
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.
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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.
2 IRS CE/2 CTEC/2 NASBA CPE
This course provides tax professionals with practical guidance on C corporation compliance, tax planning, and savings strategies, covering shareholder loans, compensation, benefits, Section 1202 (QSBS) planning, S-corp conversions, and best practices to optimize tax outcomes while avoiding pitfalls.
4 Free NY & NJ CLE, CPE/NASBA CPE Credits
This webinar provides New Jersey tax professionals with updates on audits, tax controversies, CBT, GIT, SUT, collections strategies, SALT issues, and more.
1 NASBA/1Texas CPE
Join Kathryn in a review of the changes to New Jersey taxes this year. With the season opening up, this is a key time to make sure you have your states covered.
2 IRS CE
This webinar explains the 2026 federal disaster bill (H.R. 1491), covering extended refund claim deadlines, disaster-related tax postponements, suspended IRS collection letters, and implications for amended returns.
1 IRS CE/1 CTEC/1 NASBA CPE
This webinar covers IRS interest tracing rules, teaching tax professionals how to accurately determine deductible investment interest and avoid costly errors on client returns.
2 IRS/2 CTEC CE/2 NASBA
This webinar clarifies the Head of Household filing status, reviewing IRS requirements, common tricky scenarios, and the implications of incorrect claims for accurate tax reporting.
3 Free NY & NJ CLE, 3 CPE and 3 IRS CE/NASBA CPE Credits
This webinar helps tax professionals navigate IRS worker classification rules, covering independent contractor vs. employee distinctions, trust fund recovery penalties, Form SS-8 preparation, and strategies for representing both employers and employees, with opportunities for pro bono case involvement.
1 IRS CE/1 CTEC/1 NASBA CPE
This webinar explains how and when a taxpayer’s basis steps up, covering key rules, tax implications, and strategies for accurately reporting inherited or gifted assets.
2 IRS/2 CTEC/NASBA CPE Available
This webinar (Part 2 of a 3-part research methodology series) teaches tax professionals how to evaluate information effectively, assess the credibility of online and paid resources, apply Circular 230 standards for accuracy, and leverage AI tools and prompt engineering for reliable research outcomes.