CPA Requirements Ohio

[vc_row][vc_column][vc_column_text]Ohio CPE Credits

The Accountancy Board of Ohio  requires active, licensed CPAs practicing in the state of Ohio to earn a minimum of 120 hours of CPE credits every three years in order to maintain their CPA permit to practice. The basic continuing professional education (CPE) requirement to re-obtain or renew the Ohio permit is 120 credits over a three-year period. New CPAs holding the Ohio permit are required to report 40 credits over a two-year period.

The continuing education requirement for certified public accountants and public accountants holding the Ohio permit is one hundred twenty credits for each triennial reporting period. The triennial reporting period begins on January first and ends on December thirty-first three years later. An Ohio permit holder must complete a minimum of twenty CPE credit annually. Failure to complete twenty CPE credits annually will result in a fine of ten dollars for every CPE credit deficient

Continuing education may be earned in any field that contributes to a licensee’s professional competence. Registered CPE sponsors agree to conform to the NASBA/AICPA CPE Standards, and this includes keeping appropriate documentation for CPE verification purposes.

Each licensee holding the Ohio permit is responsible for retaining appropriate documentation for all CPE credit claimed. There should be adequate support for completion and CPE credit claimed.  Normally, a certificate of completion is issued by the program sponsor as proof of attendance/completion.  Some sponsors issue a transcript that serves as documentation for all the programs taken by a licensee from that sponsor.

The following Ohio permit holders must earn 24 CPE credits in accounting or auditing:

  • CPAs or PAs who work on financial reporting engagements
  • CPAs or PAs who perform financial reporting work outside public accounting while using the CPA designation (“regulated services”)

The following Ohio permit holders must earn 24 CPE credits in taxation:

  • CPAs or PAs who work on taxation engagements or provide tax advice to clients
  • CPAs or PAs who perform tax work outside public accounting while using the CPA designation (“regulated services”)

All CPAs holding the Ohio permit must take 3 credits in professional standards and responsibilities (“PSR”) each reporting period. CPE sponsors that wish to present courses in Ohio professional standards and responsibilities must register with the Board, submit all course materials and qualifications of the instructor or CPE program designers to the Board for review and approval.

A licensee may claim PSR credit for programs in the following four areas if the course is Board approved and documentation is retained: (1) the Ohio accountancy law and rules, (2) the accountancy law and rules of another state, (3) professional ethics for CPAs, or (4) ethical philosophy.

To begin the renewal process, click here.

With regard to programs that qualify for CPE credits, the Board currently accepts formal CPE courses approved by the National Association of State Boards of Accounting (NASBA) and the Quality Assurance Standards (QAS). To view the registry of approved CPE Sponsors go to www.nasba.org. All 120 credit hours of the Ohio CPE requirement may be earned through these pre-approved formal programs.

Other ways to earn CPE credits are through self-study programs, university and college courses, instruction or presentation of programs (not to exceed 90 credits per each reporting period), published articles/books, and quality enhancement programs and peer review programs.

State Ohio
Renewal Cycle Every three years
Ethics Required 3 hours
CPE Hours Required 120 hours per renewal cycle

Ohio Attorney Requirements for CLE

Basics and Beyond, Inc. Income Tax Seminars have been approved by The Ohio Supreme Court Commission on Continuing Legal Education for a total of 13.5 sixty-minute CLE hours for those who attend both the Fall Topical Update and the Year-end Update seminars. This also includes 2 hours of Ethics credit (1 hour of Ethics for the Fall Topical Income Tax Update Seminar and 1 hour of Ethics for the Year-end Income Tax Update Seminar).

State Ohio
Renewal Cycle Every 2 years
Ethics Required 2 1/2 credit hours
CLE Hours Required 24 credit hours

Basics & Beyond Income Tax Seminars in Ohio

Basics & Beyond, Inc. provides Fall Topical Income Tax Updates and Year-end Income Tax Update seminars in 21 cities throughout 5 states.  We are an IRS-approved CLE provider, and we are included in the NASBA registry of CPE Sponsors. CPAs who attend both seminars are eligible to earn up to 16 hours of CPE credit.

Our Ohio seminars take place in Akron, Cincinnati, Cleveland-Beachwood, Cleveland-Westlake, Columbus, Toledo, and Youngstown . We also hold seminars in Illinois, Iowa, Nebraska, and Pennsylvania. For more information about our income tax seminar locations and dates in Ohio and elsewhere, see below or click here https://www.cpehours.com/dates-locations/.

 

Location 2020 Fall Update 2020 Year-End Update Venue
Akron Friday, September 18 Friday, November 20 Hilton Garden Inn Akron
Cincinnati Tuesday, September 15 Tuesday, November 17 DoubleTree Suites by Hilton Cincinnati-Blue Ash
Cleveland-Beachwood Thursday, September 24 Thursday, December 3 DoubleTree-Hilton Cleveland East Beachwood
Cleveland-Westlake Friday, September 25 Friday, November 4 DoubleTree by Hilton Westlake
Columbus Wednesday, September 16 Wednesday, November 18 Crowne Plaza Columbus North-Worthington
Toledo Thursday, September 17 Thursday, November 19 Radisson University of Toledo
Youngstown Wednesday, September 23 Wednesday, December 2 Holiday Inn Boardman

Complete Ohio CPA Requirements with Basics and Beyond, Inc.

Basics & Beyond, Inc. Income Tax Seminars meets ohio CPA requirements for a portion of the CPE hours needed. By attending Basics & Beyond, Inc. Income Tax Seminars, participants in Ohio can earn up to 16 CPE hours in just 2 days.  The seminars start at 8:25 a.m. and conclude around 4:45 p.m. There are breakfast pastries and coffee to start the day, a mid-morning and mid-afternoon break, and lunch from 11:45-12:45. We work hard, but we like to make the day as enjoyable as possible for all of our attendees! Basics & 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) Ohio is among the many states that accept courses sponsored by registrants of the NASBA.

Basics & Beyond Inc. Presenters

All of our presenters are tax experts with practical tax preparation experience. Two presenters will usually take turns leading the discussion at each seminar. Our income tax seminars comply with the AICPA guidelines for continuing education, and they qualify for a maximum of 16 hours of continuing professional education (CPE) credit. The program level is designed for participants with more than two of experience preparing individual income tax returns. The goal of each of our seminar presenters is to use their high-level, up-to-date income tax knowledge to assist our participants in preparation for the upcoming tax return season. More information about this year’s Basics & Beyond, Inc. Income Tax Seminar Presenters is available on our website. These presenters are those currently set to lead our income tax seminars in 2020. Our presenters undergo annual Basics & Beyond training to ensure a positive, cohesive experience for all of our participants. Basics & Beyond, Inc. will reassign presenters or use appropriately trained replacement presenters who are not currently the website if and when necessary.  For more information about our current list of 2020 Income Tax Seminar Presenters, please click here.

Basics & Beyond Inc. Policies

All attendees are provided a Certificate of Attendance at the completion of Basics & Beyond, Inc. Income Tax Seminars.  Should an attendee misplace their Certificate of attendance, there is a process by which a replacement certificate can be requested.A blank, two-copy certificate of completion will be given to each attendee at the conclusion of the seminar. Attendees of Basics & Beyond, Inc. Income Tax Seminars are asked to (1) fill out their certificate, (2) turn the signed, original, white certificate copy in at the end of the seminar (there will be a specified location for the white copies of the certificates), and (3) keep the yellow certificate copy for their records.

If the yellow copy of the certificate is lost or damaged, and a replacement certificate is needed, please send a written request (via post or email) and a $15 replacement fee to Basics & Beyond, Inc. Once the request and fee are received, we will attempt to locate the attendee’s original certificate from among those left at the seminar.If the original certificate is located, we will e-mail, mail, or fax a copy of the certificate to the address listed on the written request. If the certificate is not located, we will e-mail, mail, or fax a notice of that fact to the same address. The search fee is non-refundable even if the original certificate cannot be located.For more information about Basics & Beyond, Inc. Income Tax Seminar policies, please click here.[/vc_column_text][/vc_column][/vc_row]