Online CPE
- Courses are valid for CPAs, EAs, and tax preparers in all 50 states!
- AFSP/IRS and CTEC approved (see Overview).
- Satisfaction rating for our courses averages 4.95 out of 5.
$199
$129
$49
About the Online CPE
CPE Course | CPE Hours | New | Availability | IRS Category | |
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Annual Federal Tax Refresher
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6 | Now | Federal Tax Refresher | ||
COURSE OVERVIEWProgram content includes textual explanations of tax concepts in the context of a refresher course for tax professionals who are familiar with filing Form 1040 for individual taxpayers. The course meets requirements for the IRS Annual Federal Tax Refresher Course (AFTR). EXPIRATION DATE AND FINAL EXAM DETAILS
This course must be successfully completed by December 31, 2022, to be valid for the 2022 filing season. This course expires after December 31, 2022. CPE CREDIT HOURS6 Credit Hours. One 50-minute period equals one CPE Credit Hour. LEARNING OBJECTIVESRECOMMENDED PARTICIPANTSTax professionals who prepare individual income tax returns are encouraged to participate in this course. Credits for this course are not available to Enrolled Agents. PROGRAM LEVELReview. This course provides a general overview of the subject area from a broad perspective. It is appropriate for tax professionals at all organization levels. IRS PROGRAM NUMBER7VT8K-A-00302-22-S NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBER6193-CE-0099 |
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California Tax for CRTPs
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5 | Now | California Only | ||
COURSE OVERVIEWThis course covers rules specific to California income tax returns. Program content includes residency rules for individuals, filing requirements, community property rules, deductions, adjustments, credits, AMT, and other taxes. AvailabilityNow CPE CREDIT HOURS5 Credit Hours. One 50-minute period equals one CPE/CE Credit Hour. LEARNING OBJECTIVESRECOMMENDED PARTICIPANTSIndividuals who prepare California income tax returns are encouraged to participate in this course. NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBER6193-CE-0032 |
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Individual Tax Prep 101
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5 | Now | Federal Tax Law | ||
COURSE OVERVIEWThis course provides continuing professional education (CPE) to review basic information about preparing income tax returns for individuals. Subject matter includes information about filing status, dependents,income, adjustments, deductions, and tax credits for individuals. AVAILABILITYNow CPE CREDIT HOURS5 Credit Hours. One 50-minute period equals one CPE Credit Hour. LEARNING OBJECTIVESRECOMMENDED PARTICIPANTSTax professionals who prepare individual income tax returns are encouraged to participate in this course. PROGRAM LEVELBasic. This course provides information on a knowledge level most beneficial to tax professionals whoare new to a skill or attribute, such as staff or entry level personnel. It may also benefit a seasonedprofessional with limited exposure to the area. IRS PROGRAM NUMBER7VT8K-T-00297-21-S NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBER6193-CE-0077 |
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Advanced Business Topics
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4 | Now | Federal Tax Law | ||
COURSE OVERVIEWThis course provides continuing professional education (CPE) for tax professionals to enhance competence in preparation of tax returns containing specialized transactions in such areas as depreciation, payroll, and gain or loss from the disposition of business property, as well as issues relating to personal service corporations, personal holding companies, excess net passive income tax, and accumulated earnings tax. CPE CREDIT HOURS4 Credit Hours. One 50-minute period equals one CPE Credit Hour. LEARNING OBJECTIVESRECOMMENDED PARTICIPANTSTax professionals who prepare business income tax returns are encouraged to participate in this course. PROGRAM LEVELAdvanced. This course provides information on a level most useful for individuals with mastery of the particular topic. It will focus on the development of in-depth knowledge, a variety of skills, or a broader range of applications, and is appropriate for seasoned tax professionals as well as other professionals with specialized knowledge in the subject area. IRS PROGRAM NUMBER7VT8K-T-00322-22-S NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBER6193-CE-0011 |
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Individual Tax Prep 201
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4 | Now | Federal Tax Law | ||
PROGRAM CONTENTThis course provides continuing professional education (CPE) to review basic information about preparing income tax returns for individuals. Subject matter includes information about filing status, dependents, income, adjustments, deductions, and tax credits for individuals. AVAILABILITYNow CPE CREDIT HOURS4 Credit Hours. One 50-minute period equals one CPE Credit Hour. LEARNING OBJECTIVESRECOMMENDED PARTICIPANTSTax professionals who prepare individual income tax returns are encouraged to participate in this course. PROGRAM LEVELBasic. This course provides information on a knowledge level most beneficial to tax professionals who are new to a skill or attribute, such as staff or entry level personnel. It may also benefit a seasoned professional with limited exposure to the area. IRS PROGRAM NUMBER7VT8K-T-00298-21-S NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBER6193-CE-0037 |
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Preparing Partnership Returns
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4 | TBD | Federal Tax Law | ||
COURSE OVERVIEWThe course provides continuing professional education (CPE) to enhance competence in preparing income tax returns for partnerships. Subject matter includes basics of partnership taxation, preparation of Form 1065, U.S. Return of Partnership Income, accompanying forms and schedules, flow-through income and deductions for partners, and end of a partnership. AVAILABILITYOctober 15th, 2022 CPE CREDIT HOURS4 Credit Hours. One 50-minute period equals one CPE Credit Hour. LEARNING OBJECTIVESComing Soon RECOMMENDED PARTICIPANTSTax professionals who prepare individual or small business tax returns are encouraged to take this course. PROGRAM LEVELOverview. This course provides a general overview of the subject area from a broad perspective. It is appropriate for tax professionals at all organization levels. IRS PROGRAM NUMBERTBD NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBERTBD |
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Federal Tax Law Update
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3 | Now | Tax Law Updates | ||
COURSE OVERVIEWThis course provides continuing professional education (CPE) to enhance understanding of the latest developments in federal income tax law. Subject matter includes the inflation-adjusted provisions, extenders, student loan debt forgiveness, repayment of COVID-19-related distributions, virtual currency, business meals, Form 1099-K reporting requirements, capitalization of research and experimental expenditures, vehicle depreciation limits, state and local taxes paid by a pass-through entity, preparer due diligence requirements, safeguarding taxpayer data, and IP PIN eligibility. CPE CREDIT HOURS3 Credit Hours. One 50-minute period equals one CPE Credit Hour. LEARNING OBJECTIVESRECOMMENDED PARTICIPANTSTax professionals who prepare individual income tax returns are encouraged to participate in this course. PROGRAM LEVELUpdate. This course provides a general review of new developments in taxation. It is appropriate for tax professionals at all organization levels. IRS PROGRAM NUMBER7VT8K-U-00303-22-S NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBER6193-CE-0080 |
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Hot Topics
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3 | Now | Federal Tax Law | ||
COURSE OVERVIEWThis course provides continuing education to enhance understanding of clients with unpaid taxes, the marijuana industry, and adjustments to income. Subject matter includes various penalties the IRS might impose on a taxpayer, ways a taxpayer might pay and/or settle their tax debt with the IRS, tax obligations and issues related to the marijuana industry, and various adjustments to income reported on Part II of Schedule 1 (Form 1040). CPE CREDIT HOURS3 Credit Hours. One 50-minute period equals one CPE Credit Hour. LEARNING OBJECTIVESRECOMMENDED PARTICIPANTSTax professionals who prepare individual income tax returns are encouraged to participate in this course. PROGRAM LEVELOverview. This course provides a general overview of the subject area from a broad perspective. It is appropriate for tax professionals at all organization levels. IRS PROGRAM NUMBER7VT8K-T-00309-22-S NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBER6193-CE-0087 |
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Income, Deductions, and Credits
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3 | Now | Federal Tax Law | ||
COURSE OVERVIEWThis course provides continuing professional education (CPE) to enhance competence in preparing income tax returns for individuals. Topics include taxable earnings, interest income, dividend income, retirement income, capital gains, standard deduction, itemized deductions, nonrefundable and refundable credits, Foreign Tax Credit, Retirement Savings Contribution Credit, excess Social Security and RRTA tax withheld, and Credit for Federal Tax Paid on Fuels. CPE CREDIT HOURS3 Credit Hours. One 50-minute period equals one CPE Credit Hour. LEARNING OBJECTIVESRECOMMENDED PARTICIPANTSTax professionals who prepare individual income tax returns are encouraged to participate in this course. PROGRAM LEVELOverview. This course provides a general overview of the subject area from a broad perspective. It is appropriate for tax professionals at all organization levels. IRS PROGRAM NUMBER7VT8K-T-00310-22-S NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBER6193-CE-0093 |
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Avoid Ethical Violations
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2 | Now | Ethics | ||
COURSE OVERVIEWProgram content includes textual explanations of tax concepts in the context of a refresher course for tax professionals who are familiar with filing Form 1040 for individual taxpayers. The course meets requirements for the IRS Annual Federal Tax Refresher Course (AFTR). EXPIRATION DATE AND FINAL EXAM DETAILS
This course must be successfully completed by December 31, 2022, to be valid for the 2022 filing season. This course expires after December 31, 2022. CPE CREDIT HOURS6 Credit Hours. One 50-minute period equals one CPE Credit Hour. LEARNING OBJECTIVESRECOMMENDED PARTICIPANTSTax professionals who prepare individual income tax returns are encouraged to participate in this course. Credits for this course are not available to Enrolled Agents. PROGRAM LEVELReview. This course provides a general overview of the subject area from a broad perspective. It is appropriate for tax professionals at all organization levels. IRS PROGRAM NUMBER7VT8K-A-00302-22-S NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBER6193-CE-0099 |
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Circular 230 Ethics
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2 | Now | Ethics | ||
COURSE OVERVIEWThis course provides continuing professional education (CPE) to enhance understanding of regulations governing the practice of Enrolled Agents, CPAs, attorneys, and other individuals who prepare tax returns for compensation. Subject matter includes information about requirements to obtain a preparer tax identification number (PTIN), eligibility for enrollment to practice before the IRS, conduct in representation, violations of regulations, and disciplinary proceedings. CPE CREDIT HOURS2 Credit Hours. One 50-minute period equals one CPE Credit Hour. LEARNING OBJECTIVESRECOMMENDED PARTICIPANTSTax professionals who represent taxpayers before the Internal Revenue Service, or individuals who are preparing to become enrolled to represent taxpayers. PROGRAM LEVELOverview. This course provides a general overview of the subject area from a broad perspective. It is appropriate for tax professionals at all organization levels. IRS PROGRAM NUMBER7VT8K-E-00304-22-S NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBER6193-CE-0006 |
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Disclosing Client Information
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2 | Now | Ethics | ||
COURSE OVERVIEWThis course provides continuing professional education (CPE) to enhance understanding of rules that apply to disclosure and use of client tax return information by a tax return preparer. Subject matter includes allowable disclosure and use, as well as the wording and manner of obtaining mandatory consents from clients to disclose or use their tax return information. CPE CREDIT HOURS2 Credit Hours. One 50-minute period equals one CPE Credit Hour. LEARNING OBJECTIVESRECOMMENDED PARTICIPANTSTax professionals who prepare tax returns or otherwise have access to taxpayer information obtained as part of a tax preparation engagement. PROGRAM LEVELOverview. This course provides a general overview of the subject area from a broad perspective. It is appropriate for tax professionals at all organization levels. IRS PROGRAM NUMBER7VT8K-E-00312-22-S NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBER6193-CE-0035 |
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Estates
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2 | Now | Federal Tax Law | ||
COURSE OVERVIEWThis course provides continuing professional education (CPE) to enhance knowledge of the taxation of estates. Topics include personal representatives, when an estate begins, inherited property, estate filing requirements, and Form 1041, U.S. Income Tax Return for Estates and Trusts. CPE CREDIT HOURS2 Credit Hours. One 50-minute period equals one CPE Credit Hour. LEARNING OBJECTIVESRECOMMENDED PARTICIPANTSTax professionals who prepare individual income tax returns are encouraged to participate in this course. PROGRAM LEVELOverview. This course provides a general overview of the subject area from a broad perspective. It is appropriate for tax professionals at all organization levels. IRS PROGRAM NUMBER7VT8K-T-00316-22-S NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBER6193-CE-0082 |
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Military Taxpayers
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2 | Now | Federal Tax Law | ||
COURSE OVERVIEWIssues addressed in this course include extension of tax filing and payment deadlines for military personnel, moving expenses, residency issues, and exclusions from income for certain types of military earnings. Information about retirement pay, pensions, and forgiveness of federal tax liability is also provided in this course. CPE CREDIT HOURS2 Credit Hours. One 50-minute period equals one CPE Credit Hour. LEARNING OBJECTIVESRECOMMENDED PARTICIPANTSTax professionals who prepare individual income tax returns are encouraged to participate in this course. PROGRAM LEVELOverview. This course provides a general overview of the subject area from a broad perspective. It is appropriate for tax professionals at all organization levels. IRS PROGRAM NUMBER7VT8K-T-00313-22-S NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBER6193-CE-0096 |
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Senior Taxpayers
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2 | Now | Federal Tax Law | ||
COURSE OVERVIEWThis course provides continuing professional education (CPE) for tax professionals who provide advice to senior taxpayers. Subject matter includes various tax provisions relating to a taxpayer's filing requirements, long-term care expenses, and qualified charitable distributions from IRAs. The course includes discussion of reverse mortgages and exclusion of gain on the sale of home. Content also includes information about tax issues specific to retirement income, Social Security benefits, and life insurance proceeds. CPE CREDIT HOURS2 Credit Hours. One 50-minute period equals one CPE Credit Hour. LEARNING OBJECTIVESRECOMMENDED PARTICIPANTSTax professionals who prepare individual income tax returns are encouraged to participate in this course. PROGRAM LEVELOverview. This course provides a general overview of the subject area from a broad perspective. It is appropriate for tax professionals at all organization levels. IRS PROGRAM NUMBER7VT8K-T-00314-22-S NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBER6193-CE-0097 |
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Data Security
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1 | Now | Federal Tax Law | ||
COURSE OVERVIEWThis course provides continuing education to enhance understanding of data security. Subject matter includes measures to take to safeguard taxpayer data, warning signs of a data breach, steps to create a written information security plan, and recent threats to data security. CPE CREDIT HOURS1 Credit Hour. One 50-minute period equals one CPE Credit Hour. LEARNING OBJECTIVESRECOMMENDED PARTICIPANTSTax professionals who prepare individual income tax returns are encouraged to participate in this course. PROGRAM LEVELOverview. This course provides a general overview of the subject area from a broad perspective. It is appropriate for tax professionals at all organization levels. IRS PROGRAM NUMBER7VT8K-T-00305-22-S NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBER6193-CE-0066 |
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Death of a Taxpayer
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1 | Now | Federal Tax Law | ||
COURSE OVERVIEWThis course provides continuing professional education (CPE) to enhance knowledge of steps to take after an individual has died. Topics include decedents final income tax return, income in respect of a decedent, property passing at death, probate assets, and personal representatives. CPE CREDIT HOURS1 Credit Hour. One 50-minute period equals one CPE Credit Hour. LEARNING OBJECTIVESRECOMMENDED PARTICIPANTSTax professionals who prepare individual income tax returns are encouraged to participate in this course. PROGRAM LEVELOverview. This course provides a general overview of the subject area from a broad perspective. It is appropriate for tax professionals at all organization levels. IRS PROGRAM NUMBER7VT8K-T-00306-22-S NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBER6193-CE-0056 |
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Education Tax Benefits
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1 | Now | Federal Tax Law | ||
COURSE OVERVIEWThis course provides continuing education to enhance understanding of education tax benefits. Subject matter includes the tax treatment of scholarships, grants, and fellowships, education tax credits, student loan interest deduction, Coverdell ESAs, QTPs, and other education tax benefits. CPE CREDIT HOURS1 Credit Hour. One 50-minute period equals one CPE Credit Hour. LEARNING OBJECTIVESRECOMMENDED PARTICIPANTSTax professionals who prepare individual income tax returns are encouraged to participate in this course. PROGRAM LEVELOverview. This course provides a general overview of the subject area from a broad perspective. It is appropriate for tax professionals at all organization levels. IRS PROGRAM NUMBER7VT8K-T-00315-22-S NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBER6193-CE-0098 |
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Married Taxpayer Topics
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1 | Now | Federal Tax Law | ||
COURSE OVERVIEWThis course provides continuing professional education for tax preparers to assist taxpayers who are married navigate various topics. Topics include innocent spouse relief, taxpayers who can file as an injured spouse, community property rules for married taxpayers filing separately, married filing separately tax provisions, anda U.S. taxpayer married to a nonresident alien. CPE CREDIT HOURS1 Credit Hour. One 50-minute period equals one CPE Credit Hour. LEARNING OBJECTIVESRECOMMENDED PARTICIPANTSThis course is recommended for tax professionals who prepare tax returns for compensation and other individuals who assist paid preparers. PROGRAM LEVELOverview. This course provides a general overview of the subject area from a broad perspective. It is appropriate for tax professionals at all organization levels. IRS PROGRAM NUMBER7VT8K-T-00276-21-S NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBER6193-CE-0092 |
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Virtual Currency
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1 | Now | Federal Tax Law | ||
COURSE OVERVIEWThis course provides continuing education to enhance understanding of virtual currency. Subject matter includes IRS initiatives related to virtual currency and the taxation of virtual currency. CPE CREDIT HOURS1 Credit Hour. One 50-minute period equals one CPE Credit Hour. LEARNING OBJECTIVESRECOMMENDED PARTICIPANTSTax professionals who prepare individual income tax returns are encouraged to participate in this course. PROGRAM LEVELOverview. This course provides a general overview of the subject area from a broad perspective. It is appropriate for tax professionals at all organization levels. IRS PROGRAM NUMBER7VT8K-T-00308-22-S NATIONAL REGISTRY OF CPE SPONSORS ID NUMBER109322 CTEC COURSE NUMBER6193-CE-0095 |
- Purchase hours to complete any course.
- Receive instant access to hours.
- Read courses online or print provided PDF.
- Track completed courses.
- Print certificates of completions.
- Course results are uploaded to IRS and CTEC.
Retail Price | Price Per Hour | |
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20 Online CPE Hours - Best Value! | $199 | $9.95 |
8 Online CPE Hours | $129 | $16.13 |
2 Online CPE Hours | $49 | $24.50 |
- Field of Study: Taxes
- Expiration Date: Online CPE Hours do not expire. Subject to CPE Policy.
- Type of Delivery Method: Interactive self-study.
- Passing Grade: Participants who answer a minimum of 70% correct on the final exam will be sent a Certificate of Completion via email. Results are regularly uploaded to the IRS and CTEC.
- Refund Policy: 30-day money-back guarantee. For more information regarding refund, complaint and/or program cancellation policies, please contact our customer service department at 1-866-919-5277.
- Advance Preparation: No advance preparation is needed to complete any of our courses.
- Record Retention: Tax Materials, Inc. will retain a record of course participants and final exam scores for a minimum of five years.





- Have an active PTIN.
- Complete continuing education from an IRS approved CPE Provider.
- Take the Annual Federal Tax Refresher (AFTR) course and test if required.
- CPA
- Attorney
- Enrolled Agent
- Enrolled Retirement Plan Agent
- Enrolled Actuary
- National and State Tests
- Anyone who passed the Registered Tax Return Preparer test administered by the IRS between November 2011 and January 2013
- Established state-based return preparer program participants currently with testing requirements: Return preparers who are active members of the Oregon Board of Tax Practitioners, Maryland State Board of Individual Tax Preparers, or the California Tax Education Council.
- Accredited Tax Preparer (ATP) or Accredited Business Accountants/Advisors (ABA) test offered by the Accreditation Council for Accountancy/Taxation
- Part 1 of the Special Enrollment Exam during the 2 year eligibility window
- Successful Volunteer Income Tax Assistant (VITA) program reviewers and instructors
Exempt - 15 Total CPE Hours | |
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3 CPE Hours | Tax Law Updates |
10 CPE Hours | Federal Tax Law |
2 CPE Hours | Ethics |
Non-Exempt - 18 Total CPE Hours | |
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6 CPE Hours | AFTR Course and Test |
10 CPE Hours | Federal Tax Law |
2 CPE Hours | Ethics |
- All courses offered by Tax Materials, Inc. are CTEC approved.
- Results are regularly uploaded to CTEC.
- Course satisfies the CTEC 5 hour California state tax requirement for CRTPs.
- Next update planned for 2/1/2022