Accreditation and Credit Information
Webinar Continuing Education Credits
Use this page to review how Basics & Beyond webinars and seminars qualify for continuing education credit, which audiences receive automatic reporting, and where to verify state-specific acceptance before you register.
How to use this page
Review the audience-specific sections below to confirm whether webinar or seminar attendance qualifies for your reporting needs. This page is meant to help CPAs, Enrolled Agents, AFSP participants, PTIN holders, and other tax professionals understand credit treatment before moving to the session calendar or registration page.
Certified Public Accountants
The Accreditation Council for Accountancy has approved these webinars as a continuing education activity for CPE credits. Most states accept programs from NASBA sponsors, and Basics & Beyond is listed as a NASBA Registry sponsor (#108123).
Because state-specific rules can differ, CPA attendees should confirm final acceptance requirements directly with their state board before using any session toward renewal or reporting.
Tax Attorneys
Tax attorneys often use continuing education differently than CPAs or Enrolled Agents. While CLE acceptance varies by state bar and sponsoring requirements, Basics & Beyond sessions can still be valuable for attorneys who want current technical tax training, practical controversy insight, and deeper familiarity with the issues clients bring into examinations, planning matters, and compliance disputes.
Our webinars and seminars regularly cover topics that intersect with tax controversy, audit procedure, income reconstruction, ethics, retirement planning, entity issues, and representation strategy. That makes this page useful not only for attorneys looking at formal continuing education options, but also for attorneys who want current tax-focused training to support client work, internal research, and issue spotting.
Because CLE treatment is jurisdiction-specific, tax attorneys should verify acceptance directly with the applicable state bar or accrediting authority before relying on any session for formal reporting. Even where CLE reporting does not apply, these programs can still serve as practical tax education for attorneys handling IRS matters, business transactions, estate-related tax questions, and evolving federal tax issues.
Enrolled Agents
Basics & Beyond, Inc. is an approved IRS continuing education sponsor (Provider ID: YH1DR). These webinars and seminars conform to AICPA continuing education guidelines and qualify for 1 to 8 hours of continuing professional education, depending on the session attended.
We report CE hours for Enrolled Agents, Annual Filing Season Program participants, and PTIN holders as required. Reporting is automatic once the PTIN is on file.
Basics & Beyond has entered into an agreement with the Office of Director of Practice, Internal Revenue Service to maintain attendance records, retain program outlines, document instructor qualifications, and track class hours as required under 31 CFR section 10.6(g). This agreement does not constitute IRS endorsement of program quality or professional value.
Other Tax Return Preparers
Participation in continuing education by all other federal tax preparers is voluntary. Even when a reporting requirement does not apply, Basics & Beyond webinars and seminars are structured to help practitioners stay current on tax law developments, compliance issues, planning opportunities, and procedural changes.
These sessions can be used as a practical training tool for preparers who want stronger technical knowledge before filing season or who want to build confidence in client-facing tax work.
Annual Filing Season Program and Specialty Courses
Basics & Beyond can offer the required 6-hour Annual Federal Tax Refresher course along with the 2-hour ethics and 10-hour federal tax law components needed for the IRS Annual Filing Season Program Record of Completion, subject to minimum attendee participation for the course offering.
If you need one of these specialty courses, contact Basics & Beyond directly to ask about timing, availability, and minimum enrollment requirements.
What attendees should know
- Session credit hours vary by course and are based on the specific webinar or seminar attended.
- For EAs, AFSP participants, and PTIN holders, reporting is automatic when the PTIN is on file.
- For CPAs and other licensed professionals, final acceptance rules depend on the applicable board or oversight body.
- For tax attorneys, CLE acceptance should be confirmed directly with the relevant state bar or accrediting authority before relying on a session for formal credit.
- To get your “Join Webinar” link, view a session PDF, replay a previous session, or change upcoming seminar dates, click the “Need Help?” button. Enter your registration email to receive a 6-digit access code and open your account.
More Resources
Note: To get your “Join Webinar” link, view a session PDF, replay a previous session, or change upcoming seminar dates, click the “Need Help?” button. Enter your registration email to receive a 6-digit access code and open your account.