Important CTEC Renewal and Federal Education Requirements Update

There has been a lot of confusion surrounding the requirements for continuing education (CE) for both CTEC and the IRS. We would like to take a moment of your time to explain what is happening.

CTEC Renewals – For the CTEC renewal due by October 31, 2011, the CE requirements remain unchanged. To renew, you still need 20 hours of CE, broken down as follows:

  • Federal Tax Subjects: 12 hrs
  • California Tax Subjects: 4 hrs
  • Ethics: 2 hrs
  • Optional (Federal or California Tax Subjects): 2 hrs

Federal Education Requirements – The IRS has delayed its education requirements for unlicensed tax preparers until 2012. Therefore, there will be no education requirement to renew your PTIN for 2012.

The IRS has also changed its mind and has decided to renew the PTIN on an annual basis. The original plan was require renewals one year after the original registration, thereby providing a staggered registration. However that created too many administrative issues, including dealing with the October 15th extended filing due date. Thus, even though you have already registered (for example, in September 2010), you will have until December 31, 2011, to timely renew your PTIN.

For 2012, CTEC will still require 20 hours of CE to renew your registration. However, CTEC has changed the allocation of hours to comply with the federal requirements. Thus, for 2012, the CTEC hours needed for registration renewal will be broken down as follows:

  • Federal Tax Subjects: 10 hrs         
  • Federal Tax Update: 3 hrs         
  • Ethics: 2 hrs         
  • California Tax Subjects: 5 hrs

If you have not already met CE requirements for this year’s CTEC renewal, we would like to call your attention to the following courses that provide all the hours needed for renewal:

K17E11CTECo - 2011 Krusemark CTEC Pub 17 Course w/ Ethics (online version)

K17E11CTEC - 2011 Krusemark CTEC Pub 17 Course w/Ethics (print version)

CPE01011 - Tax Practitioners Ethics

  • Lee Reams Sr.

  • Lee T. Reams is the Chief Technical Officer of ClientWhys. He is also an Enrolled Agent having managed a 600-plus client tax practice. Educated as an engineer, with a Bachelor's Degree in Mechanical Engineering, Lee left his engineering career in 1975 to expand his part-time tax practice into a full-time career.

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