Montana CPE Requirements

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Pacific Northwest Tax School programs meet Montana Board of Accountancy CPE requirements. Final authority for CPE rests with the Montana Board of Accountancy. It is the responsibility of each CPA to verify whether CPE programs and sponsors meet Montana Board requirements. A summary of CPE requirements and website link for the Board is provided below.

NEW CPE RULES EFFECTIVE JULY 13, 2012!  The Board recently changed its rules regarding continuing professional education requirements for licensees. The highlights of these changes include:
- NO MORE CPE REPORTING!
- Change from a state fiscal year to the calendar year.
- Elimination of carry-over/carry-back provisions.

Sponsor Information: Montana does not require sponsor registration nor does it pre-approve programs. The fundamental purpose of continuing education is to increase the practitioners professional competence. A professional person is one characterized as conforming to the technical and ethical standards of his profession. This characterization reflects the expectation that a person holding himself out to perform services of a professional quality needs to be knowledgeable within a broad range of related skills. Thus, the concept of professional competence is to be broadly interpreted. It includes, but is not restricted to, accounting, auditing, taxation, and management advisory services. Accordingly, programs contributing to the development and maintenance of other professional skills also should be recognized as acceptable continuing education programs. Such programs might include, but not be restricted to the areas of communication, ethics, quantitative methods, behavioral sciences, statistics, and practice management.

Renewal: 12/31 every three years.

Reporting period: Montana changed from fiscal year, to calendar year.  This means that starting in July 2012, there will no longer be a CPE reporting requirement. Also, the three-year rolling period ending 2012 (which would have ended June 30th) will now encompass the dates between July 1, 2009 through December 31, 2012, as the 2012 CPE year was extended six months in order to accommodate the change from a fiscal year to a calendar year.

CPE Requirements: 120 hours in any three-year reporting period with a minimum of two hours of ethics credit

Ethics Requirement: At least two hours of the 120 hours of acceptable continuing education credit must consist of knowledge and the application of ethics or the codes of professional conduct of certified public accountants and licensed public accountants.

Self Study: Is permitted for formal self-study programs. Interactive self-study programs shall receive continuing education credit equal to the average completion time, if the sponsor is recognized and approved by NASBA's CPE quality assurance service (referred to as a NASBA QAS sponsor) or NASBA's national registry of CPE sponsors (referred to as a NASBA registry sponsor). An interactive self-study program is designed to use interactive learning methodologies that simulate a classroom learning process that provides significant ongoing, interactive feedback to the participant regarding the participant's learning progress.

Pacific Northwest Tax School is an approved NASBA registry sponsor.

  • Our self-paced online education programs meet Montana Board of Accountancy requirements for interactive and qualify for 100% of hours awarded.
  • Our correspondence courses are not interactive and should be allowed credit for 50% of the hours awarded.

Click here for Montana Board of Accountancy website

IRS Approved

IRS Approved Continuing Education Provider

Notice to Members of the National Association of Enrolled Agents: NAEA requires its members to obtain 30 hours of CPE each year. NAEA further requires the CPE be in compliance with IRS guidelines. As an IRS approved sponsor of CPE, our programs meet CPE standards set forth by NAEA.

NASBA

Approved National Registry of CPE Sponsor

NASBA Sponsor #109290


Pacific Northwest Tax School is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors through its website:  www.nasbaregistry.org

California

California

Pacific Northwest Tax School's courses fulfill continuing education requirements for California CPAs and IRS EAs.

Notice to California CRTPs: We are not currently offering CTEC-approved courses due to recent changes in CTEC's requirements.
Click here for more information.
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OR Board of Tax Practitioners

Pacific Northwest Tax School is a licensed vocational school regulated by the Oregon Higher Education Coordinating Commission. Our CPE programs are approved by the Oregon Board of Tax Practitioners.

TX State Board of Public Accountancy

Texas Sponsor #009794

The Texas State Board of Public Accountancy requires CPAs obtain CPE from a Board-approved sponsor. Pacific Northwest Tax School has registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE programs.

NY State Board of Public Accountancy

Sponsor License #002479

The New York State Board for Public Accountancy requires CPAs obtain CPE from a Board-approved sponsor. Pacific Northwest Tax School has registered with the New York State Board for Public Accountancy as a CPE sponsor.

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