New York CPE Courses for CPAs

Your Ultimate Guide to New York CPE

Once you obtain your CPA license in the state of New York, it becomes essential for you to pursue New York Continuing Education to maintain its active status. Failure to meet your NY CPA Continuing Education requirements will also negatively impact your professional credibility and may cause some irreversible damage to your career.

Since CPE requirements New York are slightly different than those in many other states, you should plan your CPE journey right at the beginning of your license renewal period. This guide is intended to provide you with all the vital details related to New York CPE requirements so that you can experience a hassle-free journey.

In this guide, we’ll discuss everything, from the basic New York State CPE requirements and primary CPE subject areas to CPE New York guidelines and more.

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What Are the Basic Requirements of New York CPE?

Here’re the fundamental things you need to remember when planning how to obtain CPE credits in New York.

• New York has a triennial license renewal period.
• The CPE reporting period in the state is annual. It runs from 1st January through 31st December.
• You may not be able to transfer your credits from one CPE reporting period to the next one.
• You’re required to obtain either 24 or 40 New York CPA CPE credits every year. We’ll discuss this in detail in the next section.
• During every three-year period, you need to obtain four credits in professional ethics.

What Are the Options You Have When Meeting Your New York CPA CPE Requirements?

As mentioned above, you’ll get two options in terms of the total number of CPE credits that you need to obtain every year.

• You can obtain at least 24 CPE credits concentrated in a single subject area. For instance, you may choose to take CPE courses New York in accounting subject areas to earn these credits.
• Or, you can obtain at least 40 CPE credits in a combination of multiple subject areas. For instance, you can take multiple courses in multiple subject areas to earn these credits.

What Are the Approved Subject Areas to Meet CPE Requirements New York?

Here’re brief overviews of the primary subject areas that you can choose from when pursuing New York CPE.

• Accounting

These courses will help you develop your professional skills and knowledge in comprehensive bases of accounting, generally accepted accounting principles, related financial reporting, etc. You can also choose subject matters those cover accounting principles and authoritative pronouncements defined by the standard-setting authorities and subjects that come under the accounting field.

• Taxation

Courses in this subject area will help enhance your competence in tax planning for trusts, estates, businesses, and individuals, as well as international, federal, state, and local tax compliance.

Tax planning concentrates on the way tax rules apply to prospective transactions. It’ll also help improve your comprehension of the tax implications of complex or uncommon transactions. By choosing the right courses when meeting New York CPE requirements for CPAs, you’ll also be able to advise your clients on tax-saving opportunities and alternative tax treatments.

Tax compliance covers tax return review & preparation, IRS examinations, protests, and ruling requests.

• Auditing

Courses in this subject area will help improve your skills and knowledge of how to examine and report financial statements. You’ll also learn about how to review and examine government programs and/or operations, and administrative and internal controls. In this field of study, courses related to ethics and professional conduct are properly categorized.

• Attestation

These courses will help enhance your competence in carrying out attestations for organizations. The process basically involves taking all the gathered information and data and checking their validity according to agreed-upon procedure engagements.

People sometimes confuse auditing and attestation services with each other. However, one key difference is that audits are carried out to identify risks, data, or compliance issues. And attestation is carried out to review or evaluate the truth of the information or data by comparing it to an internal system, control, or stated purpose.

• Ethics

These courses will help improve your comprehension of the profession’s ethical standards. The board will accept ethics courses in accounting, taxation, and auditing fields. However, they should include ethical advice in the specialty practice, updates on AICPA and New York State ethics rules, discussion of case studies related to ethical issues, and information on the latest litigation concerning ethical issues or concerns in the specific field.

• Advisory services

Courses in this field of study cover different advisory services that accountants offer to their clients. Traditional advisory services include designing, evaluating, and analyzing systems that impact the controlling, organizing, and planning of any stage of operation in a nonprofit enterprise or business. Depending on the situation, this may also include implementing the systems.

Less traditional advisory services involve small business consulting, personal financial planning, and technology consulting.

• Specialized knowledge & applications associated with specialized industries

These courses will help improve your skills and knowledge that apply to specialized business entities and industries. Often, an AICPA industry audit guide’s title determines these industries. These industries often need unique advisory services, face uncommon audit issues and tax problems, and use specialized accounting procedures and principles.

When fulfilling your New York State CPE requirements for CPA, you may find that some CPE courses New York come under multiple subject areas. As a general rule, the main subject matter and the primary focus of a course determine its subject area category. However, when in a dilemma, you may contact the Board office to get it clarified.

New York CPE Requirements: Guidelines Related To Ethics

Here’re the ethics-related guidelines that you need to keep in mind when meeting CPE requirements for CPA New York.

• The board may accept your four credits in professional ethics toward the yearly credit requirement in the year you obtained them.
• It’s a must for the ethics course to be approved by the state board if you only hold a New York CPA license or New York is your primary place of business.
• If your primary place of business is in another state and you’re licensed in there, you may be able to use your credits obtained in regulatory ethics, by taking the course from a sponsor that’s approved in that state or approved by NASBA or New York board, to meet your New York ethics requirement.

New York State CPE Requirements: Other Subject Area Guidelines

If you oversee compilation or attest services or authorize another person to sign or sign the report of an accountant on financial statements as a representative of a firm, you’ll need to obtain at least 40 CPE credits in accounting, audit, and/or attest in the three-year period immediately before you start offering those services.

You may be able to use these credits toward fulfilling your yearly New York CPE requirement in the year you earned them.

CPE New York: Guidelines Related To CPE Sponsors and Accounting Firms and Organizations

Be sure to adhere to these guidelines when meeting New York State Board of Accountancy CPE requirements as non-compliance with them may jeopardize your CPE plan.

Guidelines Related To CPE Providers

• If you take self-study courses to meet your CPE requirements New York, their sponsors have to be registered with NASBA or the New York State Board.
• If you fulfill New York CPA CPE requirements by taking courses in New York, your CPE sponsors have to be registered with NASBA or New York State Board.
• If you take courses in another state, your sponsor must be registered with NASBA, the New York State Board, or the board of that particular state.

Guidelines Relate To Accounting Firms and Organizations

You’re allowed to meet your New York State CPA license CPE requirements by participating in technical sessions and professional development programs conducted by local, state and national public accounting firms and organizations approved by the board. You may also participate in other technical and education programs which are approved by the board and have relevance to public accounting.

CPE Credits New York: Limitations

Here’re the vital guidelines related to New York CPE credits.

• Delivery of courses in a college/university

The university or college must have regional accreditation and must deliver the course for academic credit. It’s also mandatory for the course to cover content that comes under the subject areas approved by the board. Note that you may not be able to obtain any credit for delivering programs that are required for CPA licensure.

• Instruction of formal CPE programs

Using this method, you’ll be able to obtain a maximum of 50% of your total CPE credits. However, you won’t receive any credit if there is no new material or substantial changes in the existing materials.

• Authorship of books/articles

For published materials, you’re allowed to earn a maximum of 50% of your total credits. Note that your work has to be published in a book related to topics approved by the board or in a peer-referenced journal.

New York CPA CPE: Calculation of Credits

Here’re the ways to calculate your CPE credits when pursuing New York CPE.

• College/university credits

In this method, you’ll obtain 10 CPE credits for every quarter hour and 15 credits for every semester hour.

After you obtain your first credit in an approved program, you can receive one-half credit for every 25 minutes.

• Instruction of formal CPE courses

As an instructor of a formal CPE course offered by a CPE sponsor approved by the New York State Board, you can obtain one CPE credit for every of the actual preparation and actual presentation time. The maximum limit for preparation time is two hours for every one hour of the presentation time.

• Teaching of college/university courses

 If you teach a college or university course, you’ll receive 15 credits for every credit hour of its delivery. So, if you teach two hours of a course, you’ll get 30 CPE credits.

New York CPE: General Guidelines

Here’re some general guidelines that you need to remember when pursuing New York CPE.

• The New York State Board doesn’t need its CPAs to report their CPE compliance on a yearly basis. However, during the time of renewing your registration, you’re required to provide it with an affirmation that you’ve fulfilled your New York CPA CPE requirements.
• The state board conducts random audits to check the CPE compliance of its CPAs. Therefore, you must maintain all your CPE-related records for at least five years. At the time of an audit, you may have to submit them to the board.

An Exemption from New York CPA CPE Requirements

An exemption from compulsory New York CPE requirements may be requested to the NYSED on the following grounds.

• If you’re presently unemployed and don’t offer professional services to any third party.
• If you’ve retired from employment and don’t offer professional services to any external party.
• If you’ve formally listed your status as “inactive” and don’t offer services to any external party.
• If you’ve left the workforce temporarily and don’t offer professional services.

You can also request a waiver on the grounds of active-duty military service, health issues, extreme natural disasters (according to the policies of the New York State Board), and circumstances that may make you unable to fulfill your New York State CPE requirements.

Meeting CPE Requirements New York With CPEThink.com

We hope that this guide has provided you with all the vital information you need to pursue New York CPE conveniently. If you want to join one of the leading CPE sponsors to fulfill your New York CPA CPE requirements, CPEThink.com is here to help.

Equipped with nearly two decades of industry experience, a robust team of renowned authors and instructors, and a 100%, 100-day money-back policy, we have everything in place to help you obtain your CPE credits New York most efficiently and with complete peace of mind.

If you want to get more information about CPE New York or our programs, feel free to give us a call today!

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