
"Our best deal is always to become a monthly subscriber"
*Self-Study recording not available for NASBA CPE credit.
IRS Course #7Q3WU-T-00716-25

Robert “Bob” Kerr brings extensive experience across the public sector, trade associations, and private sector in tax administration, tax policy, and public policy. During over a decade at the Internal Revenue Service (IRS), he held key positions in both Washington, DC headquarters and the Chicago district office. While working in the Service’s artificial intelligence labs, Bob led two nationwide electronic filing pilot programs, coordinating across multiple functional areas. He also served on the U.S. Senate Finance Committee, assisting Senator Grassley with IRS oversight on issues ranging from private debt collection to relocation expenses.
Bob’s experience with the National Association of Enrolled Agents (NAEA) and H&R Block provides him with a deep perspective on the needs of tax professionals. He served as NAEA’s chief advocate for more than a decade, acted as primary spokesperson to tax and general media, founded its political action committee, and later served as head of office, championing the profession at every level.
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
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.
1 IRS CE/1 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
NO CE AVAILABLE FOR THIS PROGRAM
A No-Nonsense Guide to Surviving Oregon’s Tax Preparer Licensing Requirements Are you a tax professional who’s never set foot in Oregon—but suddenly being told you need to register there? Welcome to the Beaver State’s latest regulatory surprise! If you touch a tax return that involves an Oregon filing, the state says you must be licensed—no matter where you live or work. This practical, step-by-step program walks you through the process, from understanding the law to acing the licensing exam. No CE credit, no whining—just clear guidance on how to comply and move on with your life.
2 IRS CE/2 CTECT/2 NASBA CPE*
Whether your clients rent out a spare bedroom or operate multiple vacation properties, short-term rentals come with unique tax challenges—and opportunities. This course dives into the latest IRS guidance and practical strategies for navigating the tax rules surrounding short-term rental activity. You'll learn when rental income is tax-free, how to allocate deductions between personal and rental use, and how to handle reporting obligations—even when your client receives a 1099. The course covers depreciation, safe harbor elections and loss limitations and more!
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 CTEC/2 NASBA CPE*
Unlock key strategies for navigating the complexities of passive loss limitations and grouping elections in this essential webinar for tax professionals. This course will provide a comprehensive breakdown of passive loss rules, how they apply in real-world scenarios, and the critical decisions taxpayers must make when electing to group activities. It will demystify the differences between passive loss grouping elections and other aggregation elections, ensuring you understand their distinct tax implications. With a focus on strategic tax planning, we’ll explore when grouping can maximize tax benefits and when it might lead to unintended consequences.
1 IRS CE/1 CTEC/1 NASBA CPE*
The Tax Cuts and Jobs Act introduced the Qualified Business Income (QBI) deduction under IRC §199A, creating powerful tax savings for qualifying trades and businesses. But what about rental real estate? This course explores one of the most nuanced areas in modern tax law—when and how rental activities qualify as a trade or business for purposes of the §199A deduction. Through detailed analysis of statutory language, court decisions, and IRS guidance (including Rev. Proc. 2019-38), participants will learn to assess whether rental activities rise to the level of a trade or business under IRC §162. We will break down the safe harbor rules, examine case law, and explore various scenarios including triple-net leases, single-property landlords, and self-rentals. This course offers practitioners the tools to perform due diligence, evaluate facts and circumstances, and properly document their conclusions.
2 IRS CE/2 CTEC/2 NASBA CPE*
Join us for an in-depth webinar covering Depreciation, Depletion, and Amortization for tax preparers. This program will explore critical topics such as Depreciation methods, Special (Bonus) Depreciation, and Section 179 expensing. We'll also discuss the Depletion deduction, including percentage and cost depletion methods, and tax treatment of royalties and timber sales. Additionally, we'll cover the use of Form 3115 for changes in accounting methods. Enhance your knowledge and ensure accurate reporting for your clients with this essential tax webinar.
2 IRS CE/2 CTEC/2 NASBA CPE*
Join us for an engaging and informative webinar exploring the challenges and opportunities tax preparers face when working with clients who own rental properties. This program will provide a comprehensive overview of key tax forms, including Form 1040, Schedule E (Page 1) - Supplemental Income and Loss from rental real estate, and Form 8825 - Rental Real Estate Income and Expenses of a Partnership or an S Corporation. Gain valuable insights, practical tips, and expert guidance to confidently navigate rental property taxation for your clients.
Varies
Get ready to unlock the secrets of real estate taxation with our month-long webinar series designed for tax professionals! Whether you’re navigating short-term rentals, passive activity losses, grouping, or real estate professional status, this series delivers the strategies and insights you need to stay sharp and compliant.
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.
2 IRS CE/2 CTEC/2 NASBA CPE*
“Knock & Talks” are unannounced visits by IRS agents designed to catch tax professionals off guard—often during tax season—to verify compliance on everything from due diligence forms to security practices. This webinar walks you through what to expect if the IRS comes knocking, what the agents are looking for, and how to maintain proper documentation and procedures to protect your practice from hefty penalties or sanctions.