The Best Way for Tax Pros to Earn CE & CPE

2 IRS CE/CTEC/NASBA CPE*

Most tax professionals will see an audit notice land on a client's desk before they have the procedural reps to handle one. Correspondence exams arrive routinely; office and field exams less often, but when they do, the practitioner has thirty days from the 30-day letter to decide whether to sign, push back at the group manager level, or protest into Appeals.

2 IRS CE/CTEC/NASBA CPE*

Since November 2025, the threat landscape and the regulatory floor have both moved — and they've moved in the same direction. Attackers are using AI to produce phishing that defeats the red flags you trained your staff to spot. This 100-minute update briefing gives tax and accounting firm owners a clear picture of what's actually changed, what it means for your firm's legal exposure, and what decisions belong on your desk — not your IT vendor's — over the next 90 days.

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. ...