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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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  • 2026 Group Sign-in Sheet (form)
  • 2/27/26 - Stay current on new IRS preparer standards and PTIN oversight under the proposed Taxpayer Assistance and Service Act to protect your practice and your clients - PDF.
  • 6/10/26 - 2027 HSA and HDHP Limits: Quick reference table for HSA contribution limits, catch-up contributions, HDHP minimum deductibles, and HDHP out-of-pocket maximums for 2024-2027. Download PDF.
    View table
    Tax Year HSA Self-Only Contribution Limit HSA Family Contribution Limit Catch-Up Contribution (Age 55+) Minimum HDHP Deductible (Self) Minimum HDHP Deductible (Family) Maximum HDHP Out-of-Pocket (Self) Maximum HDHP Out-of-Pocket (Family)
    2024 $4,150 $8,300 $1,000 $1,600 $3,200 $8,050 $16,100
    2025 $4,300 $8,550 $1,000 $1,650 $3,300 $8,300 $16,600
    2026 $4,400 $8,750 $1,000 $1,700 $3,400 $8,500 $17,000
    2027 $4,500 $9,000 $1,000 $1,750 $3,500 $8,700 $17,400

May 2026

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

    • Form 706: Filed for estates exceeding the annual estate limit and/or to file the DSUE for the surviving spouse
    • Form 709: Filed by individuals to report any gifts that surpass the annual gift limit per year
    • Form 1041: Filed for a trust or estate with income >$600
    • Used by an executor of a decedent's estate to calculate and file the estate tax required by Chapter 11 of IRC (if estate exceeds annual exclusion amount)
    • Section 20.6166-1(d) - Protective Election

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

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

    • Form 709: United States Gift (and Generation-Skipping Transfer) Tax Return used to report taxable gifts and related allocations.
    • Form 8892: Extension request used when additional time is needed to file Form 709 separately from an income tax extension.
    • Publication 551: IRS guide to basis of assets, helpful when analyzing gifted property and carryover basis rules.

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

    • Form 56: Notice Concerning Fiduciary Relationship, filed when fiduciary authority has been granted or appointed.
    • Form 5495: Request for Discharge from Personal Liability for fiduciaries handling estates or trusts.
    • Form 4810: Request for Prompt Assessment under IRC 6501(d).
    • Form 7004: Extension request for certain business income tax, information, and other returns, including Form 1041.
    • Form 1041: U.S. Income Tax Return for Estates and Trusts.
    • Form 8855: Election to treat a qualified revocable trust as part of an estate under IRC 645.

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

    • Fisher v. United States: Supreme Court case addressing Fifth Amendment privilege and the act of producing documents in response to a subpoena.
    • United States v. Hubbell: Supreme Court case on act-of-production immunity and compelled document production.
    • United States v. Couch: Supreme Court case discussing compelled testimony and taxpayer records held by an accountant.
    • Braswell v. United States: Supreme Court case on whether a corporate records custodian may invoke the Fifth Amendment act-of-production privilege.
    • Bank Secrecy Act: FinCEN overview of the statutes and regulations governing reporting and recordkeeping for foreign financial accounts.
    • FBAR: IRS guidance on the Report of Foreign Bank and Financial Accounts, FinCEN Form 114.
    • United States v. Greenfield: Second Circuit case addressing the limits of the required records exception for alleged Bank Secrecy Act violations.
    • Form 4564: IRS Information Document Request used to request records during examinations.

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

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

    • IRC Section 7122: Authority for the Secretary of the Treasury to compromise tax liabilities owed to the government.
    • Form 656-B: IRS Offer in Compromise booklet for taxpayers requesting relief based on doubt as to collectability or effective tax administration.
    • Form 656-L: Offer in Compromise application used for doubt as to liability cases.
    • Form 433-A (OIC): Collection Information Statement used to evaluate an individual's ability to pay in offer in compromise cases.
    • IRC Section 7122(d): Appeal rights for taxpayers whose offer in compromise is rejected.

June 2026

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

    • IRC Section 1231: Tax Notes research page for gains and losses from property used in a trade or business and involuntary conversions.
    • IRC Section 1245: Tax Notes research page for depreciation recapture on certain depreciable property.
    • IRC Section 1250: Tax Notes research page for gain from dispositions of certain depreciable real property.
    • IRC Section 167: Tax Notes research page for depreciation deductions.
    • IRC Section 179: Tax Notes research page for election to expense certain depreciable business assets.
    • Form 4797: IRS form for reporting sales of business property and related gains or losses.
    • IRC Section 162: Tax Notes research page for ordinary and necessary trade or business expenses.
    • Commissioner v. Groetzinger: Supreme Court case discussing when an activity rises to the level of a trade or business.
    • IRC Section 1001: Tax Notes research page for determining gain or loss from the sale or disposition of property.
    • IRC Section 280F(b)(2): Tax Notes research page for recapture rules when listed property business use drops to 50% or less.
    • IRC Section 1(h)(1)(E): Tax Notes research page for the maximum tax rate on unrecaptured Section 1250 gain.
    • IRC Section 751: Tax Notes research page for unrealized receivables and inventory items on sales of partnership interests.
    • IRC Section 1237: Tax Notes research page for the real property subdivision safe harbor.
    • IRC Section 1016(a)(2): Tax Notes research page for basis adjustments for depreciation allowed or allowable.
    • Rev. Rul. 56-407: IRS revenue ruling addressing depreciation allowed or allowable and basis reduction.

  • June 3, 2026 Gambling (Webinar)

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

    • IRC Section 72(t): Tax Notes research page for the additional tax on early retirement plan and IRA distributions.
    • IRC Section 45E: Tax Notes research page for small employer pension plan startup cost credits.
    • Notice 2024-2: IRS guidance on miscellaneous SECURE 2.0 Act changes, including retirement plan provisions.
    • IRC Section 162: Tax Notes research page for ordinary and necessary business expense deductions.
    • Form 8881: IRS form used to claim the credit for small employer pension plan startup costs and auto-enrollment.
    • IRC Section 45AA: Tax Notes legislative history for the military spouse retirement plan participation credit.
    • IRC Section 408(p): Tax Notes research page for SIMPLE retirement accounts and eligible employer rules.
    • SECURE 2.0 Act Section-by-Section Summary: Senate Finance Committee summary of SECURE 2.0 provisions.
    • IRC Section 415: U.S. Code page for annual benefit and contribution limitations under qualified retirement plans.
    • IRC Section 402: U.S. Code page for tax treatment of employees' trusts and retirement plan distributions.
    • Form 5500 Series: Department of Labor filing and reporting information for employee benefit plans.
    • Form 5304-SIMPLE: IRS model SIMPLE IRA plan document for employers allowing employees to choose financial institutions.
    • Form 5305-SIMPLE: IRS model SIMPLE IRA plan document for employers using a designated financial institution.
    • Notice 2026-9: IRS extension for updating SIMPLE IRA plan documents for SECURE 2.0 Act amendments.
    • IRC Section 414(v): Tax Notes research page for retirement plan catch-up contribution rules.
    • Notice 2025-67: IRS guidance confirming 2026 retirement plan contribution limits and related updates.
    • Notice 2024-80: IRS guidance on 2025 retirement plan contribution limits and catch-up contribution amounts.
    • IRC Section 414(v)(7): Tax Notes research page for Roth catch-up contribution requirements for higher-income participants.

  • 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)

    • REG-116610-20: Federal Register proposed regulations governing practice before the Internal Revenue Service.
    • 31 U.S.C. Section 330: Cornell Legal Information Institute page for Treasury authority to regulate practice before the Department.
    • IRC Section 6694: Tax Notes research page for tax return preparer understatement penalties.
    • 26 CFR Part 300: eCFR user fee regulations referenced for enrolled retirement plan agents and enrolled agents.
    • Revenue Procedure 2014-42: IRS guidance establishing the Annual Filing Season Program.
    • AICPA v. IRS: D.C. Circuit decision addressing the IRS Annual Filing Season Program.
    • Revenue Procedure 2012-12: IRS Internal Revenue Bulletin guidance for continuing education provider approval procedures.
    • 31 U.S.C. Section 9701: U.S. Code page for user charges under the Independent Offices Appropriation Act.
    • FTC Safeguards Rule: eCFR page for 16 CFR Part 314, Standards for Safeguarding Customer Information.
    • ABA Formal Ethics Opinion 18-483: ABA discussion of when lawyers should notify clients of data breaches.
    • Publication 4557: IRS guide to safeguarding taxpayer data for tax professionals and businesses.
    • Publication 5708: IRS guide for creating a written information security plan for tax and accounting practices.
    • DC Legal Ethics Opinion 377: Guidance on impaired lawyers and related professional responsibilities.
    • IRC Section 6110: Tax Notes research page for public inspection of written determinations and federal tax matter definitions.
    • Treas. Reg. Section 1.6662-3: Cornell Legal Information Institute page for negligence or disregard of rules or regulations.
    • Sexton v. Hawkins: Tax Notes court document on OPR jurisdiction over suspended or disbarred practitioners.

  • June 18, 2026 Form 1099NEC and 1099MISC / Information Reporting - Mid-Year Updates (Webinar)

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

    • Handouts
    • Revenue Ruling 70-365: Tax Notes research page for IRS guidance on when partners may deduct unreimbursed partnership expenses.
    • Form 2553: IRS election form used by an eligible entity to elect S corporation tax treatment.
    • IRC Section 67(g): Tax Notes research page for the suspension of miscellaneous itemized deductions subject to the two-percent floor.
    • Treas. Reg. Section 1.62-2: GovInfo PDF covering accountable plans and employee business expense reimbursement requirements.
    • Revenue Ruling 2006-56: IRS ruling discussing accountable plan treatment and reimbursements under IRC Section 62(c).

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

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

    • Form 2555: IRS form for foreign earned income, referenced in the EIC rule that a taxpayer cannot file Form 2555.
    • Form 8867: IRS Paid Preparer Due Diligence Checklist for EIC and other refundable credits.
    • Form 886-H-EIC: IRS supporting documents checklist for taxpayers claiming the Earned Income Credit.
    • EITC Central: IRS hub for Earned Income Tax Credit information and preparer resources.
    • Tax Preparer Toolkit: IRS EITC Central toolkit with due diligence and preparer guidance.
    • EITC Assistant: IRS calculator for checking whether a client may be eligible for the Earned Income Tax Credit.
    • Publication 597: IRS publication on information for taxpayers who are residents of the United States and Canada.
    • Publication 596: IRS publication covering the Earned Income Credit, eligibility rules, and qualifying child requirements.

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

    • Handouts
    • Form 1099-R: IRS form for reporting distributions from pensions, annuities, retirement plans, IRAs, insurance contracts, and related accounts.
    • IRC Section 408(d)(8): Reference copy of the Internal Revenue Code provision for qualified charitable distributions from IRAs.
    • CP2000 Series Notice: IRS page explaining CP2000 notices and income matching issues.
    • Form 5329: IRS form used for additional taxes on qualified plans and IRAs, including missed RMD penalty reporting and waiver requests.

July 2026

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

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

    • Publication 1635: IRS publication explaining employer identification numbers and when a business may need a new EIN.
    • Revenue Ruling 2001-61: Tax Notes research page for entity EIN retention when federal tax classification changes.
    • Reg. Section 301.7701-3 Reference: Tax Notes item referenced with entity classification changes under the check-the-box regulations.
    • Form 8832: IRS entity classification election form.
    • Revenue Ruling 99-5: Reference copy discussing the conversion of a disregarded entity to a partnership when a new member is added.
    • Revenue Ruling 99-6: Reference copy of IRS Revenue Ruling 99-6 addressing federal tax consequences when one partner buys the other partner's interest in a two-person partnership.
    • Treas. Reg. Section 301.7701-3: GovInfo PDF for entity classification rules.
    • IRC Section 1231: Cornell Legal Information Institute page for property used in a trade or business and involuntary conversions.
    • Revenue Ruling 2003-51: IRS ruling referenced with Section 351 and investment company considerations.
    • IRC Section 721: Cornell Legal Information Institute page for nonrecognition of gain or loss on contribution to a partnership.
    • IRC Section 1001: Cornell Legal Information Institute page for determining gain or loss from sale or disposition of property.
    • IRC Section 722: Cornell Legal Information Institute page for basis of a contributing partner's interest.
    • IRC Section 723: Cornell Legal Information Institute page for partnership basis in contributed property.
    • Revenue Ruling 66-7: Tax Notes research page for holding period rules for purchased assets.
    • IRC Section 1223: Cornell Legal Information Institute page for holding period rules.
    • Form 7217: IRS form referenced for reporting certain partner basis and partnership property distribution information.
    • IRC Section 708: Cornell Legal Information Institute page for continuation and termination of partnerships.
    • IRC Section 751: Cornell Legal Information Institute page for unrealized receivables and inventory items.
    • IRC Section 741: Cornell Legal Information Institute page for gain or loss on sale or exchange of a partnership interest.
    • Treas. Reg. Section 1.741-1: Cornell Legal Information Institute page for sale or exchange of partnership interest regulations.
    • Revenue Ruling 84-111: Tax Notes research page for partnership incorporation transaction structures.
    • Form 8949: IRS form for reporting sales and other dispositions of capital assets.
    • CP261 Notice: IRS page explaining the S corporation election acceptance notice.
    • IRC Section 351: Cornell Legal Information Institute page for transfer to corporation controlled by transferor.
    • Revenue Ruling 2009-15: IRS Internal Revenue Bulletin guidance referenced for converting an LLC taxed as a partnership to S corporation treatment.

  • July 13, 2026 Calculating Basis of S-Corporation Shareholders (Webinar)

  • July 14, 2026 Research Using ChatGPT (Webinar)

    • What Are Large Language Models?: Coursera overview of how large language models process language and generate responses.
    • What Is a Chatbot?: Coursera introduction to chatbots and conversational artificial intelligence.
    • What Is GPT?: Coursera explainer covering generative pre-trained transformers and their common uses.
    • IRC Section 6713: Tax Notes reference for penalties involving unauthorized disclosure or use of tax return information.
    • Section 7216 Information Center: IRS guidance for tax professionals on the disclosure and use of tax return information.

  • July 16, 2026 From Summonses to International Evidence Gathering Techniques - How the IRS Gathers Evidence in the 21st Century (Webinar)

    • IRC Section 7602: Tax Notes reference for the IRS authority to examine records, take testimony, and issue summonses.
    • IRC Section 7609: Tax Notes reference for notice requirements and exceptions involving third-party summonses.
    • United States v. Clarke: Supreme Court case addressing when a taxpayer may examine IRS officials about the purpose of a summons.
    • Tiffany Fine Arts, Inc. v. United States: Supreme Court case concerning dual-purpose summonses seeking information about identified and unidentified taxpayers.
    • United States v. Gertner: District court case finding that the IRS could not avoid John Doe summons procedures by using a regular summons.
    • United States v. Lefkowitz: Supreme Court case cited in the discussion of search warrants and limits on broad evidentiary searches.

  • July 21, 2026 2026 Statutes (Webinar)

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

    • IRC Section 6020(b): Tax Notes reference for IRS-prepared substitutes for returns when a required return has not been filed.
    • IRM 4.12.1 Delinquent Return Procedures: IRS guidance on delinquent returns, including the general six-year enforcement period and relevant facts and circumstances.
    • IRM 4.12.1 Management Approval: IRS guidance addressing approval when enforcement activity covers less or more than the established six-year period.
    • IRC Section 6511: Tax Notes reference for refund-claim deadlines and the related lookback limitations.
    • Form 2848: IRS Power of Attorney and Declaration of Representative used to authorize representation before the IRS.
    • IRC Section 6001: Tax Notes reference for taxpayer recordkeeping requirements, including qualifying electronic records.

  • 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)

    • IRS Publication 1035: IRS guidance on extending the tax assessment period, including fixed-date and open-ended consents and considerations for taxpayers under examination.
    • Revenue Procedure 2010-34: IRS safe harbor guidance for the federal income tax treatment of certain Rural Utilities Service and NTIA broadband program grants.

  • August 13, 2026 Currency Reporting in Federal Practice: Form 8300, CTRs, and SARs (Webinar)

    • Bank Secrecy Act - 31 U.S.C. Section 5311: U.S. Code provision stating the purpose of the Bank Secrecy Act's currency and financial-transaction reporting framework.
    • Form 8300: IRS form for reporting cash payments over $10,000 received in a trade or business.
    • IRC Section 7203: Tax Notes research page for criminal penalties involving willful failure to file a return, supply information, or pay tax.
    • 31 U.S.C. Section 5322: U.S. Code provision establishing criminal penalties for willful violations of Bank Secrecy Act requirements.
    • 31 U.S.C. Section 5324: U.S. Code provision prohibiting structuring transactions to evade currency-reporting requirements.
    • Ratzlaf v. United States: Supreme Court decision addressing the willfulness requirement in a federal currency-structuring prosecution.
    • Cheek v. United States: Supreme Court decision explaining willfulness and good-faith misunderstanding in federal tax crimes.
    • United States v. Bajakajian: Supreme Court decision applying the Eighth Amendment's Excessive Fines Clause to a currency-reporting forfeiture.

  • August 19, 2026 Influencers and Content Creator Taxation: Income Classification, Deductions, and Audit Risks (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)

    • REG-116610-20: Federal Register proposed regulations governing practice before the Internal Revenue Service.
    • 31 U.S.C. Section 330: Cornell Legal Information Institute page for Treasury authority to regulate practice before the Department.
    • IRC Section 6694: Tax Notes research page for tax return preparer understatement penalties.
    • 26 CFR Part 300: eCFR user fee regulations referenced for enrolled retirement plan agents and enrolled agents.
    • Revenue Procedure 2014-42: IRS guidance establishing the Annual Filing Season Program.
    • AICPA v. IRS: D.C. Circuit decision addressing the IRS Annual Filing Season Program.
    • Revenue Procedure 2012-12: IRS Internal Revenue Bulletin guidance for continuing education provider approval procedures.
    • 31 U.S.C. Section 9701: U.S. Code page for user charges under the Independent Offices Appropriation Act.
    • FTC Safeguards Rule: eCFR page for 16 CFR Part 314, Standards for Safeguarding Customer Information.
    • ABA Formal Ethics Opinion 18-483: ABA discussion of when lawyers should notify clients of data breaches.
    • Publication 4557: IRS guide to safeguarding taxpayer data for tax professionals and businesses.
    • Publication 5708: IRS guide for creating a written information security plan for tax and accounting practices.
    • DC Legal Ethics Opinion 377: Guidance on impaired lawyers and related professional responsibilities.
    • IRC Section 6110: Tax Notes research page for public inspection of written determinations and federal tax matter definitions.
    • Treas. Reg. Section 1.6662-3: Cornell Legal Information Institute page for negligence or disregard of rules or regulations.
    • Sexton v. Hawkins: Tax Notes court document on OPR jurisdiction over suspended or disbarred practitioners.

  • August 27, 2026 The Kovel Accountant (Webinar)

    • 1961 New York Yankees: Baseball-Reference team page supporting the presentation's historical introduction, with roster, standings, and season statistics.
    • United States v. Kovel: Second Circuit opinion addressing when attorney-client privilege can extend to an accountant assisting legal counsel.
    • Henry J. Friendly, Federal Judge, Dies at 82: New York Times obituary providing background on the judge who authored the Kovel opinion.
    • IRC Section 7525: Cornell Legal Information Institute page for the statutory confidentiality privilege covering federally authorized tax practitioners.

September 2026

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October 2026

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  • October 1, 2026 Qualified Business Income: A Practitioner's Guide to §199A, SSTB Classification, and the OBBBA Updates (Webinar)

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

  • October 13, 2026 Hiring Onboard Compliance: What are the Employer Responsibilities? (Webinar)

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

  • October 15, 2026 Basic Payroll Issues (Webinar)

  • October 20, 2026 Mismatching W-2 and Form 941 - IRS "B" and How to Respond (Webinar)

  • October 22, 2026 Preparing Form 941 (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 10, 2026 Form 1099-DA (Webinar)

  • November 11, 2026 Tax-Exempt Organizations (Webinar)

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

  • November 18, 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)

    • REG-116610-20: Federal Register proposed regulations governing practice before the Internal Revenue Service.
    • 31 U.S.C. Section 330: Cornell Legal Information Institute page for Treasury authority to regulate practice before the Department.
    • IRC Section 6694: Tax Notes research page for tax return preparer understatement penalties.
    • 26 CFR Part 300: eCFR user fee regulations referenced for enrolled retirement plan agents and enrolled agents.
    • Revenue Procedure 2014-42: IRS guidance establishing the Annual Filing Season Program.
    • AICPA v. IRS: D.C. Circuit decision addressing the IRS Annual Filing Season Program.
    • Revenue Procedure 2012-12: IRS Internal Revenue Bulletin guidance for continuing education provider approval procedures.
    • 31 U.S.C. Section 9701: U.S. Code page for user charges under the Independent Offices Appropriation Act.
    • FTC Safeguards Rule: eCFR page for 16 CFR Part 314, Standards for Safeguarding Customer Information.
    • ABA Formal Ethics Opinion 18-483: ABA discussion of when lawyers should notify clients of data breaches.
    • Publication 4557: IRS guide to safeguarding taxpayer data for tax professionals and businesses.
    • Publication 5708: IRS guide for creating a written information security plan for tax and accounting practices.
    • DC Legal Ethics Opinion 377: Guidance on impaired lawyers and related professional responsibilities.
    • IRC Section 6110: Tax Notes research page for public inspection of written determinations and federal tax matter definitions.
    • Treas. Reg. Section 1.6662-3: Cornell Legal Information Institute page for negligence or disregard of rules or regulations.
    • Sexton v. Hawkins: Tax Notes court document on OPR jurisdiction over suspended or disbarred practitioners.

  • 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)

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