
Join us for the first webinar in our "2025 Tax Office Cyber Security Series", designed to help accounting and tax firms enhance their security posture and protect their sensitive data. In this session, we’ll focus on the critical foundation of cybersecurity: creating accurate and comprehensive inventories of your hardware and software assets.
Why does this matter? Simply put, you can’t protect what you don’t know you have. Unmanaged or unknown devices and applications can create vulnerabilities, making it easier for cybercriminals to exploit your systems. Building an inventory is the first step toward identifying potential risks and ensuring all your systems are properly secured.
In this webinar, we’ll break down:
What asset inventories are and why they’re essential.
Learn why keeping track of your firm’s computers, servers, mobile devices, software, and cloud applications is a vital first step in cybersecurity.
Simple steps to get started.
Discover practical tips and tools to identify and document your hardware and software, even if you don’t have a technical background.
How this ties into broader cybersecurity practices.
Understand how maintaining accurate inventories helps you comply with best practices like the CIS Controls and prepares your firm for stronger defenses.
Whether you’re new to securing your data or just looking to refine your processes, this webinar is for you. We’ll provide straightforward guidance that’s easy to understand and implement, with a focus on practical outcomes for small to mid-sized accounting and tax firms. Don’t miss this opportunity to lay the groundwork for better security and peace of mind!
The webinar is only available to monthly subscribers.
"Our best deal is always to become a monthly subscriber"
*Self-Study recording not available for NASBA CPE credit.
IRS Course #7Q3WU-T-00704-25

Knox is an Enrolled Agent. He earned the privilege of representing taxpayers before the Internal Revenue Service passing a three-part comprehensive IRS test covering individual and business tax returns. Enrolled agent status is the highest credential the IRS awards .Knox is considered one of America's Tax Experts having taught practitioners all over the country. Knox’s areas of expertise include the taxation of clergy, cryptocurrency, cannabis, foreign earned income, estates (especially on the 1041 fiduciary return), S corporations, and trusts. His practice also includes tax resolution and he is a Fellow of the National Tax Practice Institute. In addition to his own practice, Knox most recently served as the Chief Tax Officer for Happy Tax (a national tax franchisor). He is also the Tax Director for cryptotaxprep.com, cryptotaxacademy.com, and cannabistaxacademy.com.
Working Group Membership: Legislative Implementation Working Group (CERCA, IRS, Department of Treasury)Digital Working Group (CERCA, IRS, Department of Treasury)Tax Working Group (Accounting Blockchain Coalition)
1 IRS CE/1 NASBA CPE*
Join us for the first webinar in our "2025 Tax Office Cyber Security Series", designed to help accounting and tax firms enhance their security posture and protect their sensitive data. In this session, we’ll focus on the critical foundation of cybersecurity: creating accurate and comprehensive inventories of your hardware and software assets. The webinar is only available to monthly subscribers.
1 IRS CE/1 NASBA CPE*
Join us for the second webinar in our "2025 Tax Office Cyber Security Series", designed to help accounting and tax firms enhance their security posture and protect their sensitive data. Don’t miss this opportunity to lay the groundwork for better security and peace of mind! The webinar is only available to monthly subscribers.
1 IRS CE/1 CTEC/1 NASBA CPE*
This webinar is only available to monthly subscribers. Join us for our third webinar in our "2025 Tax Office Cyber Security Series", designed to help accounting and tax firms enhance their security posture and protect their sensitive data.
2 IRS CE/2 NASBA CPE*
An essential guide to IRS Form 8858, explaining filing requirements, common pitfalls, and compliance strategies for U.S. taxpayers with foreign disregarded entities.
2 IRS CE/2 CTEC/2 NASBA CPE
A comprehensive guide to year-end tax planning strategies, highlighting key opportunities, deadlines, and actionable steps to optimize tax savings for individuals and businesses.
2 IRS CE/2 CTEC/2 NASBA CPE
A timely overview of cybersecurity best practices for tax professionals, focusing on protecting client data, preventing breaches, and ensuring compliance ahead of the 2026 filing season.
NASBA CPE credit only. No IRS or CTEC CE available.
Getting to "No"
NO IRS/CTEC CE Available
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit. NASBA Field of Study: Communications and Marketing NO IRS/CTEC CE Available
NO IRS/CTEC CE Available
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit. NASBA Field of Study: Communications and Marketing NO IRS/CTEC CE Available
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This webinar is available online only. 3 Free Ethics Credits
2 IRS CE/2 CTEC/2 NASBA CPE
Roth IRAs certainly have advantages over Traditional IRAs such as no required minimum distributions, and the beneficiaries will receive the Roth IRA tax-free. This seminar will review the latest changes made by recent legislation such as SECURE 2.0. We will go over how to take advantage of the Mega Back Door Roth for our qualified clients. Also we will discuss how to make sure your client's Roth IRA distributions are tax-free.
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Hybrid Event - The Trial of a US Tax Court Case – Practice & Procedure Part II THIS EVENT IS RESCHEDULED FROM OCTOER 14, 2025 This webinar was available for Virtual or LIVE In-Person attendance. "Our best deal is always to become a monthly subscriber"