Continuing Education Credits

Accountants: The Accreditation Council for Accountancy has approved these seminars as a continuing education activity for CPE credits.


Certified Public Accountants: These seminars conform to the standards of the AICPA guidelines for continuing education and qualify for 16 hours of continuing professional education (CPE) credit. The program level is for those with two or more years of experience in the preparation of individual income tax returns. These programs meet the guidelines for all states where our seminars are presented.

logo-cpe-sponsors-smBasics & Beyond, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417. Web site: www.nasba.org. (CPE Sponsor ID: 108123)

Illinois and Ohio are among the many states that accept courses sponsored by registrants of the NASBA. Accordingly, each seminar session is expected to be approved by each regulatory agency for 8 CPE credit hours, including 1 hour of ethics. Ohio will only grant credit for the ethics portion of our seminars to those attorneys who have already taken Ohio’s required 3-hour basic ethics course.


Certified Financial Planners: We have entered into an agreement with the Certified Financial Planner Board of Standards, Inc. under which we agree to meet the Board’s requirements covering maintenance of attendance records, retention of program outlines, qualification of instructors, and length of class hours.  This agreement does not constitute an endorsement by the Board as to the quality of the program or its contribution to the professional competence of the Financial Planner.  (CFP Sponsor ID: 2333)

The CFP Board has approved these seminars for a total of 16 hours of general continuing education credit for Certified Financial Planners. Since 2009, any ethics segment that does not deal exclusively with the CFP Board’s Code of Ethics will not be accredited. Certified Financial Planners will receive 8-hours of CE credit for attending each of our 2017 seminars, but none of the hours will qualify for CFP ethics credit.


Enrolled Agents: We have entered into an agreement with the Office of Director of Practice, Internal Revenue Service to meet the requirements of 31 Code of Federal Regulations, section 10.6(g) covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours.  This agreement does not constitute an endorsement by the Director of Practice as to the quality of the program or its contribution to the professional competence of the enrolled individual.  (Provider’s ID: YH1DR)

irs-approved

Holders of Annual Filing Season Program Record of Completion: We have been approved to provide continuing education for those unenrolled tax return preparers who elect to voluntarily take continuing education each year in preparation for filing season. In general, non-exempt tax return preparers with a valid PTIN for the program year need to complete 18 hours of CE annually from IRS-approved CE providers in order to obtain an IRS record of completion. The hours will need to include the six-hour Annual Federal Tax Refresher course and the tax return preparer must pass the three-hour comprehension test that is given at the end of the Annual Federal Tax Refresher Course.


Other Tax Return Preparers: PARTICIPATION IN CONTINUING EDUCATION BY ALL OTHER FEDERAL TAX PREPARERS IS VOLUNTARY.


Attorneys: The Federal Commission for Continuing Legal Education has approved our 2017 seminars for a total of 16 fifty-minute Federal CLE hours (8 fifty-minute Federal CLE hours for each seminar).

The Iowa Commission on Continuing Legal Education has approved our 2017 seminars for a total of 13.5 sixty-minute CLE hours (6.75 CLE hours each part) including 1 hour of Ethics in the Fall Topical Income Tax Update Seminar and 1 hour of Ethics in the Year-end Income Tax Update Seminar.

The Ohio Supreme Court Commission on Continuing Legal Education has approved our 2017 seminars for a total of 13.5 sixty-minute CLE hours as follows: The Fall Topical Income Tax Seminar has been approved for 6.75 CLE credit hours including 1 CLE hour of ethics, 0 CLE hours of professionalism and 0 CLE hours of substance abuse instruction. The Year-end Income Tax Seminar has been approved for 6.75 CLE hours including 1 hour of ethics, 0 hours of professionalism and 0 hours of substance abuse instruction.

The Illinois MCLE Commission has approved our 2017 seminars for a total of 13.5 sixty-minute CLE hours including 1 hour of Ethics in the Fall Topical Income Tax Update Seminar and 1 hour of Ethics in the Year-end Income Tax Update Seminar.

The Nebraska MCLE Commission has approved our 2017 seminars for a total of 13.5 sixty-minute CLE hours (6.75 CLE hours each part) including 1 hour of Ethics in the Fall Topical Income Tax Update Seminar and 1 hour of Ethics in the Year-end Income Tax Update Seminar.

The Pennsylvania Continuing Legal Education Board has approved our 2017 seminars for a total of 13 sixty-minute CLE hours (6.5 CLE hours each part) including 1 hour of Ethics in the Fall Topical Income Tax Update Seminar and 1 hour of Ethics in the Year-end Income Tax Update Seminar.

If the CPE/CLE information you need is not here, please contact us with your questions. Additional CLE information will be posted on our site as soon as it is received from the commissions.

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