
The program examines the reshaping of IRS staffing, leadership, and operations amid political realignment and federal workforce reductions. It analyzes the impact of the 2025 filing season, assess IRS performance data, and anticipate future challenges in enforcement and service delivery. This program equips practitioners to understand and anticipate changes that affect taxpayer service, compliance activity, and professional representation. It also clarifies the distinct roles of Congress, Treasury, and the IRS in tax policy and administration, helping tax pros navigate the shifting regulatory environment with greater confidence and accuracy.
"Our best deal is always to become a monthly subscriber"

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.
4 Free NY & NJ CLE, 4CPE and 4IRS CE/ 4 NASBA CPE Credits
This program delves into the evolving role of artificial intelligence (AI) in the realm of tax controversy. The program covers the use of AI tools for legal research, document automation, and predictive analytics, highlighting their applications in tax dispute resolution. It explores the benefits and challenges of AI-powered eDiscovery, the ethical considerations of AI in legal contexts, and best practices for integrating AI into tax practices. The program reviews the IRS's use of AI for audit selection, taxpayer assistance, and litigation. Lastly, this program addresses bias, privacy, and the ethical implications of AI in tax and legal contexts.
3 IRS CE/3 CTEC CE/3 NASBA CPE*
Don't Miss the Biggest Mid-Year Tax Update of 2025 Tax law never sleeps—and neither can you. As we cross the midpoint of 2025, major developments are already reshaping how you advise and represent your clients. New laws, court rulings, administrative guidance, and a revised Circular 230 are already in play. Join us for a fast-paced, practical breakdown of everything that matters so far in 2025—before you fall behind.
*NO CE on recording
The program examines the reshaping of IRS staffing, leadership, and operations amid political realignment and federal workforce reductions. It analyzes the impact of the 2025 filing season, assess IRS performance data, and anticipate future challenges in enforcement and service delivery. This program equips practitioners to understand and anticipate changes that affect taxpayer service, compliance activity, and professional representation. It also clarifies the distinct roles of Congress, Treasury, and the IRS in tax policy and administration, helping tax pros navigate the shifting regulatory environment with greater confidence and accuracy. "Our best deal is always to become a monthly subscriber"
2 IRS CE/2 CTEC/2 NASBA CPE
This course provides tax professionals with practical guidance on C corporation compliance, tax planning, and savings strategies, covering shareholder loans, compensation, benefits, Section 1202 (QSBS) planning, S-corp conversions, and best practices to optimize tax outcomes while avoiding pitfalls.
4 Free NY & NJ CLE, CPE/NASBA CPE Credits
This webinar provides New Jersey tax professionals with updates on audits, tax controversies, CBT, GIT, SUT, collections strategies, SALT issues, and more.
1 NASBA/1Texas CPE
Join Kathryn in a review of the changes to New Jersey taxes this year. With the season opening up, this is a key time to make sure you have your states covered.
2 IRS CE
This webinar explains the 2026 federal disaster bill (H.R. 1491), covering extended refund claim deadlines, disaster-related tax postponements, suspended IRS collection letters, and implications for amended returns.
1 IRS CE/1 CTEC/1 NASBA CPE
This webinar covers IRS interest tracing rules, teaching tax professionals how to accurately determine deductible investment interest and avoid costly errors on client returns.
2 IRS/2 CTEC CE/2 NASBA
This webinar clarifies the Head of Household filing status, reviewing IRS requirements, common tricky scenarios, and the implications of incorrect claims for accurate tax reporting.
3 Free NY & NJ CLE, 3 CPE and 3 IRS CE/NASBA CPE Credits
This webinar helps tax professionals navigate IRS worker classification rules, covering independent contractor vs. employee distinctions, trust fund recovery penalties, Form SS-8 preparation, and strategies for representing both employers and employees, with opportunities for pro bono case involvement.
1 IRS CE/1 CTEC/1 NASBA CPE
This webinar explains how and when a taxpayer’s basis steps up, covering key rules, tax implications, and strategies for accurately reporting inherited or gifted assets.
2 IRS/2 CTEC/NASBA CPE Available
This webinar (Part 2 of a 3-part research methodology series) teaches tax professionals how to evaluate information effectively, assess the credibility of online and paid resources, apply Circular 230 standards for accuracy, and leverage AI tools and prompt engineering for reliable research outcomes.