Top 5 Things to Look for in a CPE Tax Seminar

Top 5 Things to Look for in a CPE Tax Seminar

Seminar Room

Whether you're a CPA, EA, tax attorney, or seasonal preparer, finding a reliable CPE seminar provider is key to staying compliant and competitive. Here's a clear checklist to help you evaluate options—and why Basics & Beyond™ checks all the boxes.

1. Qualified, Engaging Presenters

✔ Professional Credentials

Look for instructors who are CPAs, EAs, or attorneys with deep tax knowledge and credentials.

✔ Real-World Experience

Choose presenters who practice what they teach—those who actively work in the field.

✔ Engaging Delivery

A full-day seminar needs energy and clarity. Instructors should keep content practical and interesting.

2. Up-to-Date Tax Topics

Each year brings dozens of IRS code changes. Your provider should cover legislative updates, new IRS procedures, and state-specific changes—every year.

Don’t settle for outdated material. Your clients depend on your accuracy.

3. Affordability & Convenience

  • Seminars should fit your budget—no need to overspend for quality.
  • Look for both in-person and webinar options with flexible scheduling.
  • Basics & Beyond offers live seminars across the Midwest and 40+ live webinars annually.

4. NASBA Certification

A seminar that isn’t NASBA-approved may not count toward your license renewal.

Basics & Beyond is an official NASBA Registry sponsor (ID #108123), ensuring full credit acceptance across states.

5. Resource Materials

All attendees receive an updated electronic session guide (PDF), with the option to purchase a printed version. Materials help with:

  • Following along during class
  • Retaining key points
  • Referencing after the seminar
  • Having resource availability online

Why Choose Basics & Beyond™?

✔ Top Speakers
90%+ repeat attendees
Real-world experienced instructors
✔ Affordable
Reasonable pricing
Group discounts available
✔ Timely Info
Topics always current
Federal, state, ethics, AFTR

🔍 View our SWOT Analysis of Major CPE Providers

📅 View Seminar Schedule
More Resources Section

More Resources

Note: Paid attendees can request a replay link for any previously recorded webinar by asking JoJo or emailing [email protected].

Back to Top