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Earn Free CPE Credits

Accounting professionals seeking to sharpen their skills and hone insights to become a go-to individual at the firm on key issues can take advantage of CPE courses offered by Paychex. We provide convenient ways to fulfill your continuing professional education requirements.

Live CPE Webinars

Feb. 9, 2021: Top Retirement Plan Updates in the New Year

Tuesday, Feb. 9, 2021

2 p.m. ET

1 CPE credit

With several key provisions of the SECURE Act set to go in to effect in 2021 that could potentially reshape the retirement industry, Paychex and CPA.com present a webinar to help ensure you have the most up-to-date information to consult with clients. This session will include details on starting a Pooled Employer Plan, qualified profit-sharing plan and information on the latest retirement legislation and tax strategies. (This event is not eligible for IRS CPE credit)

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Online Self-Study Courses — Free CPE Credits

Everyone learns in their own way and as their schedule permits. Paychex offers online CPE courses you can take at your convenience from any desktop or mobile device through the Accountant Knowledge Center (AKC). Topics include ethics, corporate tax, tax planning with life insurance, sales and use taxes, S corporation eligibility and election, and much more.

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Past webinar recordings

Top Federal Legislative Updates in the New Year

Learn about the critical federal payroll-related regulations and updates to be aware of in 2021 including taxes, healthcare policy, employment law, retirement plan administration, and more. By ensuring your clients address these areas wisely, you provide a valuable service and strengthen your relationships with them. (This recording is not eligible for CPE credit)

The New Stimulus Plan and What it Means for Businesses

Learn about the expansion to the Paycheck Protection Program (PPP), changes to the employee retention and paid leave tax credits, expansion to unemployment insurance and changes that impact retirement and healthcare plans that could affect your clients. (This recording is not eligible for CPE credit) 

The Big Tease — Rethinking Your Retirement Investment Strategy

This AICPA event features a market research expert from Dimensional Fund Advisors who provides a light-hearted look at the world of conventional investment advice and how effective hot investment tips and retirements trends of the day really are. (This recording is not eligible for CPE credit) 

Challenges and Changes Amid the Pandemic — Preparing Clients to Respond

Help clients better equip themselves to operate their businesses safely, productively, and in compliance with current regulations and state laws during the COVID-19 pandemic. (Note: This recording is not eligible for CPE credit.)

Cybersecurity and COVID-19 Considerations for Tax Professionals

With updated IRS guidelines for data and cybersecurity, tax preparers have additional responsibilities of securing taxpayer’s personal information. This recorded webinar provides details on cybersecurity and how to protect the personnel information of clients you collect and store. The session also includes information on data breaches, cybersecurity risks, internal controls, and recent issues related to the COVID-19 pandemic.(This recording is not eligible for CPE credit)

Hot Year-End Tax Topics

Learn about the many tax developments of 2020 that could change planning and compliance for your clients at year-end. This recorded webinar identifies COVID-19 tax changes that could have an impact in 2021, as well as new legislative, major judicial, and regulatory developments.(This recording is not eligible for CPE credit.)

Q3 Form 941 Changes and Related Updates

Employers will have to prepare for additional changes - there were more than 20 on the Q2 form - for third-quarter filing, including updates to account for new guidance on deferring the employee portion of Social Security taxes. This recorded webinar details new reporting elements on Q3 Form 941, as well as important process requirements and other related updates, to help prepare you to respond to client inquiries and enhance your advisory role. (This recording is not eligible for CPE credit.)

COVID-19 and the Changing Insurance Landscape

Review how to best navigate the current insurance landscape to help clients better protect their business, their employees, and their cash flow. (This recording is not eligible for CPE credit)

Understand How Recent Legislation Affects Your Clients' Retirement Plans

This webinar, sponsored by Paychex and CPA.com, includes details on the latest retirement legislation and tax strategies, and the benefits of a workplace 401(k). (This recording is not eligible for CPE credit)

Refusals to Return to Work - Childcare, Vulnerable Populations, and Other Employee Challenges

Review how business owners can address refusal-to-return situations, best practices for how to navigate the relevant laws and regulations, and more. (This recording is not eligible for CPE credit)

HR Issues Continue to Evolve: Strengthen Client Relationships with HR Advisory Support

This session provides details on the opportunities accountants have to advise on HR areas and provide clients with effective resources to assist. (This recording not eligible for IRS continuing education credit)

Revised Form 941 Released: Must-Know Information on the Changes

Learn about the new sections and reporting elements of the final version of Form 941 that clients will need to use with second-quarter reporting. (Please note: This recording is not eligible for CPE credit)

Paycheck Protection Program Loan Forgiveness: Impact of the PPP Flexibility Act of 2020

This session provides a summary and background of the benefits of PPP loan forgiveness and how the PPP Flexibility Act impacts provisions such as the covered period. (This webinar is not eligible for IRS continuing education credit)

Managing Virtual and Remote Work Teams

This recorded session provides details that can help prepare you with the right tools, protocols, expectations, and workplace culture to help your clients manage remote work.(This webinar is not eligible for IRS continuing education credit)

Best Practices to Help Prepare Clients for Workplace Interruptions

This webinar reviews suggested steps to help accountants prepare clients to respond to the unforeseen challenges that impact employees and customers before and after a major workplace interruption. (Note: This course is not eligible for CPE or IRS CE credit)

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On-site CPE seminars

Help Your Clients Understand the Benefits of the SECURE Act

This comprehensive seminar reviews the provisions of the Setting Every Community Up for Retirement (SECURE) Act, provides details of the tax credits, and discusses the benefits of a 401(k) plan.

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401(k): A Retirement Plan Option for Your Clients

This comprehensive seminar discusses retirement planning and highlights the advantages and disadvantages of such plans for businesses trying to enhance their benefits package.

  • 2 CPE Credits
  • Course Level: Basic
  • Prerequisite: None
  • Preparation: None
  • Delivery Method: Group-Live
  • Field of Study: Specialized Knowledge
Request This Seminar

Health Care Reform and Its Impact on Business

This seminar focuses on various laws, including the Affordable Care Act, to help you understand the requirements of health care reform and provide an opportunity for proactive consultations with clients. Learn about the Small Business Tax Credit, Form W-2 reporting, an Employer Shared Responsibility.

  • 1 CPE Credit
  • Course Level: Basic
  • Prerequisite: None
  • Preparation: None
  • Delivery Method: Group-Live
  • Field of Study: Specialized Knowledge 
Request This Seminar

Do Your Clients Need Help with Worker Classification?

This seminar clarifies the difference between employees and independent contractors, providing the factors to help your clients make the determination on worker classification. Share with clients the responsibilities they have with employees and independent contractors.

1 CPE Credit
Course Level: Basic
Prerequisite: None
Preparation: None
Delivery Method: Group-Live
Field of Study: Personnel/Human Resources

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Federal Tax Credits that Could Benefit Your Clients’ Business

This comprehensive seminar reviews the most-popular federal tax incentives available to businesses and offers analysis to help you determine the savings these credits could provide your clients. You’ll learn about wage-based and technical credits, discuss qualifications, identify IRS and certification forms, and more that can help consultations with clients.

  • 1 CPE Credit
  • Course Level: Basic
  • Prerequisite: None
  • Preparation: None
  • Delivery Method: Group-Live
  • Field of Study: Taxes
Request This Seminar

What You and Your Clients Need to Know About Fiduciary Responsibilities

This session explores the fiduciary responsibility provisions of the Employee Retirement Income Security Act (ERISA) with respect to retirement plans. You’ll review the definition of fiduciary responsibility, discuss the duties of the plan fiduciaries, and learn the importance of fiduciary liability.

  • 1 CPE Credit
  • Course Level: Basic
  • Prerequisite: None
  • Preparation: None
  • Delivery Method: Group-Live
  • Field of Study: Specialized Knowledge
Request This Seminar

Health Savings Accounts

This comprehensive seminar defines the basics of health savings accounts (HSA), including the requirements for establishing, making contributions, and taking distributions from an HSA. You’ll learn how an HSA works with a high-deductible health plan (HDHP) and a flexible spending account (FSA) to help manage healthcare costs and how to identify IRS reporting requirements.

  • 1 CPE Credit
  • Course Level: Basic
  • Prerequisite: None
  • Preparation: None
  • Delivery Method: Group-Live
  • Field of Study: Specialized Knowledge
Request This Seminar

Paychex is registered with the National Association of 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.