Why is Tax CPE important?

Tax CPE courses help tax, accounting, and finance professionals stay current as federal, state, and local tax laws, regulatory guidance (including IRS guidance), and professional practice standards evolve over time. Ongoing education supports professional competence in areas such as tax compliance, interpretation, tax return preparation, and tax planning. Tax-related continuing professional education (CPE) is classified as a technical field of study under NASBA's Field of Study framework and is widely recognized as a core area of practice for CPAs and tax preparers.

Are LumiQ's tax courses approved for CPE requirements in my area?

LumiQ is registered with the National Association of State Boards of Accountancy (NASBA) in the U.S. as a CPE sponsor (Sponsor ID: 146039). Courses completed through NASBA-registered sponsors are generally accepted by U.S. boards of accountancy, subject to each state board's specific CPE requirements. LumiQ's QAS self-study tax courses are classified under NASBA's Taxes (Technical) field of study and provide CPE credit hours upon completion.

Does LumiQ help me track CPE credits?

Yes. With a LumiQ account you have access to the CPE Tracker. LumiQ Tracker automatically tracks the CPE you earn with LumiQ. Certificates of completion can be downloaded at any time.

Can I do CPE on mobile devices?

Yes. LumiQ offers mobile apps for both iOS and Android devices, allowing you to complete CPE courses on your smartphone or tablet.

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Common questions about Tax CPD.

Q: How does Tax CPE help during tax season?

During tax season, Tax CPE helps professionals reinforce knowledge related to tax return preparation, tax compliance workflows, and practical tax planning considerations. Courses often address changes in tax law, updated filing requirements, and areas of complexity that arise when preparing returns under time constraints.

Q: Is Tax CPE relevant outside of tax season?

Yes. Tax CPE is relevant year-round. Ongoing education supports tax planning activities, preparation for future filing periods, and staying current with regulatory changes that may take effect outside the traditional tax season.

Q: How many CPE credits or hours can I earn from a tax podcast?

CPE credits vary by course. Typically they range from 1 to 2 hours per podcast and 3 to 9 hours for our in-depth, multi-episode learning paths. Each course listing clearly displays the credits you'll earn upon completion. All credits are earned once you complete the podcast episode in full and pass the final assessment.

Q: Do you offer a free trial?

Yes! Sign up for a free trial today and get 3 NASBA-approved CPE credits, no credit card required. To purchase a full subscription, visit our pricing page. If you work for a company with a team of CPAs, or others who may be interested, contact us for team pricing options.

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Why is Tax CPD important?

Tax CPD helps Canadian CPAs maintain professional competence as federal and provincial tax legislation, CRA guidance, and professional standards continue to evolve. Ongoing learning supports informed judgment in areas such as tax compliance, tax return preparation, and tax planning.Completing relevant Tax CPD helps CPAs meet their continuing professional development obligations, maintain the knowledge expected by regulators, employers, and clients, and uphold professional and ethical standards. In a complex and changing tax environment, CPD supports both public trust and long-term professional development.

Canadian CPAs are generally required to complete a minimum of 20 CPD hours annually (with a portion verifiable) and 120 hours over a rolling three-year period, including required ethics education. CPD activities must be relevant to a member’s professional responsibilities, and members are responsible for determining applicability under their provincial body’s rules.

Last Updated: 10/30/22

How does Tax CPD help during tax season?

During tax season, Tax CPD helps professionals reinforce knowledge related to tax return preparation, tax compliance processes, and practical tax planning considerations. Courses often address legislative updates, changes to CRA guidance, and areas of complexity that arise when preparing returns under time constraints.Ongoing learning supports preparedness and confidence when navigating busy filing periods.

What topics are typically covered in Tax CPD courses?

Tax CPD courses commonly cover topics such as:
• Individual and business tax return preparation
• Federal and provincial tax compliance
• Tax planning strategies and considerations
• Interpretation of CRA guidance and legislative updates
• Treatment of complex or unusual transactions

Course content is typically designed to support professional competence in Canadian tax practice.

Is Tax CPD relevant outside of tax season?

Yes. Tax CPD is relevant year-round. Ongoing education supports proactive tax planning, preparation for future filing periods, and staying current with legislative and regulatory changes that may take effect outside the traditional tax season.

Many professionals complete CPD throughout the year to spread requirements evenly and reduce pressure during peak filing periods.

Why are podcasts becoming a more popular choice than webinars for tax CPD?

Podcasts can deliver superior learning outcomes compared to live webinars and recorded webcasts. Audio-only formats reduce cognitive overload and "Zoom fatigue," allowing your brain to retain information better. Additionally, unlike live or in-person options, you can pause and replay complex tax concepts as needed for comprehension.

Podcasts also fit your schedule and your life better. Unlike live webinars with fixed start times, podcasts let you earn CPD during your commute, between clients, or whenever works best.

In short, you get the same hours with better retention and zero scheduling conflicts.

How many CPD credits or hours can I earn from a tax podcast?

CPD credits vary by course. Typically they range from 1 to 2 hours per podcast and 3 to 9 hours for our in-depth, multi-episode learning paths. Each course listing clearly displays the credits you'll earn upon completion. All credits are earned once you complete the podcast episode in full and pass the final quizzes.

Are LumiQ's tax courses approved for CPD requirements in my area?

LumiQ courses meet verifiable CPD requirements for accounting professionals worldwide, including Canada, UK, Australia and more. Your certificate of completion documents the professional development hours earned and is recognized by regulatory bodies in your jurisdiction. Specific approvals vary by region, check your local accounting board requirements for details on credit recognition.

Does LumiQ help me track CPD hours?

Yes. With a LumiQ account you have access to the Tracker. LumiQ Tracker automatically organizes the CPD you earn with LumiQ and allows you to upload CPD from other sources. Certificates of completion can be downloaded at any time.

Can I do CPD on mobile devices?

Yes, we’ve got an app for both Apple and Android devices. Click here to go to the Google Play Store and click here to go to the Apple App Store.

Last Updated: 10/30/22

Do you offer a free trial?

Yes! Sign up for a free trial today and get 3 verifiable CPD hours, no credit card required. To purchase a full subscription, visit our pricing page. If you work for a company with a team of CPAs, or others who may be interested, contact us for team pricing options.

Last Updated: 10/30/22

Tax CPD you can listen to anywhere, anytime.

Tax CPD courses for the real world.

2025 Fall Canadian Federal Budget: Tax Measures

Assets vs. Shares: Taxation of M&A in Canada

How Canadians Leaving the Country Complicates Taxes

Clarifying U.S. Sales Tax for Canadian Companies

Tax Planning for High Net Worth Canadians

Have Canadian Taxes Become Too Complicated?

Learning paths for serious Tax pros.

Learning Path

Canadian Individual Tax Planning

5 Episodes

CPD from world-class experts.

Doug Conant

Meghan Frank

Dr. Lance Mortlock

Exceptional CPD sounds different.

Common questions about Tax CPD.

Modern finance and accounting
pros use LumiQ, why don't you?

Product

Company

Resources

Get the LumiQ mobile app

Tax CPD you can listen to anywhere, anytime.

Tax CPD courses for the real world.

2025 Fall Canadian Federal Budget: Tax Measures

Assets vs. Shares: Taxation of M&A in Canada

How Canadians Leaving the Country Complicates Taxes

Clarifying U.S. Sales Tax for Canadian Companies

Tax Planning for High Net Worth Canadians

Have Canadian Taxes Become Too Complicated?

Learning paths for serious Tax pros.

Learning Path

Canadian Individual Tax Planning

5 Episodes

CPD from world-class experts.

Doug Conant

Meghan Frank

Dr. Lance Mortlock

Exceptional CPD sounds different.

Common questions about Tax CPD.

Modern finance and accountingpros use LumiQ, why don't you?

Product

Company

Resources

Get the LumiQ mobile app

Modern finance and accounting
pros use LumiQ, why don't you?