CPE and Specialty Credit

SURVEYS AND CPE CREDIT

During each session, virtual attendees will see a CPE tracking question pop up on your screen. You will need to respond to at least 75% of the tracking questions to qualify for CPE. The evaluation survey will be sent at the end of each day via email. You can also find the survey in the Survey Center of the ICPAS website. Once you complete the survey, you will receive your CPE certificate.

Please make sure that you only evaluate the sessions that you attended, and that you complete the evaluation within two weeks of the event. Your feedback on the presenters and overall experience is important. Switching of sessions is permitted.

SPECIALTY CREDIT

Sessions that qualify for specialty credits are indicated in the Agenda on the Summit25 website. To receive specialty credit, you must complete and submit the appropriate forms by Monday, August 25th by 5pm. After August 25th, we will be unable to process your request.

CONTINUING LEGAL EDUCATION (CLE) CREDIT

To receive this credit, attendees must complete one CLE form online. If an attendee is leaving early, they must indicate the time out on the form.
You will ONLY receive credit if you provide your ARDC#.
Three weeks post event, attendees will receive an emailed copy of the CLE Certificate of Attendance from the Society.

Please click here to complete your CLE form.

CERTIFIED FINANCIAL PLANNER (CFP) CREDIT

To receive this credit, attendees must complete the CFP form online.
You will ONLY receive credit if you provide your CFP Board ID#. We can no longer accept the last four digits of your Social Security Number.
Two weeks post event, attendees will receive an email from the CFP Board regarding their credit.

Please click here to complete your CFP form.

ENROLLED AGENT (EA) CREDIT

Attendees wanting EA credit, must complete the EA Form and include their PTIN number for it to be processed.
An EA form must be submitted for every session that qualifies.
Attendees will be able to view the EA program number on the individual ICPAS Certificate of Attendance (COA).
Once processed, attendees will be able to view their completed CE credits through their online PTIN account at www.irs.gov.

Please click on the links below to complete your EA credit forms.

101 – Tax Ethics: Best Practices in SSTS

101 – Tax Ethics: Best Practices in SSTS – Virtual

110 – Business Tax Briefing: Key Updates, insights, and Client Strategies

110 – Business Tax Briefing: Key Updates, insights, and Client Strategies – Virtual

114 – Developments and Opportunities in International Tax

114 – Developments and Opportunities in International Tax – Virtual

201 – Individual Tax Update

201 – Individual Tax Update – Virtual

205 – The Ins and Outs of IRAs

205 – The Ins and Outs of IRAs – Virtual

210 – Rich and Famous in Illinois: Working with High-Net-Worth Clients

210 – Rich and Famous in Illinois: Working with High-Net-Worth Clients – Virtual

215 – Revolutionizing Tax Advisory: Leveraging Technology to Drive Business Growth

215 – Revolutionizing Tax Advisory: Leveraging Technology to Drive Business Growth – Virtual

For specialty credit questions, please reach out to Kelly Opalko at opalkok@icpas.org