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Once you log into the account, simply scroll down to view the upcoming webinars. There is a Register Button against each webinar. Once you click on register, you will receive a prompt as well that you have registered for the webinar. Here’s a screenshot of the registration confirmation for your easy reference: In case you do not receive the prompt for a webinar you are trying to register, please contact our support team via email to support@my-cpe.com or through live chat support. Kindly note that for paid webinars, you will be redirected to a payment screen where you can pay using Visa, Mastercard or AMEX. Once payment is successful, you will be redirected back to the website with the registration confirmation. Once logged in, scroll down to see the list of upcoming webinars. Click on the register button for the webinar that you’re interested in to register yourself. If you’re still facing difficulty logging in, please contact our support team at support@my-cpe.com or contact our support team through live chat support.

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Is there any way to assure that I would be able to access the registered webinar?

When you register for any webinar, you receive an email confirmation with a link to join the webinar at the scheduled time. Also, the registered webinars are visible in you myCPE login in ‘My Webinars’ section and under the ‘Upcoming Webinars’ tab myCPE recommends that you check your digital device is compatible with the GoToWebinar software prior to attending the webinar.

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How many CPE credits do I need to earn?

The number of CPE credits required purely depends upon your board requirements. If you’re a CPA, you can click here to know more about it. If you’re an Enrolled Agent or a Tax Professional, go to this page.

What is the different between CPE and CE credits?

CPE credits are governed by NASBA regulations and CE credits are governed by IRS regulations. Enrolled Agents, Enrolled Retirement Plan Agents and other tax return preparers approved by IRS are required to obtain CE credits. CPE credits are required for CPAs. We are approved by NASBA and IRS for publishing webinars for CPE and/or CE credits. Not all webinars qualify for CPE and CE credits. Therefore, each webinar mentions how many CPE and/or CE credits is it eligible for.

To earn your CPE credits, you need to fulfill the attendance requirements laid down by NASBA. The guidelines state that the participant is required to remain logged into the webinar as per the NASBA minimum time requirements and answer all the poll questions. Only when both the conditions are fulfilled does a participant become eligible for the CPE credits. The following table contains the NASBA Minimum time requirements and no. of polling questions that need to be answered for available CPE credit. Kindly note that you will be required to complete an evaluation form before receiving your CPE credits:

When is CE reported to the IRS?

It is the responsibility of the webinar participant to provide a valid PTIN number on the myCPE account. Further, you also have to ensure that the webinar you are enrolled for is eligible for CE credits. It is important to note that to earn your credits, the time and polling requirement for the IRS CE and NASBA CPE are the same. Though, IRS does NOT issue partial credits. This means that the webinars of 90 minutes and 150 minutes would earn you only 1 CE and 2 CE, respectively. You will not earn 1.5 CE and 2.5 CE for the webinar. myCPE reports the details of CE credit to IRS at the IRS designated schedule – mostly at the end of the quarter.

I attended a webinar but it shows in the ‘Did not Attend’ section.

If you registered for the webinar and it shows that you didn’t attend, it could mean two things: 1) You didn’t answer all the polling questions 2) You haven’t filled and submitted your evaluation form. In both cases, you won’t be able to get your credits. In case you submitted your polling questions and evaluation form and still show the webinar in the ‘Did not Attend’ section, please submit your query to support@my-cpe.com or contact through our chat support on the website.

NASBA Fields of Study

myCPE is in compliance with NASBA’s latest guide on the CPE fields of study. All CPE-approved webinars on myCPE are approved by NASBA. We recommend checking with your State Board as it has the final authority on the approval of courses for CPE credit. An explanation of the changes to the Fields of Study is available at www.nasbaregistry.org

State CPE Requirements

As the state CPE requirements vary from state to state, we recommend CPAs to follow their state requirements. click here to find out about the CPE requirements.

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The evaluation form will be sent to attendees in the next 24 hours after the webinar has ended. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the webinar and answer all the polling questions. Typically, it takes up to 24 hours for us to send an evaluation form. There could be a delay in cases where.

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Within 24 hours of completion of your webinar, you shall receive an evaluation form via email. Once you have completed the evaluation form, you will be able to download the credit certificate from myCPE account under the ‘MY CERTIFICATE’ tab.

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Is myCPE a board approved platform?

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How do I become a speaker on myCPE?

It’s one of our fundamental objectives to bridge the gap between the speakers and professionals. Although there are certain guidelines for becoming a speaker on myCPE, we welcome new speakers with open arms. Please drop us an email at andy@my-cpe.com if you’re interested in becoming a speaker on myCPE.

Smarter Social Security

4.6 (319)

Daniel G. Mazzola , CFA, CPA

American Portfolios Financial Services Inc.

Wednesday, August 04, 2021 | 10:00 AM EDT

AFSP
CPA (US)
EA
Tax Preparer
CPA/PFS
CTEC

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00290-20-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0298)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00290-20-O)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00290-20-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

excel accountant - charts

(3)

Aug 03, 2021 | 12:30 PM EDT View Details

corporate planning, budgeting, and forecasting

Aug 03, 2021 | 01:30 PM EDT View Details

the fundamentals of peos: everything you need to know to find, refer and work with a professional employer organization

(85)

Aug 03, 2021 | 02:00 PM EDT View Details

niche strategy: grow your bottom line with high value clients

Aug 03, 2021 | 02:00 PM EDT View Details

cracking the corruption code

(3)

Aug 03, 2021 | 02:00 PM EDT View Details

retirement plan beneficiary disasters and how to avoid & fix them

(2)

Aug 03, 2021 | 02:00 PM EDT View Details

employment law issues must know for accountants

(6)

Aug 03, 2021 | 02:30 PM EDT View Details

sox identifying and documenting controls

Aug 03, 2021 | 03:00 PM EDT View Details

multistate tax compliance: where and when businesses are subject to state taxes

(111)

Aug 03, 2021 | 03:30 PM EDT View Details

the art of effective communication

(30)

Aug 03, 2021 | 03:30 PM EDT View Details

creating a development (fundraising) plan for your non-profit

Aug 04, 2021 | 09:00 AM EDT View Details

mastering irs representation

Aug 04, 2021 | 09:00 AM EDT View Details

what to do when you owe sales tax to the government

(36)

Aug 04, 2021 | 09:30 AM EDT View Details

financial economic sustainability performance

Aug 04, 2021 | 09:30 AM EDT View Details

sox internal controls for accounts payable, receivable & inventory

(2)

Aug 04, 2021 | 10:00 AM EDT View Details

Course Description

Most Americans depend heavily on the Social security income after reaching retirement age. It is one of the most common strategic decision affecting the life of millions. There is a little understanding about the importance of this strategic decision that can have a wide spread impact on standard of living.

Tax practitioners and CPAS have the ideal position to guide their clients and saving them from long term hassles. With proper planning people can take an informed decision for optimizing retirement income. After attending this webinar, you can efficiently answers common questions like:

Should I take Social Security early or later?
Which Social Security income election strategy will give me the most lifetime net after-tax income?
Does it make sense for me to first draw upon my 401K and/or IRA account(s) and then claim Social Security later?
Does it make sense to re-distribute some of my assets into other investment vehicles that minimize, or altogether possibly eliminate, the taxation of my Social Security benefit?

Social security income planning is a huge opportunity to help grow your clients and your practice for accounting and tax practices. This free CPE webinar will help you on advising your clients on how to improve their benefit including the advantages and disadvantages of early retirement.

Learning Objectives

To understand the fundamentals of Social Security retirement program
To learn about the eligibility criteria for spousal, divorced spousal and survivor benefits
To learn the strategies for optimizing benefits for various situations, at various ages
To discuss about the advantages or disadvantages of retiring early versus waiting until their full-retirement age
To learn about advising clients on improving their benefits using smart social security planning

Who Should Attend?

Accountant
Accounting Firm
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
Enrolled Agent
Senior Accountant
Staff of Accounting Firm
Tax Accountant (Industry)
Tax Attorney
Tax Director (Industry)
Tax Firm
Tax Managers
Tax Practitioners
Tax Preparer
Tax Pros
Young CPA

Testimonial

Array
(
    [no_of_record] => 319
    [average] => 4.6050
)

4.6

(319)

68%

27%

Annie Chung-wong, EA

Feb 8th 2021

great seminar

Nisla Love, ACCT/BK, EA, Tax Pros

Jan 30th, 2021

It’s a must! Great information for your clients.

Stacey Craig, CPA (US)

Jan 29th, 2021

This was a very informative webinar with a lot of great information.

Jennifer Boehm, CPA (US)

Jan 29th, 2021

I learned a lot in this Webinar that are applicable both professionally and personally. I will recommend this Webinar to my colleagues.

JHK

James H Keegan, EA

Jan 29th, 2021

Excellent Webinar . Would like to see more on Social security.

Mollie Galloway, CPA (US)

Jan 29th, 2021

Incredibly relevant.

Smarter Social Security

Subject Area

Taxes

Webinar Qualifies For

Upcoming Webinars

Course Description

Learning Objectives

Who Should Attend?

Additional details

NASBA APPROVED

IRS APPROVED

CTEC APPROVED

About Presenter

Daniel G. Mazzola , CFA, CPA

About Company

American Portfolios Financial Services Inc.

FAQ

Refund/Cancellation Policy

Testimonial

4.6