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
Self-Employment Tax with LLCs and S Corporations
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 ...
Self-Employment Tax with LLCs and S CorporationsGuaranteed Payments for Partners
2 IRS CE/CTEC/NASBA CPE*
In a partnership, some partners may be active participants, while others may invest in the entity to provide working capital to finance partnership operations. To compensate them for their efforts, the partnership can pay them guaranteed payments. This webinar will explore the tax ramifications of guaranteed payments, both for the partners and the partnership.
Guaranteed Payments for PartnersThe IRS Independent Office of Appeals
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.
The IRS Independent Office of AppealsForm 1042-S: Payments, Reconciliation, and Fixing the Mess
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.
Form 1042-S: Payments, Reconciliation, and Fixing the MessPartnerships & LLCs: Closing & Dissolution
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 ...
Partnerships & LLCs: Closing & DissolutionCalifornia Tax Update 2026 - 5 Hour Webinar
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.
California Tax Update 2026 - 5 Hour WebinarUsing AI to Design Unique Tax Plans & Savings Opportunities
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.
Using AI to Design Unique Tax Plans & Savings OpportunitiesDigital Assets: Basic Crypto
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 ...
Digital Assets: Basic CryptoDigital Assets: Advanced Crypto
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 ...
Digital Assets: Advanced Crypto
On-Demand Webinars
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 ComplianceNot 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 AnywaySimple 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 Form 706 Unlocked: Keep Your Estate Plans Portability-Proofed
2 IRS CE/CTEC/NASBA CPE*
This course provides a detailed overview of Form 706 –United States Estate (and Generation-Skipping Transfer) Tax Return, a critical filing for estate tax compliance and planning. The program highlights the importance of making the portability election, which allows a surviving spouse to utilize the deceased spouse’s unused estate tax exclusion amount (DSUE).
Form 706 Unlocked: Keep Your Estate Plans Portability-ProofedFinding 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 TrustK-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 ApplicationDecedent 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 - 2026Form 1041, Line by Line - 4 CE
4 IRS CE/CTEC/NASBA CPE*
Form 1041 can be intimidating for tax professionals who do not prepare fiduciary income tax returns every day. This practical program is designed for EAs, CPAs, and small firm tax professionals who need a clear, basic, line by line approach to fiduciary income tax preparation.
Form 1041, Line by Line - 4 CEFrequently 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?
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If I miss one of the live webinars, is there a way to receive a recording later?
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