EA 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.
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.
Multistate Payroll Nexus, Remote-Work Withholding, Fringe Benefit Audits & §6672 Trust-Fund Defense
Follows the Corporate Payroll Tax Manager and Controversy Enrolled Agent called into Horizon Logistics & SaaS after an unrecorded remote-work expansion across 19 states and a sudden Q3 cash crunch—fixing double-taxation under New York’s Convenience of the Employer rule, misallocated SUTA unemployment states, taxable gift cards and undocumented remote-work stipends, imputed executive auto/relocation income, and defending the Controller in an IRS Form 4180 IRC §6672 Trust Fund Recovery Penalty interview after the CEO ordered vendor bills paid ahead of Form 941 payroll taxes.
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.