Resources
Guides for CPAs & tax pros
Practical articles on CPE, tax strategy, and serving your clients better.
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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