Live Tax Webinars Built for Practical CPE Credit
Find the live webinar topic that matches your next client question, then register early to secure your spot and keep your CPE plan on track.
May 2026
7 sessionsLive Webinar
Completing Form 706 and DSUE
Course details
This course provides practical, step-by-step guidance on completing Form 706, with a focus on calculating and electing the Deceased Spousal Unused Exclusion (DSUE) amount. Participants learn how to properly report assets, deductions, portability elections, ...
Live Webinar
2026 Quarterly Update Part 1
Course details
This course delivers a comprehensive first-quarter update on federal tax law changes, guidance, and developments affecting the 2026 tax year. Participants review new legislation, IRS regulations, notices, and court decisions, with an emphasis on how these u...
Live Webinar
Gift Tax and Completing Form 709
Course details
This course explains federal gift tax rules and provides step-by-step instruction on completing Form 709 for reportable gifts. Participants learn how to apply the annual exclusion, lifetime exemption, gift splitting, valuation rules, and common elections re...
Live Webinar
Estates and Trust Tax Returns on Form 1041
Course details
This course provides practical instruction on preparing estate and trust income tax returns using Form 1041, from initial setup through final filing. Participants learn how to determine filing requirements, allocate income between fiduciaries and beneficiar...
Live Webinar
The Fifth Amendment & Offshore Audits
Course details
This course explores the intersection of Fifth Amendment protections and IRS offshore enforcement, including how constitutional rights may limit compelled disclosures in civil tax examinations. We examine key cases such as United States v. Hubbell and Doe v...
Live Webinar
Social Security & Medicare Update
Course details
As Social Security, Medicare, and Medicaid rules continue to evolve, tax professionals are increasingly expected to guide clients through complex benefit decisions that directly affect retirement security and long‑term financial outcomes. This webinar pro...
Live Webinar
Alphabet Soup for Offers in Compromise
Course details
This course breaks down the key acronyms and forms that drive the IRS Offer in Compromise (OIC) process, including DATC, ETA, RCP, and CSED. Practitioners will gain a clearer understanding of when to use Forms 433-A(OIC), 433-B(OIC), and 656, and how IRS sy...
June 2026
10 sessionsLive Webinar
Form 4797, Tax Planning, Sales Allocation and More
Course details
This course provides detailed instruction on completing Form 4797, with an emphasis on reporting the sale, exchange, and disposition of business property. Participants learn how to properly allocate sales price, distinguish between ordinary income and capit...
Live Webinar
Gambling
Course details
This course covers the federal tax treatment of gambling income and losses, including reporting requirements under IRC §165(d) and the impact of Form W-2G. Attendees will learn how to distinguish between recreational and professional gamblers, apply substa...
Live Webinar
Retirement Planning – Secure 1.0 / 2.0 Acts
Course details
The SECURE Act of 2019 and the SECURE 2.0 Act of 2022 represent the most significant changes to the retirement planning landscape in decades. This course provides CPAs, EAs, and other tax professionals with a clear, practical overview of the new rules and t...
Live Webinar
Ethics Part 1 – Selling Your Practice and § 7216 Requirements
Course details
Live Webinar
Ethics Part 2 – Changes Proposed in the New Regulations and Why This is Important
Course details
Join us as we discuss some of the significant changes in the forthcoming regulations. Has “due diligence” changes, what about CPE Credits and requirements. This will be a good review of the issues we need to be aware of concerning the proposed Circular ...
Live Webinar
Form 1099NEC and 1099MISC / Information Reporting - Mid-Year Updates
Course details
This course provides a focused update on recent changes to Forms 1099-NEC and 1099-MISC, including filing thresholds, reportable payment categories, and electronic submission requirements under the IRS’s e-file mandate. Attendees will learn how to classif...
Live Webinar
Unreimbursed Expenses in LLC’s
Course details
Depending on whether the entity is taxed as a partnership or an S Corporation, what expenses are deductible? Discussion will include the key differences between entities concerning these out-of-pocket expenses
Live Webinar
Divorce & Tax Implications
Course details
This course examines the federal tax consequences of divorce and separation, focusing on how marital status changes affect filing status, dependents, and income reporting. Participants learn the tax treatment of alimony, child support, property settlements,...
Live Webinar
EIC Eligibility and Due Diligence
Course details
This course explains Earned Income Credit eligibility requirements and the due diligence obligations imposed on tax return preparers. Participants learn how to determine qualifying children, apply income and residency tests, complete required worksheets, an...
Live Webinar
Qualified Charitable Distributions (QCD)
Course details
We will discuss how using the QCD will benefit your client and coordination with RMD’s and IRS Contributions.
July 2026
9 sessionsLive Webinar
2026 Quarterly Update Part 2
Course details
Find out what is new with IRS and guidance that has been issued recently. We also look at practices and procedures changes or reminders. This one-hour session will keep you up to date.
Live Webinar
Changing LLCs Structures – Tax Implications
Course details
This course examines the federal tax implications of changing LLC structures, including conversions, reorganizations, and classification elections. Participants learn how entity classification rules, deemed transactions, basis adjustments, and timing issues...
Live Webinar
Research Using ChatGPT
Course details
Are you ready to move into the Artificial Intelligent (AI) tools available online. Join us as we demonstrate the advantages and disadvantages of using AI in tax research. The “human” element is still necessary, and caution should be used, but AI can be ...
Live Webinar
Calculating Basis of S-Corporation Shareholders
Course details
This course explains how to calculate and track shareholder basis in S corporations, with a focus on the tax implications of contributions, distributions, loans, and passthrough income or loss. Attendees will learn how to properly complete Form 7203 and und...
Live Webinar
From Summonses to International Evidence Gathering Techniques – How the IRS Gathers Evidence in the 21st Century
Course details
This course reviews the evolving tools the IRS uses to gather evidence in civil and criminal tax cases, from administrative summonses to electronic surveillance and treaty-based requests. We examine key procedures under IRC §7602, John Doe summonses, FinCE...
Live Webinar
2026 Statutes
Course details
Join us as we review the 3 Statue Issues with IRS, Collection, Assessment and Refund. It is important as tracking statutes protect your client but understanding them can be confusing. We will demystify all three and provide examples.
Live Webinar
Ethics Part 3 – What are Our Ethical Responsibilities When Dealing with the Non-Filer
Course details
Non-Filers are hard, and it is never too late to remind ourselves of the overall process and our ethical responsibilities. The retainer is a must, but being able to motivate the client can be a difficult issue. How does “due diligence” apply and where d...
Live Webinar
Ethics Part 4 – Ethical Responsibilities During an IRS Audit
Course details
Audit selection is increasingly AI-driven instead of random or purely manual. AI enables faster scanning and analysis of huge volumes of data — returns, 3rd-party reports, correspondence — which would be impossible via manual processing at that scale. A...
Live Webinar
Employee vs. Contractor from IRS perspective
Course details
This course outlines how the IRS determines whether a worker is classified as an employee or independent contractor, focusing on the three-factor control test: behavioral, financial, and relationship of the parties. Attendees will learn how to apply IRS sta...
August 2026
6 sessionsLive Webinar
Employee vs Independent Contractor with VCSP and CSP
Course details
This course analyzes worker classification rules to determine whether individuals should be treated as employees or independent contractors for federal tax purposes. Participants learn how to apply common law factors, understand payroll and information repo...
Live Webinar
Managing the IRS Examination
Course details
This course provides practical guidance on managing an IRS examination from initial notice through resolution. Participants learn how to prepare clients, organize documentation, communicate effectively with examiners, and respond to information requests, pr...
Live Webinar
Currency Reporting in Federal Practice: Form 8300, CTRs, and SARs
Course details
This program covers the three core Bank Secrecy Act reporting regimes – Form 8300, Currency Transaction Reports (CTRs), and Suspicious Activity Reports (SARs)—with focus on legal authority, filing triggers, responsible parties, deadlines, and penalty ex...
Live Webinar
Ethics Part 1 – Selling Your Practice and § 7216 Requirements
Course details
Live Webinar
Ethics Part 2 – Changes Proposed in the New Regulations and Why This is Important
Course details
Join us as we discuss some of the significant changes in the forthcoming regulations. Has “due diligence” changes, what about CPE Credits and requirements. This will be a good review of the issues we need to be aware of concerning the proposed Circular ...
Live Webinar
The Kovel Accountant
Course details
This course explains the legal foundation and practical application of the Kovel doctrine, which extends attorney-client privilege to accountants engaged by legal counsel. Attendees will explore how to properly structure Kovel arrangements, avoid waiver of ...
September 2026
3 sessionsLive Webinar
Offers in Compromise
Course details
Discussion will include the steps we need to follow to prepare the Office in Compromise. The 3 OIC types, purpose and IRS authority, what is allowed as an expense and what we need to include or exclude in the offer. An example of determining qualifications ...
Live Webinar
Employment Taxes and the Trust Fund Recovery Penalty
Course details
This course covers the rules and enforcement procedures related to unpaid employment taxes and the IRS’s ability to assess the Trust Fund Recovery Penalty (TFRP) under IRC §6672. Attendees will learn how the IRS determines “willfulness” and “respon...
Live Webinar
2026 Quarterly Update Part 3
Course details
Find out what is new with IRS and guidance that has been issued recently. We also look at practices and procedures changes or reminders. This one-hour session will keep you up to date.
October 2026
5 sessionsLive Webinar
Retirement Plan Distributions After SECURE 1.0 / 2.0 Acts
Course details
The SECURE Act of 2019 and the SECURE 2.0 Act of 2022 introduced sweeping reforms affecting required minimum distributions, inherited retirement accounts, Roth treatment, charitable giving strategies, and early withdrawals. These changes significantly alter...
Live Webinar
How the IRS Reconstructs Income in Tax Fraud Cases
Course details
This session explores the IRS’s indirect methods for reconstructing income when financial records are missing, incomplete, or suspected to be manipulated in fraud cases. Attendees will review techniques such as the bank deposits method, net worth method, ...
Live Webinar
Ethics Part 3 – What are Our Ethical Responsibilities When Dealing with the Non-Filer
Course details
Non-Filers are hard, and it is never too late to remind ourselves of the overall process and our ethical responsibilities. The retainer is a must, but being able to motivate the client can be a difficult issue. How does “due diligence” apply and where d...
Live Webinar
Ethics Part 4 – Ethical Responsibilities During an IRS Audit
Course details
Audit selection is increasingly AI-driven instead of random or purely manual. AI enables faster scanning and analysis of huge volumes of data — returns, 3rd-party reports, correspondence — which would be impossible via manual processing at that scale. A...
Live Webinar
The Tricky Like-Kind Exchange
Course details
This course examines complex and high-risk issues involved in like-kind exchanges under Section 1031. Participants learn how to identify qualifying property, apply timing and identification rules, address related-party and improvement exchange complications...
November 2026
7 sessionsLive Webinar
Complications with Residential Rentals
Course details
This course addresses common and complex tax issues related to residential rental properties, including income reporting, expense deductions, depreciation, and loss limitations. Participants learn how to apply passive activity rules, distinguish repairs fro...
Live Webinar
Fraud Technical Advisors: An End-Run Around the Case of Tweel?
Course details
This course examines the evolving role of IRS Fraud Technical Advisors (FTAs) and whether their involvement in civil audits raises constitutional or procedural issues under the landmark case United States v. Tweel. We analyze how FTAs coordinate with examin...
Live Webinar
Form 1099-DA
Course details
Digital assets are pretty much the norm as we look to the future. Join us as we review the 1099-DA and the changes to the 2025 Forms Schedule D and Form 8949.
Live Webinar
Tax-Exempt Organizations
Course details
This course provides an overview of federal tax rules governing tax-exempt organizations, including qualification, compliance, and ongoing reporting obligations. Participants learn how to apply exemption requirements, manage unrelated business income, and p...
Live Webinar
Introduction to Financial and Estate Planning for IRAs
Course details
Join us to explores IRA and estate planning in the post-SECURE 1.0 / 2.0 Acts environment. This session will demystify complex topics such as “Designated Beneficiary Trusts,” “Eligible Designated Beneficiary Trusts,” and “See-Through Trusts.” Ga...
Live Webinar
Maximizing Your Deductions on Form 1040
Course details
This course focuses on identifying and maximizing allowable deductions on Form 1040 while remaining compliant with federal tax law. Participants learn how to properly apply above-the-line deductions, itemized deductions, limitations, phaseouts, and substant...
Live Webinar
2026 Quarterly Update Part 4
Course details
Find out what is new with IRS and guidance that has been issued recently. We also look at practices and procedures changes or reminders. This one-hour session will keep you up to date.
December 2026
3 sessionsLive Webinar
Ethics Part 1 – Selling Your Practice and § 7216 Requirements
Course details
Live Webinar
Ethics Part 2 – Changes Proposed in the New Regulations and Why This is Important
Course details
Join us as we discuss some of the significant changes in the forthcoming regulations. Has “due diligence” changes, what about CPE Credits and requirements. This will be a good review of the issues we need to be aware of concerning the proposed Circular ...
Live Webinar
Alphabet Soup for Installment Agreements
Course details
This course decodes the key acronyms, forms, and procedures used in securing IRS installment agreements, including SLIA, FTA, TIA, IDRS, and CNC status. Practitioners will learn how to navigate Forms 433-D, 9465, and 433-F, as well as when streamlined, part...
Registration Guidance
Before You Register
New attendees should enter their name and email exactly as they should appear on CPE records and completion certificates. Please include any required IRS accreditation information during registration, including PTIN or Enrolled Agent details when applicable, so attendance and credit reporting can be handled cleanly.
Returning Attendees
If this is your first time using the new Basics & Beyond registration system, log in with the email address used for prior CPE Hours registrations. Use the password reset option if the new system does not recognize your previous password.
For firm or group registrations, start with the group signup information below so attendee names, emails, and credit records are collected consistently.
