On-Demand Webinars
Watch a webinar anytime you like. These previously recorded webinars will provide you the continuing education credits you want and need.
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IRS Collection Fundamentals and Solutions
IRS Collection Fundamentals and Solutions
Area: Ethics
In this course, you will receive an overview of the IRS collection process, enforcement actions, and key concepts in representing clients in IRS collection matters. Presented by former IRS compliance enforcement officer Jim Buttonow, CPA, CITP—who has been a leader in helping tax professionals resolve tax issues since 2005—this course will explain how to evaluate each option and determine which is best for the client. Best practices to avoid enforced collection will also be explored. This course will also educate tax professionals on how to conduct a financial analysis to determine the client’s ability to pay their unpaid balances. The tax professional will gain an understanding of the best alternative for their client, including when an offer in compromise is a viable option.
IRS Penalties and Unfiled Return Issues
IRS Penalties and Unfiled Return Issues
Area: Ethics
In this course, you will explore the most common post-filing penalties and the options available for obtaining relief, including requesting and appealing penalty abatement. Presented by former IRS compliance enforcement officer Jim Buttonow, CPA, CITP—who has been a leader in helping tax professionals resolve tax issues since 2005—you will learn how to apply first-time abatement and establish reasonable cause, along with understanding key abatement scenarios. The course also covers the growing need for assistance with delinquent returns, including best practices for preparing, filing, and following up on past-due filings.
Effectively Using IRS Tools and Transcripts
Effectively Using IRS Tools and Transcripts
Area: Ethics
In this course, you’ll discover the many ways taxpayers and tax professionals can work with the IRS online using the tools and resources available. Presented by former IRS compliance enforcement officer Jim Buttonow, CPA, CITP—who has been a leader in helping tax professionals resolve tax issues since 2005—this course shows you how to save time by adopting new IRS online features and effectively using IRS transcripts to answer client questions and resolve common issues.
Area: Federal Tax Law
In recent years there has been an uptick in state legalization of cannabis for recreational purposes, with states gaining millions and in some cases billions of tax revenues from the sale of cannabis. While income from illegal cannabis sales is reportable for federal income tax purposes, there are various intricacies that come into play with expense deductions. These same intricacies exist at the state level. This course explores the various tax implications and also explores some of the controversies regarding expense deductions.
Circular 230 and Rogue Return Preparers
Circular 230 and Rogue Return Preparers
Area: Ethics
Employee Retention Tax Credit: From the Cares Act to the IRS Moratorium
Employee Retention Tax Credit: From the Cares Act to the IRS Moratorium
Area: Federal Tax Law
Why does the Employee Retention Tax Credit still matter? Two reasons. First, it has been a popular credit that still has implications for employers and taxpayers. Second? Ongoing scams and fraud, and the resulting IRS moratorium. This course provides an overview of the Employee Retention Tax Credit, and provides specific information on IRS efforts to stem the rise of fraud associated with the credit, including imposing a moratorium on ERTC claims, announcing settlement and withdrawal procedures, and the providing educational material on the credit.
Last Revision: April 2024
Erase the Penalty: A Tax Professional's Guide to Abatement
Erase the Penalty: A Tax Professional's Guide to Abatement
Area: Federal Tax Law
This on-demand webinar is designed for tax professionals seeking best practices for removing tax penalties on behalf of their clients. Presented by Robert Nordlander, CPA, author, speaker, and former IRS special agent, this session provides valuable insights into the penalty abatement process, common types of penalties, and how abatements can save your clients thousands or even hundreds of thousands of dollars. Topics include reasonable cause, estimated tax penalties, and the IRS’s evaluation process for penalty abatement.
Last Revision: May 2025
Area: Federal Tax Law
This course offers a practical introduction to estates and trusts by reviewing their fundamental differences and how these entities are established. Participants will explore the types of trusts, including a summary of special elections. Income tax implications for both estates and trusts will be discussed, along with the specific filing requirements of Form 1041, ensuring you're confident in applying these concepts in real-world tax scenarios.
Ethics and Circular 230: Rules, Risks, and Real-World Judgment Calls
Ethics and Circular 230: Rules, Risks, and Real-World Judgment Calls
Area: Ethics
Ethical tax practice goes beyond knowing the rules — it’s about applying them in real-life scenarios. In this engaging webinar, two veteran CPAs walk through Circular 230, practitioner responsibilities, common violations, and how to handle tough ethical dilemmas with confidence and compliance. Designed for any tax return preparer seeking clarity and credibility.
Fundamentals of Tax Forms 1099-C, A, and K
Fundamentals of Tax Forms 1099-C, A, and K
Area: Federal Tax Law
Cancellation of debt? Abandonment of property? Third-party transactions? These can be complex issues and each of them can affect the others. What do you and your clients need to know about proper reporting for IRS Tax Forms 1099-C, A, and K? In this webinar, we bring these complex topics down to earth. We’ll help you know when each form is needed and how it is used.
Gambling Winnings - Compliance and Reporting Considerations
Gambling Winnings - Compliance and Reporting Considerations
Area: Federal Tax Law
Sports gambling has raised the stakes with reporting and compliance considerations! This course provides an overview of recent changes in law impacting the gambling industry, gambling businesses or operators’ excise tax and information reporting requirements, and individual income tax reporting requirements for those that are either lucky or skilled enough to win.
Gift Tax Reporting and Form 709
Gift Tax Reporting and Form 709
Area: Federal Tax Law
This on-demand webinar is designed for tax professionals seeking best practices for completing Form 709 in the tax planning process. Presented by Randy Adams, EA, MSA, and experienced tax preparation instructor since 2011, the session provides valuable insights into topics such as portability and when it can be used effectively, annual exclusion, and how to complete the different areas of Form 709 when it is needed. This webinar serves as a comprehensive guide for tax professionals who want a thorough understanding of managing assets regarding retirement accounts and gifting.
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