Get year-round support from tax professionals through live and on-demand webinars, delivering personalized answers, practical strategies, and actionable insights.
2 IRS CE/CTEC/NASBA CPE*
This webinar will help tax professionals determine whether partnership flow-through income and payments to partners should be subject to self- employment (SE) tax. Additionally, we will cover recent court ...
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This webinar is available for Virtual (Online) or LIVE In-Person attendance. The LIVE class will be held at: Bergen Community College in the Ciarco Learning Center 355 Mian Street, Room 102/103 Hackensack, NJ Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
2 IRS CE/CTEC/NASBA CPE*
This program focuses on the practical side of Form 1042 compliance: how withholding, deposits, and reporting are supposed to work—and what to do when they don’t. Participants will review the framework under IRC §§1441–1443, including the role of the withholding agent and the relationship between Forms 1042 and 1042-S.
2 IRS CE/CTEC/NASBA CPE*
Partnership Closing, Dissolution and Balance Sheet Accurately report and record the sale or dissolution of partnership or LLC entities for tax, basis and possible partner pass- through profits or losses from the sale or dissolution. Learn the minimum and maximum requirements for reporting business entity sales or dissolutions and ...
5 CTEC/CPE* NO IRS CE
This presentation will review 2026 California tax changes for individual and business, including new California tax legislation and federal tax conformity issues related to IRS guidance for OBBBA and other federal tax law changes. We'll also cover new California business tax credits, PTET, other individual available credits, California Disaster Loss rules for tax, and other California compliance matters.
NO IRS or CTEC, NASBA CPE Only*
AI can do much more than summarize tax law or draft client communications; it can help tax professionals identify planning opportunities hidden within a client’s financial and tax data. This course explores practical ways to use AI to analyze client situations, generate and evaluate tax strategies, and develop more personalized tax planning recommendations while maintaining professional judgment, privacy, and appropriate oversight.
2 IRS CE/CTEC/NASBA CPE*
Digital assets have evolved from a niche investment to a mainstream asset class encountered by tax practitioners, business advisors, and individual taxpayers. This introductory-level webinar is designed to provide CPAs, tax professionals, enrolled agents, and financial advisors with a practical understanding of cryptocurrency and digital assets, including how blockchain technology works, common digital asset transactions, and the federal income tax implications associated with ownership and ...
2 IRS CE/CTEC/NASBA CPE*
Digital assets have become increasingly sophisticated, creating significant tax compliance, reporting, and advisory challenges for practitioners. This advanced-level webinar is designed for experienced tax professionals who already possess a foundational understanding of cryptocurrency and blockchain technology and are seeking a deeper understanding of complex digital asset transactions and emerging ...
2 IRS CE/CTEC/NASBA CPE*
A Written Information Security Plan (WISP) shouldn’t be a document created simply to satisfy a compliance requirement and then forgotten. This course walks tax professionals through the process of developing a practical data security plan that identifies risks, establishes safeguards, assigns responsibilities, and can actually be implemented within a tax practice.
2 IRS CE/CTEC/NASBA CPE*
This course provides EAs, CPAs, and small firm tax professionals with a practical overview of Trump Accounts and their use in client planning. Participants will review eligibility requirements, contribution rules, tax treatment, and reporting considerations in a clear, practice-focused format.
2 IRS CE/CTEC/NASBA CPE*
This course provides tax professionals with an in-depth exploration of the complexities of Schedule K-1 (Form 1120-S), focusing on Box 17 and its extensive list of codes. While many K-1 entries are straightforward, Box 17 often contains nuanced information that requires careful interpretation to ensure accurate reporting on individual returns. ...
2 IRS CE/CTEC/NASBA CPE*
This course provides tax professionals with an in-depth exploration of the complexities of Schedule K-1 (Form 1065), focusing on Box 20 and its extensive list of codes. While many K-1 entries are straightforward, Box 20 often contains nuanced information that requires careful interpretation to ensure accurate reporting on individual returns. ...
2 IRS CE/CTEC/NASBA CPE*
This course provides an in-depth exploration of Publicly Traded Partnerships (PTPs), a unique investment vehicle that combines characteristics of both partnerships and publicly traded securities. For those who think they have no exposure to these, you are exactly who needs to take this course! ...
2 IRS CE/CTEC/NASBA CPE*
This presentation covers critical tax planning moves related to timing of PTET payments to maximize tax savings. Also tax planning and solutions for taxpayers which may need to change entities to take advantage of PTET elections. And analysis of PTET tax savings opportunities for "large taxable events"...
2 IRS CE/CTEC/NASBA CPE*
This course equips tax professionals with practical strategies to uncover hidden opportunities for client savings and avoid costly mistakes. Through real-world case studies, participants will learn how to identify overlooked deductions, optimize refundable credits, and leverage elections under the Internal Revenue Code to minimize tax liability.
2 IRS CE/CTEC/NASBA CPE*
This Program examines tax research and documentation by covering primary and secondary authorities, levels of authority, research methodology, the IRAC framework, search techniques, authority evaluation, and communication of research results. Participants will explore tax planning and compliance research, documentation practices, and a case study illustrating research, analysis, recommendations, and reporting.
2 IRS CE/CTEC/NASBA CPE*
This 2nd program in the Tax 101 series will look at the Schedule C, line by line, and review common snarls and practitioner issues when it comes to completing accurate Schedule Cs.
1 IRS CE/CTEC/NASBA CPE*
This program teaches tax professionals how to identify and remediate U.S. tax compliance issues when an offshore business unknowingly creates a U.S. branch or taxable presence. Using a real UK company case study, the program addresses federal payroll obligations, Form 1120-F filing, local nexus, voluntary disclosure, entity classification, banking challenges, and related penalty exposure.