Finish 12 CE credits in a focused live training built for real-world outcomes. You will complete your hours, get instant certificates in your Certifyible portal, and leave with diagnostics, pricing tools, and engagement assets you can use with clients right away.

Fast facts

·       Total credits: 12

·       Format: Live on Zoom with replays

·       Dates: November 17th & 18th from 9:00 a.m. to 12:00 p.m. PST

·       CE labeling: 2 hours Federal Tax Law Update, 2 hours Ethics, 8 hours Federal Tax Law Topics

·       Certificates: Auto-issued inside Certifyible after attendance and quizzes

·       Support: hello@certifyible.com

What you will learn

·       Apply key 2025 federal updates to 2025 returns and 2026 planning

·       Meet Circular 230 obligations with clear documentation and disclosures

·       Build a simple diagnostic and plan one-pager that sells advisory work

·       Identify high-impact year-end moves for small business, investors, and real estate

·       Package and price an advisory plan you can offer before filing season

What you get

·       12 CE credits with verified attendance and short quizzes

·       Replays for 12 months inside your Certifyible account

·       Advisory diagnostic form and plan one-pager

·       Pricing ladder and ROI framing sheet

·       Strategy selector matrix with thresholds and cautions

·       Engagement letter ethics addendum

·       Short outreach sequence to book complimentary plan analyses

Agenda

Module 1. Federal Tax Update

Inflation adjustments, IRS priorities, common exam triggers, documentation standards.

Deliverable: Update checklist and client Q and A sheet.

Module 2. Ethics for Tax Pros

Circular 230 duties, due diligence, conflicts, scope, AI guardrails, engagement letters.

Deliverable: Engagement letter ethics addendum.

Module 3. Advisory Foundations

Diagnostic intake, plan one-pager, pricing ladder, implementation mapping.

Deliverables: Diagnostic form, plan one-pager, pricing calculator.

Module 4. Year-end Strategies That Stick

Business accelerators, depreciation choices, accountable plans, 199A checkpoints, retirement plan quick wins, investor and real estate timing moves.

Deliverable: Strategy selector matrix.

Who this is for

CPAs, EAs, and tax professionals who want CE that translates into advisory revenue. Bookkeepers who support tax planning are also welcome.

Schedule

Session 1: November 17th at 9:00 a.m. – 12:00 p.m. PST

Session 2: November 18th at 9:00 a.m. – 12:00 p.m. PST

How the CE works

·       Attend live or watch the replay

·       Complete a quiz per module

·       Achieve a 70 percent or higher score on the final exam

·       Certificates are issued inside Certifyible within your account

Pricing

Early price: $197 until November 3rd. Standard price: $297.

Group pricing for 5 or more is available. Contact hello@certifyible.com.

Instructor

Crysta Tyus, EA. Enrolled Agent, fractional CFO, and founder of Certifyible. Crysta has trained thousands of tax pros on advisory frameworks and has led multi-million dollar tax planning programs.

FAQs

·       Q. Do I need to attend live

A. Live attendance is recommended. Replays and quizzes are available for those who miss a session.

·       Q. How are credits tracked

A. Timed prompts during live sessions and short quizzes. Passing score is 70 percent.

·       Q. When do I receive my certificate

A. Certificates are issued inside your Certifyible portal after completion.

·       Q. Will I get the slides and templates

A. Yes. All templates and slides are included in your Certifyible course area.

·       Q. Can my team join

A. Yes. Use the Team pack or email support@certifyible.com for groups of 5 or more.

Satisfaction policy

If you attend or watch the replays, complete the quizzes, and do not feel the training was practical or clear, contact support within 7 days of the last session for help or a credit toward another Certifyible program.

Compliance note

Ethics is labeled as 2 CE hours. Federal Tax Law Update is labeled as 2 CE hours. Remaining hours are labeled as Federal Tax Law Topics. Attendance records, quizzes, and certificates are archived in accordance with provider requirements.