Credit and attendance guidance
Webinar Continuing Education Credits
Review how Basics & Beyond live webinars and seminars are represented for NASBA CPE, IRS CE, CLE, CFP, AFSP, and voluntary professional development.
- 108123
- NASBA sponsor number
- YH1DR
- IRS provider ID
- 1–8
- hours by live session
At a glance
What to know
- Basics & Beyond is listed on the NASBA National Registry as sponsor 108123.
- Basics & Beyond is an approved IRS continuing education provider, ID YH1DR.
- Final state-board, bar, CFP, employer, or other acceptance remains subject to the applicable authority and individual program approval.
Certified Public Accountants
Basics & Beyond live programs publish NASBA delivery method, field of study, sponsor information, and credits. Most states accept programs from NASBA sponsors, but each CPA should verify the program and the final board requirements for the applicable jurisdiction.
Tax attorneys
Tax attorneys may use sessions for current technical training, controversy insight, planning, procedure, ethics, and issue spotting. Formal CLE acceptance is jurisdiction-specific and must be verified with the applicable state bar or accrediting authority.
Enrolled agents and PTIN holders
Basics & Beyond is an approved IRS CE provider. CE reporting is completed for enrolled agents, AFSP participants, and applicable PTIN holders when the correct PTIN and identity information are on file.
- Program number, category, and hours are published on the individual session page.
- Attendance and participation must be verified before reporting.
- The IRS provider agreement and reporting process do not constitute an IRS endorsement of program quality.
- PTIN data is stored separately from public certificate and course content.
Other tax return preparers
Continuing education can be used voluntarily for tax-law knowledge, filing-season readiness, planning, procedure, and client-service development even when a formal reporting requirement does not apply.
Annual Filing Season Program and specialty courses
Basics & Beyond may offer a six-hour Annual Federal Tax Refresher course together with ethics and federal-tax-law components for the IRS Annual Filing Season Program, subject to course approval, timing, and minimum participation.
What attendees should verify
Review the individual program - not only the provider - for the exact credit treatment.
- Course number and IRS program number when applicable.
- Credit hours, field of study, and delivery method.
- Presenter, date, time, and attendance controls.
- State CLE or CFP approval number when published for a seminar.
- Certificate access, PTIN reporting, and record-correction procedures.
Frequently asked questions
Questions about this page
Does every webinar qualify for every type of credit?
No. Credit types, hours, subjects, and program numbers are session-specific. Use the individual program page as the source.
Does Basics & Beyond automatically report CPA CPE to every state?
No. CPAs generally retain and report certificates under the requirements of their jurisdiction. Verify the applicable state-board process.
How is IRS CE reported?
After qualifying completion, the provider uses the participant's protected identity and PTIN record for required IRS reporting. PTIN information does not appear on the public certificate.
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