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*Self-Study recording not available for NASBA CPE credit.
IRS Program #: TBD
CTEC Course #: TBD

Andrea MacDonald, CPA is a currently practicing accountant with over 20 years of experience. Her firm, Steadfast Bookkeeping, provides accounting, tax, and advisory services to small and medium sized businesses in the home services, professional services, and creatives industries.In 2013, Andrea founded Pro Tax & Accounting. Ten years later, in May 2023, she acquired Steadfast Bookkeeping and merged the two firms into one. In February 2024, a third firm merged into the mix. As Steadfast’s CEO, Andrea is responsible for the firm’s vision, mission, and strategic direction.Andrea has led sessions at several conferences, with topics ranging from changing your pricing model, to firm acquisition, to providing niche specific services. She leads a weekly training session that covers varying topics related to the intersection of accounting and taxes, and she offers a mentorship for "newbie" bookkeepers, teaching technical accounting skills.You can connect with Andrea on LinkedIn, where she regularly posts insights and updates. To work with Steadfast Bookkeeping, head over to the firm’s website.
1 IRS CE / 1 CTEC credit/ 1 NASBA CPE*
Learn practical strategies for tax professionals to help clients manage unexpected balance dues, file on time, set up effective payment plans, and navigate Offers in Compromise and hardship scenarios.
1 IRS CE/CTEC/NASBA CPE
Tax Year 2025 introduces a major compliance shift for refundable credits under the One Big Beautiful Bill Act (OBBBA): work-authorized SSN status becomes a gatekeeper issue for the claiming taxpayer—not just the child.
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Stay current on Employee Retention Credit updates, settlement and voluntary disclosure programs, and criminal tax case studies, while exploring pro bono opportunities with NYCLA, ABA Tax Court, and low-income tax clinics.
Varies
EMPLOYMENT TAX CONTROVERSIES – PART I EMPLOYMENT TAX CONTROVERSIES – PART II
2 IRS CE/2 CTEC/2 NASBA CPE
Learn how to correct common IRA errors, including overcontributions, missed RMDs, early distributions, rollovers, and prohibited transactions, while navigating SECURE 2.0 updates to minimize or avoid excise taxes.
2 IRS/2 CTEC/NASBA CPE Available
This three-part Research Methodologies course teaches tax professionals to become research-literate, with hands-on exercises and expert guidance on using AI for tax work, review, and cybersecurity best practices.
2 IRS Ethics CE
This comprehensive course equips tax professionals to master IRC §6695(g) due diligence requirements, avoid IRS penalties, and confidently handle EITC, CTC, AOTC, and HOH claims with practical tools, case studies, and compliance strategies.
2 IRS CE/2 CTEC/2 NASBA CPE
This webinar teaches tax professionals how to accurately report and record C Corporation sales or dissolutions, navigate compliance risks, plan tax-efficient distributions, and prepare complete final returns and balance sheets for shareholders.
2 IRS CE/2 CTEC/2 NASBA CPE
This program guides tax professionals through accurate and compliant preparation of Form 1120 for C corporations, covering TCJA rules, OBBBA updates, Schedules M-1 and M-2, and common high-risk tax issues like shareholder contributions, inventory, and retained earnings.