Common questions about Tax CPE.

Q: 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.

Try LumiQ for free

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. Completing relevant Tax CPE helps licensees maintain the knowledge expected by regulators, employers, and clients and supports compliance with applicable continuing education requirements.

Tax CPE courses are relevant for CPAs, and tax preparers, who work in tax return preparation, tax compliance, or tax planning. These courses support professionals who prepare individual or business tax returns, advise on tax-related matters, or evaluate the tax implications of financial and business decisions.

Maintaining your license or credential varies by profession and jurisdiction. Here are some examples of how requirements can differ by profession:

US CPAs: Typically 40 hours annually or 120 hours over 3 years, but states impose different technical content minimums.

US Enrolled Agents: 72 hours every 3 years, with minimum 16 hours annually (including 2 ethics hours) from IRS-approved providers. Content must be exclusively tax-related.

US Tax preparers: The IRS Annual Filing Season Program requires 18 hours annually, granting limited representation rights before the IRS—rights you otherwise lack without a credential.

Last Updated: 10/30/22

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.

What topics are typically covered in Tax CPE courses?

Tax CPE courses commonly cover topics such as:
• Individual and business tax return preparation
• Federal, state, and local tax compliance
• Tax planning strategies and considerations
• Interpretation of IRS guidance and updates
• Treatment of complex or unusual transactions

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.

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

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 CPE during your commute, between clients, or whenever works best.

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

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.

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. Your certificate of completion documents the course, field of study, and credit hours earned.

Because CPE requirements and acceptance ultimately vary by state and by licensee circumstances, CPAs are responsible for confirming that a specific course meets their state board’s renewal requirements.

LumiQ courses also meet continuing professional development (CPD) requirements for finance and accounting professionals worldwide, including Canada, UK, Australia. 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 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, 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 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.

Last Updated: 10/30/22

Tax CPE you can listen to anywhere, anytime.

Tax CPE courses for the real world.

President Trump’s One Big Beautiful Bill: Individual Tax Implications

An Introduction to the LLC Form and Business Entity Options

Tips for Creating an Effective Tax Function from Coinbase’s Former Senior Director of Tax

The Compliance Lifecycle of C Corporations

Real Estate Level 2 Episode #5: How U.S. Tax Drives REIT Structure and Strategy

Learning paths for serious Tax pros.

Learning Path

Tax Foundations: Individual, Estate, and Trust

5 Episodes

Learning Path

Tax Foundations: Flow Throughs and C Corps

5 Episodes

CPE from world-class experts.

Doug Conant

Meghan Frank

Dr. Lance Mortlock

Exceptional CPE sounds different.

Common questions about Tax CPE.

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

Product

Company

Resources

Get the LumiQ mobile app

Tax CPE you can listen to anywhere, anytime.

Tax CPE courses for the real world.

President Trump’s One Big Beautiful Bill: Individual Tax Implications

An Introduction to the LLC Form and Business Entity Options

Tips for Creating an Effective Tax Function from Coinbase’s Former Senior Director of Tax

The Compliance Lifecycle of C Corporations

Real Estate Level 2 Episode #5: How U.S. Tax Drives REIT Structure and Strategy

Learning paths for serious Tax pros.

Learning Path

Tax Foundations: Individual, Estate, and Trust

5 Episodes

Learning Path

Tax Foundations: Flow Throughs and C Corps

5 Episodes

CPE from world-class experts.

Doug Conant

Meghan Frank

Dr. Lance Mortlock

Exceptional CPE sounds different.

Common questions about Tax CPE.

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?