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CPA Trendlines Academy is a professional education partnership between CPA Trendlines.com (content provider) and The CPA Trendlines Academy. The cooperative effort provides an active extension of The CPA Trendlines Streaming Network, its contributors, authors, podcasters and industry influentials. Our goal is to provide the highest quality CPE for accounting cpe to CPAs, IRS tax preparer CE and other taxt professionals. In addition, through the cutting-edge actionable content provided daily through the streaming network, we aim to offer insight and transformative direction to the heart of the accounting profession. _
Upcoming Live Webinars
" Between the Deadlines" Critical 2025 and 2026 Federal Tax Developments Every Tax Pro Must Know" with Bradley Burnett, J.D., LL.M
Thursday, April 2, 2026 - 1:00 pm - 4:00 pm EDT $149.00
For 2025 return preparation and 2026 tax planning, there's a whole lot more on the plate than usual. New legislation, some of it retroactive and some prospective is a real game changer. Some of the new legislation retroactively applicable to the beginning of 2025 is not particularly well defined with reporting guidance. Many new elections are available. Other elections made in the past may be newly undone.
What's the result of all of this?
A huge quandary of choices. Many preparers have already made choices on tax returns already filed. Perhaps some of those choices are regrettable. May those choices be undone? In many cases, yes. In golf, we call it mulligans. In tax, we call it learning what to do and retroactively putting yourself in the right place at the right time. We'll show you exactly how to do it AND also how to make the best choices from this point in filing season forward.
Highlights:
- Superseding returns - Ins and outs, do's and don'ts, major opportunities and pitfalls
- OBBBA (newly effective tax legislation) cost recovery new choices and timing traps
- Business interest expense deduction - Best moves to make now (including possibly undoing elections)
- R&D expenses - Whether, how and when to amend returns to generate handsome tax refunds - Who's in an who's out
- Covid ERC - Explosion of new court cases re: refund eligibility, brand new earth shaking wrinkles on timing of wage expense reduction and income taxable income resulting from ERC refunds - Does the tax benefit rule really apply? Or, is IRS blowing smoke?
- Effect on preparer behavior of Murrin v. Comm. - a/k/a Is the statute of limitations for assessment really open forever?
- What's really happening re: IRS and paper check refunds and what to do about it (taxpayers on a starvation diet)
- Treading water and stopping dam breaks re: IRS's new first time penalty abatement policy
- Effect of new legislation on periods of limitation for claims for refund
- All new IRS treacherous changes to Form 1065 and 1120-S
Learning Objectives
✅List critical elections, undoing of prior elections and timing choices affecting tax preparers and taxpayers this filing season
✅Identify how to put best tax planning in motion starting with the 2025 return and moving forward
✅ Demonstrate how to undo and redo certain tax positions on 2025 returns that may be regrettable
Level: Update
Instructional Method: Group:Internet-based
NASBA Field of Study: Taxes (3 hours)
Program Prerequisites: Basic understanding of tax preparation.
Advance Preparation: None
3 IRS CE # IVYPC-U-00008-26-0
On Demand Webinars
download to your PC and view at your convenience
Presented, March 25. 1:00 pm - 2:00 pm EDT. Free to download to your PC
This webinar explores how CPAs can embrace artificial intelligence not as a threat, but as a tool to amplify their uniquely human advisory skills. Padar argues that as AI automates compliance work, the future of accounting lies in strategic advisory services — and those who develop a high AIQ (Artificial Intelligence Quotient) will have a distinct competitive advantage. The presentation introduces the four dimensions of AIQ — Prompting, Evaluating, Applying, and Iterating — and provides practical frameworks for using AI as a thinking partner in client conversations, decision-making, and firm leadership. It also showcases XcelLabs tools including Navi, an AI coaching copilot, and highlights how digital champions can drive meaningful change from any level within their organization.
Presented on February 11, 2026.
On Demand $79.00 Video Run time 1:4714 Download includes Video Recording and Slide Deck
Summary: On newly finalized 2025 Forms 1065, Schedules K-1 and in related instructions, IRS is launching new reporting requirements. Chaos can result for the untrained eye. In this action packed 2 hour program, you’ll learn all of IRS’s demands on the 2025 Form 1065, its Schedule K-1 and related Form 8825. We can’t wait to be a deer in the headlights on this one