CPE Resources – 2026

Our CPE resources list was designed to serve as a comprehensive repository of information presented in our online tax webinars and seminars. Each link corresponds to key topics covered in our continuing education sessions, offering quick access to critical updates, in-depth guides, expert insight and practical tools. This curated list allows tax professionals to revisit and apply the knowledge gained, ensuring they stay informed and equipped to address complex tax scenarios when needed. It’s a functional extension of our educational offerings, providing value beyond the live sessions.

Session Files (Custom Links)

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May 2026

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  • May 5, 2026 Completing Form 706 and DSUE (Webinar)

  • May 6, 2026 2026 Quarterly Update Part 1 (Webinar)

  • May 7, 2026 Gift Tax and Completing Form 709 (Webinar)

  • May 12, 2026 Estates and Trust Tax Returns on Form 1041 (Webinar)

  • May 13, 2026 The Fifth Amendment & Offshore Audits (Webinar)

  • May 14, 2026 Social Security & Medicare Update (Webinar)

  • May 21, 2026 Alphabet Soup for Offers in Compromise (Webinar)

June 2026

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  • June 2, 2026 Form 4797, Tax Planning, Sales Allocation and More (Webinar)

  • June 3, 2026 Gambling (Webinar)

  • June 4, 2026 Retirement Planning - Secure 1.0 / 2.0 Acts (Webinar)

  • June 9, 2026 Ethics Part 1 – Selling Your Practice and § 7216 Requirements (Webinar)

  • June 10, 2026 Ethics Part 2 – Changes Proposed in the New Regulations and Why This is Important (Webinar)

  • June 17, 2026 From Summonses to International Evidence Gathering Techniques - How the IRS Gathers Evidence in the 21st Century (Webinar)

  • June 18, 2026 Form 1099NEC and 1099MISC Updates (Webinar)

  • June 23, 2026 Unreimbursed Expenses in LLC’s (Webinar)

  • June 24, 2026 Divorce & Tax Implications (Webinar)

  • June 25, 2026 EIC Eligibility and Due Diligence (Webinar)

  • June 30, 2026 Qualified Charitable Distributions (QCD) (Webinar)

July 2026

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  • July 7, 2026 2026 Quarterly Update Part 2 (Webinar)

  • July 8, 2026 Changing LLCs Structures - Tax Implications (Webinar)

  • July 14, 2026 Research Using ChatGPT (Webinar)

  • July 15, 2026 Calculating Basis of S-Corporation Shareholders (Webinar)

  • July 21, 2026 2026 Statutes (Webinar)

  • July 28, 2026 Ethics Part 3 – What are Our Ethical Responsibilities When Dealing with the Non-Filer (Webinar)

  • July 29, 2026 Ethics Part 4 - Ethical Responsibilities During an IRS Audit (Webinar)

  • July 30, 2026 Employee vs. Contractor from IRS perspective (Webinar)

August 2026

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  • August 4, 2026 Employee vs Independent Contractor with VCSP and CSP (Webinar)

  • August 11, 2026 Managing the IRS Examination (Webinar)

  • August 25, 2026 Ethics Part 1 – Selling Your Practice and § 7216 Requirements (Webinar)

  • August 26, 2026 Ethics Part 2 – Changes Proposed in the New Regulations and Why This is Important (Webinar)

  • August 27, 2026 The Kovel Accountant (Webinar)

September 2026

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  • September 1, 2026 Offers in Compromise (Webinar)

  • September 2, 2026 Employment Taxes and the Trust Fund Recovery Penalty (Webinar)

  • September 3, 2026 2026 Quarterly Update Part 3 (Webinar)

October 2026

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  • October 8, 2026 Retirement Plan Distributions After SECURE 1.0 / 2.0 Acts (Webinar)

  • October 14, 2026 How the IRS Reconstructs Income in Tax Fraud Cases (Webinar)

  • October 27, 2026 Ethics Part 3 – What are Our Ethical Responsibilities When Dealing with the Non-Filer (Webinar)

  • October 28, 2026 Ethics Part 4 - Ethical Responsibilities During an IRS Audit (Webinar)

  • October 29, 2026 The Tricky Like-Kind Exchange (Webinar)

November 2026

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  • November 3, 2026 Complications with Residential Rentals (Webinar)

  • November 4, 2026 Fraud Technical Advisors: An End-Run Around the Case of Tweel? (Webinar)

  • November 5, 2026 Tax-Exempt Organizations (Webinar)

  • November 10, 2026 Form 1099-DA (Webinar)

  • November 12, 2026 Introduction to Financial and Estate Planning for IRAs (Webinar)

  • November 17, 2026 Maximizing Your Deductions on Form 1040 (Webinar)

  • November 19, 2026 2026 Quarterly Update Part 4 (Webinar)

December 2026

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  • December 15, 2026 Ethics Part 1 – Selling Your Practice and § 7216 Requirements (Webinar)

  • December 16, 2026 Ethics Part 2 – Changes Proposed in the New Regulations and Why This is Important (Webinar)

  • December 17, 2026 Alphabet Soup for Installment Agreements (Webinar)

Fall 2026

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  • September 15, 2026 Fall Topical Federal Tax Update (Seminar)

  • September 17, 2026 Fall Topical Federal Tax Update (Seminar)

  • September 22, 2026 Fall Topical Federal Tax Update (Seminar)

  • September 24, 2026 Fall Topical Federal Tax Update (Seminar)

  • September 30, 2026 Fall Topical Federal Tax Update (Seminar)

Year-End 2026

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  • December 1, 2026 Year-End Federal Tax Update (Seminar)

  • December 4, 2026 Year-End Federal Tax Update (Seminar)

  • December 8, 2026 Year-End Federal Tax Update (Seminar)

  • December 9, 2026 Year-End Federal Tax Update (Seminar)

  • December 11, 2026 Year-End Federal Tax Update (Seminar)

More Resources

Note: Paid attendees can request a replay link for any previously recorded webinar by asking JoJo or emailing support@www.cpehours.com.

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