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 My Learning section 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 31st by 5pm. After August 31st, 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 one 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.
103 – Tax Incentives: Turning Complexity into Opportunity
103 – Tax Incentives: Turning Complexity into Opportunity – Virtual
107 – Not-for-Profit Tax Update
107 – Not-for-Profit Tax Update – Virtual
111 – Tax Deferred Risk Mitigation Business: Understanding the 831 (b) Tax Code
111 – Tax Deferred Risk Mitigation Business: Understanding the 831 (b) Tax Code – Virtual
123 – Inside the Latest SSTS Updates
123 – Inside the Latest SSTS Updates – Virtual
203 – The Retirement Readiness Roadmap
203 – The Retirement Readiness Roadmap – Virtual
207 – International Tax Update
207 – International Tax Update – Virtual
211 – Business Tax Update – Virtual
215 – Transaction-Driven Tax Planning Strategies
215 – Transaction-Driven Tax Planning Strategies – Virtual
219 – Individual Tax Update – Virtual
For specialty credit questions, please reach out to Kelly Opalko at opalkok@icpas.org.
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