
"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 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*
Taxpayers with foreign financial assets may be required to file both the Foreign Bank Account Report (FBAR) and Form 8938 (Statement of Specified Foreign Financial Assets)—but understanding when and how to file can be complex. This webinar guides tax professionals through the key differences, filing thresholds, penalties, and reporting obligations for each form. Learn how to determine filing requirements, avoid common compliance pitfalls, and effectively advise clients with international financial interests. Ensure your clients stay compliant and mitigate risks with a clear understanding of these critical reporting requirements. Only available for TPP unlimited CE subscribers.
No CE
Don’t fall for broker hyperbole that can cost you thousands when cashing out! Join us for "Tax Practice Rescue", a hard-hitting, no-nonsense webinar where a seasoned buyer shares real lessons from 100+ deals and 10 successful acquisitions. If you're expecting 1.25x sales, all cash at closing, or think buyers are eager to inherit your $100 tax returns, you need to hear this!
Varies
Tax Practice Pro’s Fallout Webinar Series offers on-demand, IRS CE-approved training covering firm valuation and exit strategy, responding to IRS math error notices, handling “Knock and Talks,” and resolving common IRS compliance issues.
1 IRS CE/1 NASBA CPE*
Your client has a 2024 balance due they didn't expect, and can’t pay in full—what now? Don’t let unpaid balances turn into client walk-outs and undue stress. This live webinar equips tax professionals with the tools and strategies to help clients who can’t pay their full tax bill by April 15. You will leave this webinar with skills and strategies designed to get your happy clients to pay for their return and leave without stress or worry about the balance.
1 IRS CE/1 NASBA CPE*
Is Your Client’s Scam Loss Deductible? Find Out Now! The IRS has spoken! The latest IRS Chief Counsel Advice (CCA 202511015) clarifies when taxpayers can—and cannot—claim theft loss deductions under IRC § 165. Investment scams? Potentially deductible. Romance scams? No deduction allowed. As a tax pro, it's your job to classify losses correctly and maximize recovery options for your clients!
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*
FinCEN Says March 21 is the Deadline... But Will It Stick? If you've been following the rollercoaster that is Beneficial Ownership Information (BOI) reporting, you know the rules have changed, delayed, and litigated their way into the compliance nightmares of tax professionals everywhere. But now, FinCEN has spoken: March 21, 2025, is the due date for most filers. With everything that's happened—court challenges, enforcement uncertainty, and plenty of taxpayer confusion—how confident are you that this will be the final deadline? More importantly, are your clients ready to comply?
2 IRS CE/2 NASBA CPE*
The webinar covers the Streamlined Filing Compliance Procedures, including eligibility for U.S. and non-U.S. residents, reduced penalty structures, and risks of audit selection. The Delinquent International Information Return and FBAR Procedures will be explored, including reasonable cause statements and potential audit risks. Finally, the IRS Criminal Investigation Voluntary Disclosure Practice will be analyzed, focusing on mitigation strategies, penalties, and the risks of willful noncompliance. Only available for TPP unlimited CE subscribers.