Engagement Letters for 2026 Filing Season
"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
John Sheeley
,
EA
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.
Recommended Webinars
Retraining Clients for 2026: How the OBBA Will Reshape Your Busy Season
2 IRS/2 CTEC/2 NASBA CPE Credits
A practical guide for tax professionals on retraining clients for the 2026 filing season, explaining how the OBBA changes will impact processes, deadlines, and client expectations.
Tax Audit and Representation Series
32 IRS/32 NASBA CPE Credits Available
Tax Practice Pro’s IRS Representation & Controversy Webinar Series provides tax professionals with on-demand, IRS/NASBA CE-approved training on Forms 2848 and 8821, penalty abatement, audits, collections, transcript analysis, Tax Court procedures, ERC exams, passport revocation issues, FOIA requests, and practical IRS defense strategies.
Taxation of Investment Income Mini-Series
Varies
This 8 IRS CE credit Investment Taxation Miniseries equips tax professionals with advanced guidance on reporting stock and mutual fund sales, dividends, DRIPs, employee stock options, investment interest deductions, trader vs. investor status, basis calculations, bond taxation (including OID and tax-exempt bonds), capital gain netting, and cryptocurrency transactions.
Say Hello to My Little Form: The 8858 Filing You Can’t Ignore!
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.
Say Hello to My Little Form: The 8858 Filing You Can’t Ignore!The Ultimate Year-End Tax Planning Adventure
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.
The Ultimate Year-End Tax Planning AdventureCybersecurity Update—Preparing for the 2026 Filing Season
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.
Cybersecurity Update—Preparing for the 2026 Filing SeasonGetting to "No"
NASBA CPE credit only. No IRS or CTEC CE available.
Getting to "No"
Getting to "No"Engagement Letters for 2026 Filing Season
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
Engagement Letters for 2026 Filing SeasonClients Don't read, Communicating OBBA changes
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
Clients Don't read, Communicating OBBA changes11/2/2025: The Rules of Ethics applicable to Tax Practice
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This webinar is available online only. 3 Free Ethics Credits
11/2/2025: The Rules of Ethics applicable to Tax PracticeEverything Roth
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.
Everything RothThe Trial of a US Tax Court Case – Practice & Procedure Part II
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"
The Trial of a US Tax Court Case – Practice & Procedure Part II
Hmm...nothing here yet.
