The Best Way for Tax Pros to Earn CE & CPE

2 IRS CE/CTEC/NASBA CPE*

When a client lands in your office with an unexpected balance due, the path forward is rarely an Offer in Compromise. It's an installment agreement — and since the IRS restructured its payment plan architecture in March 2025, the analysis a practitioner has to run looks different than it did a year ago. The Streamlined Installment Agreement is gone. The Simple Payment Plan replaced it, with new thresholds, a new financial disclosure cutoff, and revised lien mechanics. Practitioners who are still working from the old framework are quoting clients the wrong terms. ...

2 IRS CE/CTEC/NASBA CPE*

Practitioners regularly inherit clients carrying penalties whose abateability turns on which authority actually applies — statutory, regulatory, administrative, or case law. Reasonable cause, first-time abatement, Rev. Proc. 84-35 for small partnerships, and §6751(b) supervisory-approval challenges all live in different lanes. Picking the wrong path, or stacking them in the wrong order, wastes the client's best shot at relief.

2 IRS CE/CTEC/NASBA CPE*

IRS increasingly relies on computer matching and correspondence to correct errors potentially found in tax returns. This course exams best practices for handling correspondence audits, from the opening interview to sending the package, while looking at research processes, including a brief sojourn into using an LLM for your practice