
This program instructs tax practitioners in how to identify and address ethical issues that arise when representing small business clients. Using a fictional case study based on the Bailey Building & Loan from It's a Wonderful Life, participants examine conflicts of interest, due diligence obligations, and standards for preparing and signing tax returns under Circular 230.
"Our best deal is always to become a monthly subscriber"
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*Self-Study recording not available for NASBA CPE credit.
IRS Program #: 7Q3WU-E-00880-26CTEC Course #: 6248-CE-00228

John began his tax career in 1987 and passed the IRS Special Enrollment Exam in 1995. A National Tax Practice Institute fellow and SUNY Oswego graduate, he specializes in taxation for non-resident aliens, U.S. citizens living abroad, S corps, legal marijuana businesses, and cryptocurrency.
John is passionate about giving back to the profession. Every year on Giving Tuesday, Tax Practice Pro offers a free ethics webinar, and its weekly Tax Update webinars keep tax professionals informed on the latest developments. These programs combine practical guidance, strategies, and insights to help practitioners work smarter, faster, and with confidence.
Whether you’re just starting your career or expanding an established practice, Tax Practice Pro and John Sheeley, EA provide the education, coaching, and community support tax professionals need to succeed.
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This webinar is available online only. 3 Free Ethics Credits
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 instructs tax practitioners in how to identify and address ethical issues that arise when representing small business clients. Using a fictional case study based on the Bailey Building & Loan from It's a Wonderful Life, participants examine conflicts of interest, due diligence obligations, and standards for preparing and signing tax returns under Circular 230.
1 IRS CE/1 CTEC CE/1 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
2 IRS CE/2 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
2 IRS CE/2 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Varies
A comprehensive, practice-focused series covering the most important federal tax developments affecting trusts, estates, and high-net-worth planning in 2025.
1 IRS CE/1 CTEC CE/1 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
2 IRS CE/2 CTEC CE/2 NASBA CPE*
Join us for a Hands-On Walkthrough of Form 1120S. "Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
2 IRS CE/2 CTEC CE/2 NASBA CPE*
Join us for a Hands-On Walkthrough of Form 1065. "Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
2 IRS CE/2 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
4 Free NY & NJ CLE, CPE and 4 IRS CE/4 NASBA CPE Credits
This detailed program explores the unique tax challenges and considerations faced by entertainers, performers, and influencers. It covers the complexities of income reporting, expense deductions, and compliance issues specific to individuals in the entertainment and social media industries. The program shows how to correctly categorize income, distinguish between business and personal expenses, and apply IRS guidelines to ensure accurate tax reporting. The program also examines recent legal cases, IRS audits, and common pitfalls in the taxation of entertainers and influencers. Lastly, the program provides case studies, and practical examples, to equip tax professionals with the knowledge needed to navigate the intricacies of taxation in the entertainment sector effectively.