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.
Tax Planning with Health Savings Accounts
2 IRS CE/2 CTEC/2 NASBA CPE
Health savings accounts can provide triple tax advantages which includes a tax deduction for contributing to an HSA, tax deferred growth of the funds in the HSA, and tax-free distributions when the funds are used for qualified medical expenses. The OBBBA also made some changes to HSAs, but unfortunately not all the proposed changes made it into the final version of OBBBA. Our clients will always have medical expenses in retirement and HSAs are one of the best ways to prepare for these costs. We will review the special once-in-a-lifetime distribution from an IRA to an HSA which would convert the taxable IRA to a tax-free HSA. This is even better than a Roth conversion because there is no tax upon this rollover. *Self-Study recording not available for NASBA CPE credit.
Tax Planning with Health Savings AccountsThe Devil Wears Compliance: High Level on Form 5471
2 IRS CE/2 NASBA CPE*
Only available for TPP unlimited CE subscribers. ($52 a month and a one-time set-up fee) "Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
The Devil Wears Compliance: High Level on Form 5471CTEC Qualified 2025 CA Tax Update
NO CE FOR REPLAY
This course provides tax professionals with an in-depth review of the latest changes in California tax laws and regulations, with a focus on areas where the state does not conform to federal income tax law. Participants will explore planning strategies using California’s pass-through entity tax election, as well as key rules governing residency and nonresidency. The program will also address sourcing rules to determine when income is attributable to California, along with methods for calculating apportionment between California and other states. By the end of the course, attendees will be equipped to apply these concepts in practice to better advise clients with California tax exposure. *Self-Study recording not available for NASBA CPE credits
CTEC Qualified 2025 CA Tax UpdateJohn Sheeley's A.I. for Tax Pros, Episode 1
NO CE
"Our best deal is always to become a monthly subscriber"
John Sheeley's A.I. for Tax Pros, Episode 1The Trial of a US Tax Court Case – Practice & Procedure Part I
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This webinar is available for Virtual or LIVE In-Person attendance. 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.
The Trial of a US Tax Court Case – Practice & Procedure Part IA Deep Dive into Education Credits
2 IRS CE/2 CTEC/2 NASBA CPE
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
A Deep Dive into Education CreditsKeys to Cashing Out: Section 121 Strategies
2 IRS CE/2 CTEC/2 NASBA CPE
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Keys to Cashing Out: Section 121 StrategiesNIIT: The "Sneaky" Mistake
2 IRS CE/2 CTEC/2 NASBA CPE
"Is NIIT actually required on this return? What income is subject to NIIT? Is my software computing it correctly?" This program equips tax professionals with the knowledge to identify potential errors in NIIT application and correct software miscalculations, ensuring proper treatment of Net Investment Income Tax on affected returns.
NIIT: The "Sneaky" MistakeCut the Cost: Winning IRS Penalty Abatement Requests
2 IRS CE/x2 CTEC CE/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
Cut the Cost: Winning IRS Penalty Abatement Requests
Hmm...nothing here yet.
