Resources
Guides for CPAs & tax pros
Practical articles on CPE, tax strategy, and serving your clients better.
Sep 3, 2026 · 5 min read
Building a CPE Plan for Your Firm's Staff: A Manager's Guide to Scheduling and Tracking Compliance
Learn how to create an effective CPE plan for your accounting firm that maps staff requirements, schedules learning, tracks credits, and maximizes your training budget.
Read article →Sep 1, 2026 · 4 min read
How to Earn CPE While Working Full Time: A Practical Time-Boxing Strategy
Busy CPAs can meet annual CPE requirements without weekend marathons by using time-boxing, lunch slots, and quarterly targets that fit around client work.
Read article →Aug 27, 2026 · 5 min read
How Do Webinars Qualify for CPE Credit?
Webinars qualify for CPE credit when they meet NASBA standards for content, attendance verification, and documentation, making them a practical alternative to in-person seminars.
Read article →Aug 25, 2026 · 4 min read
Which States Require a State-Specific Ethics Course for CPAs?
Some states mandate CPAs complete ethics courses covering state-specific laws and regulations, while others accept general ethics CPE or have no ethics requirement.
Read article →Aug 20, 2026 · 4 min read
Behavioral vs. Regulatory Ethics CPE: What's the Difference?
Understanding the distinction between behavioral and regulatory ethics CPE helps ensure you meet your state board's continuing education requirements correctly.
Read article →Aug 18, 2026 · 4 min read
How to Choose the Right CPE Fields of Study for Your License
Strategic selection of CPE fields of study ensures you meet state requirements while building skills that matter for your practice and career.
Read article →Aug 13, 2026 · 4 min read
Is Free CPE Any Good? How to Evaluate CPE Quality Regardless of Price
Free CPE often matches paid courses in quality when you know what to look for in content, instructors, and accreditation.
Read article →Aug 11, 2026 · 4 min read
How to Reinstate a Lapsed CPA License: Steps and CPE Requirements
Reinstating a lapsed CPA license requires contacting your state board, completing back CPE credits, paying fees, and following specific procedures that vary by jurisdiction.
Read article →Aug 6, 2026 · 4 min read
CPE for CPAs in Industry vs. Public Accounting: What You Need to Know
CPAs in industry and public accounting face the same state CPE requirements, but different subject areas help each group excel in their distinct roles.
Read article →Aug 4, 2026 · 4 min read
NASBA Registry and QAS Self-Study, Explained
Understanding how NASBA QAS Self-Study designation affects which CPE courses your state board will accept for license renewal.
Read article →Jul 30, 2026 · 4 min read
CPE Recordkeeping Best Practices: What to Keep and How to Organize Your Certificates
Proper CPE recordkeeping protects your license and simplifies audits by maintaining organized certificates, completion records, and supporting documentation.
Read article →Jul 28, 2026 · 4 min read
Group Internet-Based vs. Self-Study CPE: Understanding Delivery Methods for Your License
CPAs need to understand how state boards classify CPE delivery methods to choose the right formats and stay compliant with their continuing education requirements.
Read article →Jul 23, 2026 · 4 min read
Can You Carry Over Extra CPE Credits to the Next Reporting Period?
Most states allow CPAs to carry forward excess CPE credits with caps and conditions, but rules vary significantly by jurisdiction and credit type.
Read article →Jul 21, 2026 · 5 min read
What Is a CPE Audit — and How to Pass One
State boards randomly audit CPAs to verify CPE compliance; understand what triggers audits, what documentation you need, and how to respond properly.
Read article →Jul 16, 2026 · 4 min read
CPE for Newly Licensed CPAs: What to Do in Year One
New CPAs face unique CPE rules in their first reporting cycle, including prorated requirements and early deadlines that differ significantly from standard renewal periods.
Read article →Jul 14, 2026 · 4 min read
What Happens If You Miss Your CPE Deadline?
Missing your CPE deadline can trigger penalties from inactive license status to fines, but most state boards offer clear paths to get back into compliance.
Read article →Jul 12, 2026 · 4 min read
How to Track Your CPE Hours (So You're Never Scrambling)
A practical system for logging CPE hours by field of study, organizing certificates, and staying audit-ready without last-minute panic.
Read article →Jul 8, 2026 · 6 min read
CPA Ethics CPE Requirements, State by State
Almost every state requires ethics CPE, but the hours, cycle, and whether you need a state-specific course vary. Here's how to think about it and meet it for free.
Read article →Jul 1, 2026 · 8 min read
Free CPE for CPAs: The Complete 2026 Guide
Everything CPAs need to earn CPE for free, how the rules work, which fields of study count, where to find quality live and on-demand sessions, and how to stay compliant.
Read article →May 28, 2026 · 4 min read
How to Choose Quality Free CPE (Without Wasting Your Time)
Not all free CPE is created equal. Here's how to tell the genuinely useful sessions from the credit-filler — and make every hour count.
Read article →May 26, 2026 · 4 min read
What Counts as CPE? A Plain-English Guide
Webinars, conferences, writing, teaching — many activities qualify for CPE. Here's what generally counts and what to watch for.
Read article →May 18, 2026 · 4 min read
Self-Study vs. Live CPE: Which Should You Choose?
Both count toward your requirement, but they suit different goals. Here's how live and self-study CPE compare for CPAs.
Read article →May 15, 2026 · 4 min read
How Many CPE Credits Do CPAs Actually Need?
CPE requirements vary by state, but most CPAs need around 40 hours per year. Here's how to think about it — and how to meet it for free.
Read article →May 5, 2026 · 4 min read
CPE Reporting Deadlines, Explained
Annual, biennial, or triennial? Birth-month or fixed date? Here's how CPA CPE reporting periods work and how to never miss one.
Read article →Apr 20, 2026 · 5 min read
How to Renew Your CPA License: A Step-by-Step Guide
Renewing your CPA license comes down to four things: CPE, fees, deadlines, and your state board's portal. Here's the simple process.
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