CFP Continuing Education & Audit-Ready CPE Wallet
No 90-page static PDF dumps and no slow webinar timers asking if you are still awake. Walk through 4-, 6-, and 8-chapter audit, tax, and cyber investigations, inspect redlined workpaper exhibits, and earn verifiable PDF certificates eligible today for self-reporting across CISA, CIA, CMA, CFE, CISSP, CRISC, CISM, CCSP, Security+, CIPP/US, CGFM, SHRM-CP, PHR, CFA & FRM.
My Credentials & Multi-Vendor CE Compliance Wallet
Optional: select any licenses you hold to cross-count eligible courses and store external certificates for audit defense.
Interactive CPE & CE Course Catalog
Every course walks through a realistic 4-, 6-, or 8-chapter investigation with hands-free commute audio, interactive workpaper exhibits, and automatic multi-license credit mapping.
Treasury Circular 230 Ethics: Due Diligence, Conflicts of Interest & AI Tax Research
Follows an Enrolled Agent / CPA tax practice through a high-stakes filing season involving divorcing S-Corp co-owners, an undiscovered prior-year $180,000 ERC/basis omission, an aggressive fee proposal, and an unverified LLM tax citation.
Pass-Through Tax Compliance: S-Corp Reasonable Compensation, §704(b)/752 Basis & QBI Audits
Follows a multi-entity IRS examination of a high-income surgical practice (S-Corp) and medical office real estate syndicate (LLC taxed as a Partnership), reconstructing Form 7203 stock/debt basis, defending W-2 reasonable compensation, and navigating the 4-tier loss limitation hurdles.
CFP Board Code of Ethics, SEC Reg BI & Retirement Rollover Conflict Audits
Follows a dual-registered RIA / Broker-Dealer wealth practice during an unannounced SEC & CFP Board inquiry into $48M of 401(k)-to-advisory IRA rollovers, undisclosed 12b-1 custodial revenue sharing, and a senior client diminished-capacity power-of-attorney dispute.
2026 Post-TCJA / OBBBA Federal Tax Cliff, Corporate CAMT & Pillar Two Global Minimum Tax
Follows the Lead Tax Controversy & International Provision Partner advising Apex Precision Manufacturing Group (a founder-led U.S. group expanding into Ireland, Singapore, and Germany while considering a C-Corp restructuring) across 8 interconnected engagements covering post-TCJA/OBBBA rate and QBI rules, §174 domestic vs. foreign R&D capitalization, §163(j) interest traps, 15% Corporate CAMT AFSI scoping, OECD Pillar Two QDMTT/UTPR top-up taxes, and founder estate/QSBS structuring.
FP&A Rolling Forecasts, AI Variance Modeling, WACC Capital Allocation & M&A Working Capital Disputes
Follows the VP of FP&A and Corporate Development Lead at Apex MedTech across a turbulent fiscal year and $185M bolt-on acquisition—decomposing a mysterious 420-bps gross-margin collapse via Price-Volume-Mix variance math, catching an ML forecast data-leakage bug, correcting a single-WACC divisional capital-allocation error, and arbitrating an $8.7M post-closing M&A Net Working Capital peg dispute.
IRS AI-Driven Partnership & High-Net-Worth Audits, International Penalties & Tax Court Controversy
Follows the Lead Enrolled Agent & Tax Controversy Counsel representing Crestview Real Estate & Global Family Holdings after IRS Large Business & International (LB&I) AI selection models open a BBA partnership examination—challenging a non-pro-rata §704(b) special loss allocation and related-party basis-shifting transaction, assessing $480,000 in automatic Form 5471/3520/FBAR international information penalties, and forcing critical procedural elections between §6225 modification, §6226 push-out, IRS Appeals, and U.S. Tax Court.
Holistic Wealth, SECURE 2.0 Distribution Engineering, Direct Indexing Tax-Loss Harvesting & Estate Liquidity
Follows the Lead Wealth Strategist and Tax-Aware Portfolio Manager advising Dr. Elena Vance (age 61, retiring biotech CMO with $6.8M in concentrated low-basis company stock, a $2.9M Traditional 401(k)/IRA, a $1.4M inherited IRA from her late father, an overfunded $190k 529 plan, and a disabled adult nephew)—engineering multi-year Roth conversions around IRMAA cliffs, fixing missed post-RBD inherited IRA annual RMDs, hedging concentrated stock without triggering an IRC §1259 constructive sale, and cleansing cross-account direct-indexing wash sales.
Executive Compensation, Equity Payroll Taxation (ISOs/RSUs/83(b)), Contractor Audits & ERISA 401(k) Governance
Follows the Director of Global Payroll, Total Rewards Lead, and Tax Counsel at CloudScale AI during pre-IPO audit readiness—uncovering missed $100,000 next-day IRS payroll deposits on RSU vest settlements, a late day-32 IRC §83(b) founder stock election, discounted NSOs violating IRC §409A, 85 misclassified "1099 AI data-labeling leads," and late 401(k) employee deferrals plus excessive recordkeeping revenue sharing under ERISA.
Simple, Employer-Expensable CPE Pricing
Designed to sit cleanly below the standard $150 corporate card auto-approval threshold—with your first 2.0-hour course 100% free.
- Unlimited Multi-Vendor CE Wallet
- First 2.0-Hr Course Free (incl. Ethics)
- Instant Verifiable PDF Certificate
- Any CPE / CE Course
- Qualified Final Exam + PDF Certificate
- Multi-License Crosswalk credit
- Unlimited CPE / CE Courses for 12 months
- Automatic Multi-License Cross-Counting
- Audit Defense Packet export
- Unlimited CPE / CE Courses across all tracks
- Instant Employer Expense Receipt
- All 2026 Statutory & Ethics Updates
18-Hour Annual IRS AFSP Curriculum & Team CPE Licensing
Preview our structured 18-hour IRS AFSP tax preparer curriculum (6h AFTR + 100-Q open-book exam + 10h Federal Tax Law + 2h Circular 230 Ethics; IRS RPO registration pending), or download employer and government training justification sheets.