Continuing Professional Education (CPE) materials
Our Continuing Professional Education materials consist of newsletters issued four times per year, 2-hour Enrolled Agent Ethical Standards: Practices & Procedures issued once per year, and courses updated annually. All of our materials qualify for CPE credit for Enrolled Agents, Certified Public Accountants (CPAs), and Licensed Accountants.
All of our materials are approved by the IRS.
Elite Quarterly Newsletters - There are four quarterly Taxation issues (Spring, Summer, Fall, and Winter). Our newsletters cover current developments from Congress, IRS, Courts, and the Treasury. Each issue qualifies for 4 hours of CPE in the field of Taxation.
Ethics for EAs - The 2-hour Enrolled Agent Ethical Standards: Practices & Procedures material generally consists of information pertaining to Circular 230, Internal Revenue Code provisions and Treasury regulations dealing with income tax preparers, as well as IRS items and court cases that pertain to income tax preparers. It qualifies for 2 hours of Enrolled Agent Ethical Standards: Practices & Procedures. It does not meet state-specific ethics requirements for other professionals.
Courses - Our courses for EAs and CPAs are worth between 2- 6 hours of CPE and are updated annually. We are currently offering the courses listed below. See Order Now for more information.
Affordable Care Act - Employer Mandate (3 hrs)
Earned Income Credit (3 hrs)
S Corporations (3 hrs)
Partnership Taxation (2 hrs)
Corporate Taxation (2 hrs)
2019/2018 Easy Update & Inflation Adjustments (6 hrs)
Tax Cuts & Jobs Act Summary (4 hrs)
Selected Business Expenses (2 hrs)
Passive Loss and at Risk Rules (2 hrs)
Getting Cash out of your Business (3 hrs)
Entities and Title (2 hrs)
Education Tax Benefits (2 hrs)
Divorce Transfers and Settlements (2 hrs)
Business Travel and Entertainment (2 hrs)
Assets Income and Cash (2 hrs)
Retirement Plans Pensions Annuities (3 hrs)
Home Office Deductions (3 hrs)
Affordable Care Act - Individual Provisions (2 hrs)
General Information for Enrolled Agents, CPAs, and Licensed Accountants.
Continuing Education Requirements for Tax Professionals
Enrolled Agents - Continuing Education Requirements
- Obtain 72 hours every three years (based on your renewal cycle)
- Obtain a minimum of 16 hours per year (2 of which must be on Enrolled Agent Ethical Standards: Practices & Procedures)
- Use an IRS approved continuing education provider
Enrolled Agent Renewal
- Renewal cycle: every 3 years based on last digit of SSN. The November 1, 2017 - January 31, 2018 renewal cycle is for SSNs ending in 7, 8, 9, or none (view Circular 230 Section 10.6(d) for details)
- Renew online at Pay.gov (put 8554 in the search box)
- Renew on paper using Form 8554
We provide materials that satisfy the 2-hour Enrolled Agent Ethical Standards: Practices & Procedures required for EAs FREE for customers who subscribe to any of our packages. For each hour of CPE, there are five quiz questions. A minimum score of 70% is required; two additional attempts are permitted without additional cost. Hours are electronically reported to the IRS when you provide your PTIN. All credits must be obtained from IRS approved CE Providers. We are IRS approved!!
CPAs and Licensed Accountants
Our newsletters and courses conform with the enhanced AICPA/NASBA Standards for providers of continuing professional education. We are listed on the National Registry of CPE Sponsors, our materials ARE QAS-approved!
Texas CPAs - Texas State Board of Public Accountancy registered CPE sponsor. Sponsor ID # 005180.
NEWS FOR RTRPs
IRS currently has suspended the competency testing and continuing education requirements for RTRPs. See Recent Tax News for more information.