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CPE – How It Works

Most months, we will premiere at least one new continuing education webinar. Each webinar will be 50 minutes in length (1 CPE hour), and you need to be online for the entire thing to receive credit for any of it.

You will need to register for each webinar individually, for attendance tracking purposes. In order to receive credit for attending, and receive your Certificate of Completion, you will need to:

  1. Register for the specific webinar session ahead of time.
  2. Attend for the entire 50 minutes.
  3. Respond to all three polling questions presented during the webinar.
  4. If you complete all three items above, your Certificate of Completion will be emailed to you within one week of the webinar and your attendance will also be reported to the IRS if you provided a valid PTIN at the time of registration.
  5. If you fail to meet any of the attendance verification requirements, you will NOT be issued a Certificate of Completion. This is an IRS and NASBA rule, not ours. If you experience technical difficulties that prevent you from answering polling questions or staying logged in for the 50 minutes, we cannot issue you credit.

Click Here to Receive Webinar Invites



Each webinar will have a maximum capacity of 500 attendees, so you’ll want to RSVP as early as possible for each webinar.


CPE Recognition Info for Enrolled Agents & Unenrolled Preparers

We are an IRS approved continuing education provider, number 4Y1UP.

All webinars on federal tax law topics will carry an IRS program number and are eligible for CE for Enrolled Agents and AFSP participants. We may Continue reading

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Upcoming CPE Webinars

Upcoming CPE Webinars

July 25 @ 10am PDT / 1pm EDT: Ethics: What Every Tax Preparer Needs to Engrave in Their Thoughts – Jeff Schneider, EA, CTRS, NTPI Fellow presents Circular 230 considerations in regards to professional conduct and ethical matter. 2 CE/CPE hours. Meets EA annual ethics requirement, and qualifies as Regulatory Ethics for CPAs. Free.

July 27 @ 10am PDT / 1pm EDT: Inside the IRM™: IRS Statutes of Limitations – Learn the ins and outs of CSED calculations. Only $10.

August 3 @ 10am PDT / 1pm EDT: Inside the IRM™: Financial Analysis Handbook, Part 1 – Learn how the IRS verifies taxpayer financial information and how they do research to find hidden assets and income. Just $29 for 2 CPE hours.



Most schedule announcements are now sent via email. Please register below to receive these email announcements.

Click Here to Sign Up For Webinar Announcements

Please be sure that you have read the How It Works page and that you understand our process for monitoring attendance and what you need to do in order to obtain your Certificate of Completion.

Schedule/topics subject to change.

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CPE Frequently Asked Questions

How do I access the webinar?
You will receive a confirmation email directly from GoToWebinar that contains your unique access link. You will also receive reminders the day before and one hour before the webinar with the same link. Sometimes these emails get filtered by overly aggressive spam filters, so be sure to look in your spam folder for it.

Where can I download the slides?
Slides for each presentation are always available in three places:

  1. A link will be included in the reminder email before the webinar start time.
  2. A link will be posted in the chat box on the webinar itself.
  3. From the “Handouts” pane of the GoToWebinar control panel during the session.

Where’s my Certificate of Completion?

Please allow up to 72 hours to receive your Certificate of Completion. Since these are delivered via email, please be sure to check your spam folder for it, as they sometimes wind up in there. If you don’t see it, then you may not have qualified for credit. Under IRS/NASBA rules that we are required to follow, you must:

  • Stay online for at least 50 minutes per 1 CE/CPE hour
  • Submit answers to all three polling questions per hour

If you have technical issues, such as computer problems or Internet connection issues, that causes you to miss a polling question or to miss the full 50 minutes, I cannot issue you credit. IRS and NASBA require that we maintain records, which can be audited, of who attended what, and we must utilize the electronic attendance record to grant credit. Sorry, we can’t just take your word for it that you were in attendance the whole time.

Do you report CE hours to the IRS?

If you provided a PTIN at the time of registration, then yes, your CE hours will be reported to the … Continue reading

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