
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
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
2 IRS CE/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
As investment strategies become more sophisticated, tax professionals must navigate increasingly complex reporting rules. This webinar explores advanced investment vehicles and their corresponding tax implications, including option contracts (puts and calls), foreign currency trading, exchange-traded funds (ETFs), and emerging assets such as Bitcoin, cryptocurrency, and other digital assets. It examines the critical distinctions between traders and investors, methods for determining basis in diverse asset classes, and the rules for reporting trades, sales, and associated net investment income tax (NIIT). This webinar equips practitioners to address client questions, ensure compliance, and reduce the risk of IRS scrutiny in an evolving investment landscape. "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
Join Michael as he addresses the various concepts and rules surrounding the use of tax-exempt organizations. He will discuss the unique federal income tax rules associated with such organizations, including IRC §501(c)(3. He will also provide a comprehensive review of Form 990 EZ and related schedules. We also highlight the various 990 series filings, employment issues, unrelated business income and how to perfect a charitable contribution from the tax-exempt organization point of view. This program is an opportunity for the participant to expand their understanding of tax-exempt organizations. In closing, Michael will discuss some of the tax planning experiences using tax-exempt organizations. *Self-Study recording not available for NASBA CPE credit.
2 IRS CE/2 CTEC/2 NASBA CPE
This program provides an in-depth overview of retirement plan options available to small business owners, including IRA-based plans (Traditional, Roth, SEP, and SIMPLE), §401(k) plans (Solo, SIMPLE, Safe Harbor, and Traditional), and defined benefit arrangements. It discusses the advantages and limitations of each plan type, funding and contribution rules, catch-up provisions under SECURE 2.0, and the tax benefits to both employers and employees. The program also covers practical steps in establishing, operating, and terminating plans, as well as tax credits (Form 8881) available to qualifying small employers. *Self-Study recording not available for NASBA CPE credit.
1 IRS CE/1 CTEC/1 NASBA CPE
*Self-Study recording not available for NASBA CPE credit.
1 IRS CE/1 CTEC/1 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
Did you know your client's Adjusted Gross Income can affect how much they pay for Medicare premiums? You will certainly get an earful from your client when they find out their Medicare premiums are going up. Is there anything you can do about it? This is called the Income-Related Monthly Adjustment Amount (IRMAA). We will review how IRMAA is computed and what we can do to help our clients manage their IRMAA amount. We will start with a bonus topic of the Social Security Fairness Act which was passed in January, 2025 which may affect some of your clients who can get retroactive Social Security benefits all the way back to 2024.
3 Free NY & NJ CLE, 3 IRS CE/3NASBA CPE Credits
Hybrid Event 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.