Year Developments for 2026Trust 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 ReviewNo Code, No Cry: Claude Cowork for Accounting and Tax Pros
2 NASBA CPE ONLY - NO IRS OR CTEC CPE*
This hands-on demonstration teaches accountants and tax preparers how to use Claude Cowork to build practical no-code applications. Participants will create an application that processes 12 months of client bank statements and categorizes transactions for tax return preparation. The course also demonstrates how AI tools can streamline accounting workflows and improve efficiency using natural language prompts.
No Code, No Cry: Claude Cowork for Accounting and Tax ProsReading the Trust Instrument - 2026
2 IRS CE/CTEC/NASBA CPE
Trust documents land on practitioners' desks for ordinary reasons: setting up a 1041, allocating DNI on K-1s, confirming grantor trust status, assessing a §2041 inclusion, or just identifying the right EIN. Misreading the instrument has consequences that run from a wrong taxpayer ID to a missed estate inclusion to advice that contradicts the document the client signed. The skill is unglamorous and rarely taught directly.
Reading the Trust Instrument - 2026Tax 101: Filing Status & Dependents (Part 1 of 7)
2 IRS CE/CTEC/NASBA CPE*
A filing status is an election made every year on your return, based on a person's marital status and/or relationship to dependents each year. This program will start with the requirements for each status as laid out in USC and review each of the five statuses.
Tax 101: Filing Status & Dependents (Part 1 of 7)Trust Accounting 2026
2 IRS CE/CTEC/NASBA CPE*
"Our best deal is always to become a monthly subscriber"
Trust Accounting 2026Mastering Charitable Remainder Trusts and Form 5227 Compliance
2 IRS CE/CTEC/NASBA CPE*
This course provides an in-depth overview of Charitable Remainder Trusts (CRTs), including the structure, benefits, taxation, and operational differences between Charitable Remainder Annuity Trusts (CRATs) and Charitable Remainder Unitrusts (CRUTs), as well as recent SECURE Act 2.0 changes affecting qualified charitable distributions.
Mastering Charitable Remainder Trusts and Form 5227 ComplianceFrequently 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?
