Tax Practice Pro, Inc.

06/03/2026

There’s still time to join us TODAY at 1 PM ET for our FREE program:

Types of Trusts and Corresponding Form 1041 Issues

Presented by Jaye E. Tritz, EA, CFP

Earn:
✅ 2 IRS CE
✅ 2 CTEC CE
✅ 2 NASBA CPE

Trust returns can get tricky fast—grantor vs. non-grantor, simple vs. complex, DNI, distributions, K-1 reporting, and Form 1041 filing issues all matter.

Can’t join us live? Register anyway and you can watch the on-demand replay for free.

Register here:
[https://www.taxpracticepro.com/webinars/types-of-trusts-and-corresponding-form-1041-issues]

Trust returns sit in an awkward place in most practices. Not frequent enough to be routine, complex enough that the errors compound, and the client usually doesn't know what kind of trust they have. The first job is classification — grantor or non-grantor, simple or complex, and which subset of ei...

06/01/2026

Tax professionals: the 2026 AFTR exam is available now for Tax Practice Pro subscribers.

If you are not an enrolled agent, CPA, or attorney, the Annual Federal Tax Refresher is one of the best first steps you can take toward building credibility as a tax professional.

Here’s the plain-English version.

The AFTR is the Annual Federal Tax Refresher. It is the tax law refresher exam tied to the IRS Annual Filing Season Program, commonly called AFSP.

AFSP is the IRS voluntary program for tax return preparers who are not otherwise credentialed. Completing the AFTR requirement, along with the required continuing education, allows eligible preparers to receive an Annual Filing Season Program Record of Completion from the IRS.

Why does that matter?

For many newer or non-credentialed preparers, AFSP is a practical first credentialing step. It shows clients and employers that you are taking tax preparation seriously, staying current, and meeting IRS continuing education expectations.

It may also give qualifying participants limited representation rights before the IRS for returns they prepared. That does not make someone an EA, CPA, or attorney, and it does not replace the value of becoming credentialed. But it is a meaningful step forward for preparers who are building their professional foundation.

The best part?

If you are already a Tax Practice Pro subscriber, the AFTR self-study exam is already included.

You can request the written book now, study at your own pace, and take the exam when you are ready. We expect to offer a video program sometime this summer, but you do not need to wait if you want to begin now.

To request access to the study materials and exam link, email:

[[email protected]](mailto:[email protected])

This is a smart move for tax professionals who want to keep growing, strengthen their professional profile, and take the next step toward a more serious tax practice.

05/22/2026

AI is moving from “answers” to “action.” Agents like Claude Cowork are starting to handle real, repeatable work inside accounting firms.

Join Toni Witt for Claude Cowork & Agents for Accounting: An Introduction on May 28, 2026 at 3:00 PM ET
1 NASBA CPE ONLY

In this session, we’ll walk through:

What agents are (and what they aren’t)
Best practices for using & building agents responsibly
Live demos
Real-world use cases you can adapt inside your firm

🎟️ $89 — Register here: https://champ.ly/vZSVOiPX
(self-study recording not available for NASBA CPE credit.)

"Our best deal is always to become a monthly subscriber" https://taxpracticepro.com/become-a-subscriber *Self-Study recording not available for NASBA CPE credit.

05/22/2026

If you handle representation work (or you’re adding it), Appeals is where outcomes change—when you know what Appeals is actually doing.
Examination Appeals 2026 with Alan Pinck, EA
📅 May 28, 2026 | ⏰ 1:00 PM EDT | 🎟️ $89
2 IRS CE | 2 CTEC | 2 NASBA CPE
Register: https://champ.ly/4B1byPcs

This program walks the examination Appeals process from the 30-day letter through the closing agreement, including:

When to appeal vs. when to let the SNOD issue and petition Tax Court

How to draft a protest: what it needs to include + how to frame disputed issues so an Appeals Officer can work them

What changes when the dollar threshold shifts the form of the request

The conference: what to bring, what Appeals can/can’t consider, and how ex parte rules shape the discussion

Why reading IRM Part 8 before you write the protest helps you see what the AO must do vs. may do—and where leverage sits

Who it’s for: Experienced EAs, CPAs, and tax attorneys handling representation work (or adding it).

(Self-Study recording not available for NASBA CPE credit.)

The examiner won't move. The manager backed the examiner. The 30-day letter is on the table and the client is asking what happens next. Appeals is the next room, and the practitioners who get results there are the ones who understand what Appeals is actually doing — weighing hazards of litigation,...

05/22/2026

When a client calls in a panic because their passport renewal is denied (or at risk), you need a clear, compliant path forward—fast.

Join Heather Posey, JD for this FREE live training:
✈️ Cleared for Takeoff: Resolving Passport Certifications
🗓️ Wednesday, May 27, 2026 • ⏰ 3:00 PM ET

You’ll walk away with practical guidance on:

What the IRS considers “seriously delinquent tax debt”
Key exclusions (statutory + discretionary) that can prevent/undo certification
How the IRS and State Department processes work in real cases
Resolution strategies and how to request expedited help for urgent travel needs

Save your seat (free): https://champ.ly/_HInlJef
1 IRS CE | 1 NASBA CPE | 1 CTEC (Self-study recording not available for NASBA CPE).

Tag a colleague who should attend!
Become a Member to watch this class and so much more unlimited CE for just $57/Mo Here: https://hi.switchy.io/t5V9

"Our best deal is always to become a monthly subscriber" https://taxpracticepro.com/become-a-subscriber *Self-Study recording not available for NASBA CPE credit.

05/22/2026

Most offices aren’t “international tax” shops—until a client shows up with foreign accounts, a foreign-owned entity, or a nonresident filing requirement.

Join John Sheeley, EA for a practical, non-specialist-friendly session:
FREE Webinar: The International Forms Every Tax Office Should Know Post OBBBA
🗓️ Wednesday, May 27, 2026 | ⏰ 1:00 PM ET
👉 Register FREE: https://champ.ly/OCHiWTWY

You’ll learn when key forms may be required and what’s at stake when they aren’t filed, including: 1040-NR, 1120-F, 5471, 5472, 8865, 8621, 8858, 8938, 3520/3520-A, FBAR (114A) and more.

*Self-study recording not available for NASBA CPE credit.

Share with a colleague who should attend!

Become a Member to watch this class plus so much more unlimited CE for just $57/Mo Here: https://champ.ly/u_zPrP7T

05/22/2026

🚨 BIG NEWS FOR TAX PROFESSIONALS 🚨

Tax Practice Pro has officially been approved to offer the IRS Annual Federal Tax Refresher (AFTR) program.

The AFTR course and exam are required for many preparers seeking the IRS Annual Filing Season Program (AFSP) Record of Completion.

📅 Beginning June 1, we expect to begin releasing materials and offering the AFTR exam.

A few important notes:

✔ Available EXCLUSIVELY to Tax Practice Pro subscribers
✔ Included with your Tax Practice Pro membership
✔ Initially available as SELF-STUDY
✔ Possible LIVE webinar series later this year
✔ Built specifically for working tax professionals

The IRS Annual Filing Season Program (AFSP) Record of Completion is issued by the IRS to eligible preparers who complete the AFTR and related continuing education requirements.

Learn more about the IRS AFSP requirements here:
https://www.irs.gov/tax-professionals/general-requirements-for-the-annual-filing-season-program-record-of-completion

Interested in becoming a Tax Practice Pro member?
https://www.taxpracticepro.com/join-now

We are excited to continue expanding professional education opportunities for the tax community.

Join Tax Practice Pro’s subscription for unlimited live & on-demand CE. Earn credits anytime, access expert-led courses, and grow your tax skills year-round.

05/22/2026

When a collections case involves multiple periods, noncompliance, high balances, and mixed resolution options, the “standard” playbook breaks down fast.

That’s why this session is built around case studies you’ll recognize from your own practice:

Case Studies in Complex Collections
🎤 Marc Dombrowski, EA
🗓️ Tuesday, May 26, 2026 | ⏰ 3:00 PM ET | ⏳ 2 hours

What you’ll sharpen in this program:

How to analyze complex fact patterns using the IRC, Treasury Regs, and IRM guidance
Evaluating resolution paths: IA, OIC, CNC, and appeals/CDP
Identifying key financial issues and assessing reasonable collection potential
Procedural + documentation considerations—and practitioner responsibilities under Circular 230

🎟️ $89 — Register here: https://champ.ly/fdHuFlQ3
IRS 2 | NASBA 2 | CTEC 2 (Self-study recording not available for NASBA CPE.)

"Our best deal is always to become a monthly subscriber" https://taxpracticepro.com/become-a-subscriber *Self-Study recording not available for NASBA CPE credit.

05/22/2026

The IRS is expanding its digital platforms—and tax pros who know how to use them well can reduce back-and-forth and speed up client resolutions.

Join Jim Buttonow, CPA, CITP for a practical walkthrough:
Practical Uses of IRS Online Tools and Transcripts
🗓️ Tuesday, May 26, 2026 | ⏰ 1:00 PM ET | ⏳ 2 hours

You’ll cover:
✅ Current capabilities + where IRS online tools are headed
✅ Getting and managing access the right way
✅ Streamlining client support with electronic Forms 2848 & 8821
✅ When you’ll still need direct IRS interaction beyond filing
✅ Smarter transcript use + proactive client account access

Register: https://champ.ly/K6wSLEuD
*Self-study recording not available for NASBA CPE credit.
Become a Member and watch this class plus so much more unlimited CE for just $57/Mo Here: https://hi.switchy.io/t5V9

This course provides tax professionals with a practical overview of the IRS’s expanding suite of digital tools and how to leverage them effectively in client service.

05/21/2026

Complex IRS collection cases require more than form familiarity—they require analysis and strategy: financial diagnostics, RCP thinking, procedural timing, and a clear decision framework across competing collection alternatives.
Case Studies in Complex Collections uses real-world fact patterns (high-dollar liabilities, noncompliance, multiple tax periods) to help practitioners strengthen resolution decisions, including installment agreements, offers in compromise, currently not collectible, and CDP/appeals considerations—plus documentation requirements and Circular 230 responsibilities.
🗓 May 26, 2026 • 3:00 PM ET | 💳 $89
🎙 Marc Dombrowski, EA
🧾 2 IRS CE / CTEC / NASBA CPE*
Register: https://champ.ly/9qC0CLwm
*Self-study recording not available for NASBA CPE credit.
Become a Member and watch this class plus so much more unlimited CE for just $57/Mo Here: https://hi.switchy.io/t5V9

This program teaches tax practitioners how to analyze and resolve complex IRS collection cases using real-world case studies. Participants will review fact patterns involving high-dollar liabilities, noncompliant taxpayers, multiple tax periods, and competing collection alternatives. The program foc...