Discussion:EA Continuing Education
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Discussion Forum Index --> Business Growth Community --> EA Continuing Education
OmahaGold01 (talk|edits) said: | 12 June 2009 |
| I've been reading Circular 230 and in attempting to become an Enrolled Agent I have a question re: continuing education. Do you have to report anything to the IRS on an annual basis by submitting proof of education completed? As a CFP, I am required to submit education to the CFP board on an annual basis to prove CPE is kept up. Is this the case for an EA? Do you just have to keep copies and proof of completion of the education until your next enrollment period in case the IRS asks for proof?
I know this may seem like an elementary question, but was hoping I could be pointed in the right direction. Thanks! OmahaGold01 | |
| 12 June 2009 | |
| you keep it for proof (in case they want it), and only report it when up for renewal. They do spot-check people's CPE, so don't think you don't have to keep proof just because they don't want you to submit the proof with the renewal paperwork.
For the CFP, do you have to submit copies of certificates or just 'certify' that you have taken so many hours? For the PACE (ChFC and CLU), we just have to 'certify' that we have met the requirements. | |
| 13 June 2009 | |
| Our glorious State Bar requires the VENDERS of continuing legal education to report credits earned directly to the state Supreme Court. And every lawyer gets a statement of credits earned and credits lacking twice a year.
Can't trust them lawyers, ya know... | |
Chris2lane (talk|edits) said: | June 15, 2009 |
| Kevin, for the CFP, you have to alert the CFP board of your CPE by going online and telling them that you took Class A on this date and completed this many credit hours. No actual submitting of certificates are required, but if it is a class that the CFP has not heard of, you must get their OK before it is allowed. | |
OmahaGold01 (talk|edits) said: | 17 June 2009 |
| I echo Chris2lane's comments on the CFP CPE. | |
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