IRS-Approved Continuing Education That Counts as CE Credit for CTEC
The 2026 CTEC 15-Hour Package is a comprehensive, IRS-approved continuing education solution designed to help tax professionals stay current with evolving tax law while earning CE credit for CTEC.
Built around the most relevant topics for the 2026 filing season, this package combines federal tax law updates, ethics requirements, reporting changes, and strategic planning insights into one streamlined learning experience. Each course is delivered in an easy-to-follow, on-demand video format and led by trusted industry experts including Dr. Bart Basi, Roman Basi, and Jason Dinesen.
This package goes beyond basic education by focusing on real-world application, helping you interpret IRS guidance, avoid common reporting mistakes, and better advise clients under changing tax laws—including provisions from the One Big Beautiful Bill Act (OBBBA).
Whether you’re preparing returns, advising clients, or managing complex filing scenarios, this package equips you with the knowledge needed to navigate 2026 with clarity and confidence.
Included Courses & Descriptions
2026 Tax Law Updates – Dr. Bart Basi
A comprehensive breakdown of the most important federal tax law changes impacting 2026 returns. Covers updated tax brackets, inflation adjustments, filing thresholds, and major legislative changes, including OBBBA provisions and IRS guidance.
2026 Ethics – Roman Basi
Explores ethical standards under Circular 230 and real-world scenarios tax professionals face. Focuses on due diligence, client communication, and risk areas that can lead to penalties or disciplinary action.
2026 Smart 1099 Reporting Practices & Updates – Jason Dinesen
Covers the latest updates to 1099 reporting, including threshold changes, common errors, and IRS enforcement trends. Learn how to properly issue, correct, and reconcile forms to avoid compliance issues.
2026 OBBBA Explained: Rules & Impacts – Jason Dinesen
Breaks down the key provisions of the One Big Beautiful Bill Act and how they impact individual and business taxpayers. Focuses on practical implications rather than theory.
2026 Navigating Credits and Deductions Under the OBBBA – Roman Basi
Explains how major credits and deductions have changed under OBBBA, including what’s been eliminated, expanded, or restricted—and how to apply these changes when preparing returns.
2026 Tax Strategies for Middle-Income Households – Jason Dinesen
Provides actionable strategies for managing income, deductions, and credits for middle-income clients. Focuses on planning opportunities that can reduce tax liability under current law.
2026 Estate and Trust Tax Implications – Dr. Bart Basi
Covers the fundamentals of estate and trust taxation, including filing requirements, common pitfalls, and planning considerations that impact both fiduciaries and beneficiaries.
Why This Package Stands Out
- Covers high-impact 2026 tax topics
- Built around real-world tax scenarios
- Includes ethics requirement
- Focuses on OBBBA changes and IRS guidance
- 100% video-based, on-demand access
- Designed for efficient CE completion
How It Works
Steps
- Enroll in the 2026 CTEC 15-Hour Package
- Get instant access to all courses
- Watch at your own pace
- Complete your hours and earn CE credit for CTEC
Frequently Asked Questions
Does this package count as CE credit for CTEC?
Yes. All courses in this package count as CE credit for CTEC.
Are these courses IRS-approved?
Yes. Each course is IRS-approved and meets continuing education standards.
Can I complete the courses at my own pace?
Yes. All courses are on-demand and available 24/7.
What topics are covered in this package?
This package includes tax law updates, ethics, 1099 reporting, OBBBA changes, tax strategies, and estate/trust topics.
What is the benefit to me of participating in the Annual Filing Season Program (ASFP)?
- Your name will be included in the Directory of Federal Tax Return Preparers with Credentials and Select Qualifications that will be available January.
- You will have limited representation rights for returns you prepare and sign.
- You will be encouraged to remain current with changing tax laws.
- You will receive the AFSP – Record of Completion that shows clients and potential clients that you are a well-educated tax preparer who is dedicated to your chosen profession.
What is the deadline to complete the Annual Filing Season Program (ASFP)
The approved continuing education program must be completed within the calendar year to qualify for the 2021 filing season.
What is the future of this program?
The Annual Filing Season Program will be an interim step to help taxpayers and encourage education for unenrolled tax return preparers. The IRS continues to pursue legislative authority to mandate a continuing competency program. In the meantime the IRS will administer a uniform voluntary examination in future years in order to ensure basic return preparer competency.
What are the requirements to achieve Annual Filing Season Program Completion?
Completion of courses from an IRS approved required will satisfy the completion. The yearly requirements for 2020 and beyond for Non-Exempt status tax preparers is 18 hours. Which consists of a 6 hour Annual Federal Tax Refresher (AFTR), 10 hours of federal tax law and 2 hours of ethics. The yearly requirements 2016 and beyond for Exempt status tax preparers is 15 hours. Which consists of 10 hours of federal tax law, 3 hours of tax law updates, and 2 hours of ethics
Who may participate in the program?
Anyone with a PTIN is eligible to participate in the program. Enrolled Agents, CPA’s and RTRP’s have an exempt status that will reduce the number of hours required.
