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CE and CFP Certification

Continuing Education (CE)

Attendance at a 2021 Virtual IRS Nationwide Tax Forum webinar qualifies for continuing education (CE) credits for enrolled agents, certified public accountants, Annual Filing Season Program participants, California Tax Education Council (CTEC) participants and Certified Financial Planners (CFP) (for CFP see details below). You will need to understand and comply with your licensing agency's CE requirements.

The field of study for all seminars is "Federal Tax", "Tax Update", and "Ethics" and the delivery method is "Group Internet Based" for IRS. For the National Association of State Boards of Accountancy (NASBA), the field of study for all seminars is “taxes” and the delivery method is "Group Internet Based”.

The 2021 Virtual IRS Nationwide Tax Forum will consist of a 5-week program of live webinars, beginning on July 20, 2021. Webinars will be offered every Tuesday, Wednesday, and Thursday for the 5-week duration. Your registration fee for the 2021 Virtual IRS Nationwide Tax Forum includes access to all live webinars. Each webinar will last approximately 60 minutes and qualify for 1 CE credit.

To receive CE credit for a webinar, attendees must:

  • Be present for the entire 60-minute presentation (log in and log out time will be recorded)
  • Respond to all polling questions throughout the presentation, and
  • Complete the survey at the end of the presentation

If an attendee does not meet all the criteria above, no CE credits will be awarded. CE Certificates of Completion will be emailed to attendees at the conclusion of the 2021 Virtual IRS Nationwide Tax Forum. CE Certificates will provide a summary of all classes successfully attended by the individual.

In cases where the same subject matter is presented in English and Spanish, the webinar will only qualify for one CE credit even if you participate in both the English and Spanish versions.

Links to access each webinar will be emailed to attendees at the beginning of each Virtual Forum week and posted on the Tax Forum website. To log into the webinar at the designated date/time, click the link and use the email address that you registered with to log into the webinar. Each attendee must log in to the webinar with their unique email address (every attendee is required to register with a unique email address). Attempting to log into a webinar with the same email address as another attendee may result in your inability to view the webinar and/or not receiving credit for the webinar. Attendees should use the same email address to log in to all webinars they wish to attend. 

To view a live webinar, simply click the webinar link in the reminder email (links will also be located on www.irstaxforum.com), enter your email address, and you will be admitted to the webinar. PLEASE LOG IN AT LEAST 10 MINUTES EARLY TO EACH WEBINAR to avoid any technology delays. To receive credit for a webinar, you must be present for the entire presentation (your log on and log off time to the webinar are recorded automatically), answer all polling questions, and complete the survey at the end of the webinar. There is no option to attend the webinar via telephone. Webinars must be viewed by streaming the webinar on your computer, tablet, or mobile device.

IRS Communications & Liaison is an IRS-Approved CE Provider for those individuals who are enrolled agents, as well as those participating in the Annual Filing Season Program.

The IRS Nationwide Tax Forum is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing processional 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Attorneys: Please check with your state bar to determine whether participation in the IRS Nationwide Tax Forum seminars qualifies for continuing legal education credit.

Annual Filing Season Program

To participate in the Annual Filing Season Program, please ensure that you obtain the correct number and type of credits as shown in the table below.

Annual Filing Season Program Exemption Status Annual Federal Tax Refresher Course & Test CE Credits Tax Law Update CE Credits Federal Tax Law CE Credits Ethics CE Credits Total CE Credits
Non-Exempt 6 0 10 2 18
Exempt 0 3 10 2 15

For more information on requirements, the definition of exempt and non-exempt status, and where to obtain the Annual Federal Tax Refresher Course and Test, visit www.irs.gov/Tax-Professionals/Annual-Filing-Season-Program.

Certified Financial Planners (CFP)

The IRS offers continuing education credits for certified financial planners (CFP) at the 2021 Virtual IRS Nationwide Tax Forum.

The IRS is registered with the Certified Financial Planner Board of Standards, Inc. for CPAs. The board has the final authority on the acceptance of individual courses for CE credit for certified financial planners. Complaints regarding registered sponsors may be addressed to:


Certified Financial Planner Board of Standards, Inc.
1425 K Street, NW
Suite 500
Washington, DC 20005
www.cfpboard.org
mail@CFPBoard.org

For more information regarding administrative policies, please contact us at taxforumcpe@irs.gov.