Description
Earn Your CE. Strengthen Your Expertise.
Get comprehensive tax education built around the questions your clients bring you. This 24-hour self-study bundle combines federal tax updates, ethics, and detailed instruction on home sales, mortgage interest, and frequently encountered tax issues.
Build a deeper understanding of the rules and how they apply to real client situations, with downloadable materials you can study on your schedule.
24 CE hours · Includes 2 ethics hours · Five included courses · Online self-study
Designed for practicing enrolled agents completing their continuing education.
24 Hours Toward Your Enrolled Agent CE Requirements
Complete federal tax education and ethics in one coordinated package.
| Credit Category | Hours |
| Federal tax law | 19 |
| Federal tax law updates | 3 |
| Ethics | 2 |
| Total | 24 |
Enrolled agents generally need 72 hours of qualifying continuing education during each three-year enrollment cycle, with at least 16 hours each year, including 2 hours of ethics.
Completing 24 hours annually is a straightforward way to spread the 72-hour requirement across the cycle. This bundle provides those 24 hours, including the annual ethics component.
Review your completed credits and remaining requirements to determine whether you need additional education. Newly enrolled agents may have different requirements for their initial partial cycle.
Complete your courses by December 31, 2026, to receive 2026 CE credit.
Continuing education, annual PTIN renewal, and enrolled agent enrollment renewal are separate requirements. Completing this bundle does not automatically renew your credentials.
Education That Helps You Handle the Next Client Question
A home sale may involve prior rental use. A refinance may require tracing how borrowed money was spent. A divorce or death may change how a return should be handled.
These situations require careful analysis and a clear understanding of the applicable rules.
This bundle pairs current federal developments and ethics with 19 hours of focused federal tax instruction. Dedicated courses give you time to work through complicated issues and connect technical requirements with client circumstances.
Depth on complicated issues
Explore home-sale exclusions, mortgage interest, and recurring tax questions in dedicated courses.
Practical application
Understand how tax rules affect the facts, reporting decisions, and questions you encounter in client work.
Flexible learning
Work through the self-study lessons on your schedule, with downloadable materials and online exams.
What You’ll Learn
Five focused courses combine current tax developments with detailed instruction on challenging client situations.
Ethics: Section 7216 Use and Disclosure Consents
2 hours · Ethics
Learn when taxpayer consent is required, how to prepare compliant consent forms, and which uses and disclosures of taxpayer information are permitted under Section 7216.
2026 Federal Tax Update
3 hours · Federal tax law updates
Understand important 2026 federal tax changes affecting individual and business clients, including deductions, retirement provisions, depreciation, investment incentives, and related planning considerations.
Home Sale Complications
6 hours · Federal tax law
Determine taxable home-sale gains and eligibility for full or reduced exclusions, including complications involving rental use, home offices, divorce, and other special circumstances.
Home Mortgage Interest and Tracing
4 hours · Federal tax law
Apply mortgage interest limits and interest allocation rules to refinancing, rental conversions, second homes, and other borrowing situations to determine the appropriate tax treatment.
Frequent Tax Issues
9 hours · Federal tax law
Work through recurring tax questions involving divorce, a taxpayer’s death, residency status, employee stock options, home offices, rentals, repairs, early retirement withdrawals, and Section 529 plans.
Developed by an Experienced Tax Educator
Lee Reams Sr., EA
Lee Reams Sr. develops professional tax education focused on explaining complex rules and their practical application. His courses help tax professionals connect technical requirements with the situations they encounter in client work.
How the Bundle Works
1. Purchase your bundle
Get all five included courses in one package.
2. Study on your schedule
Work through the self-study lessons and download the course materials through the learning platform.
3. Complete the online exams
Finish the coursework and pass the exams. Retakes are included.
4. Document your education
Receive completion certificates and have eligible completed credits reported to the IRS.
Provide your correctly spelled name and PTIN so your completed credits can be matched to your IRS account. Review your reported education through your online PTIN account and retain your completion records.
Frequently Asked Questions
How many continuing education hours are included?
The bundle includes 24 hours: 19 hours of federal tax law, 3 hours of federal tax updates, and 2 hours of ethics.
Does this include the annual ethics requirement?
Yes. The bundle includes a 2-hour ethics course covering Section 7216 use and disclosure consents.
Do enrolled agents have to complete 24 hours every year?
The general annual minimum is 16 hours, including 2 ethics hours. Enrolled agents generally need 72 hours during each three-year enrollment cycle. Completing 24 hours annually spreads that total evenly across the cycle.
Will this fulfill everything I need for renewal?
That depends on your enrollment cycle and education already completed. This bundle contributes 24 hours toward your requirements. Review your remaining hours and categories before relying on it to complete your cycle.
Is this an enrolled agent exam-preparation course?
No. This bundle provides continuing education for practicing enrolled agents. It is not preparation for the Special Enrollment Examination.
Is this a live webinar or self-study?
This is an online self-study bundle. You can work through the lessons on your schedule.
Can I download the course materials?
Yes. Course materials are available for download through the learning platform.
What score do I need to pass?
You must earn 70% or higher on the final exams. Unlimited retakes are included.
How long do I have to complete the courses?
The course completion window is 12 months from purchase. To receive credit for 2026, you must complete the courses by December 31, 2026. The access window does not extend the calendar-year credit deadline.
Are my completed credits reported to the IRS?
Yes. Eligible completed credits are reported by the education provider. Provide your correct name and PTIN, and review your reported credits through your online PTIN account.
Does completing the bundle renew my enrolled agent status or PTIN?
No. You must separately complete your annual PTIN renewal and enrolled agent enrollment renewal when applicable.
What is the refund policy?
The bundle includes a 10-day money-back guarantee. For assistance, contact customer service at 1-800-384-1101.
Earn Your Hours. Prepare for Your Clients.
Choose continuing education that helps you understand the details. Get 24 hours of focused tax education combining current developments, ethics, and in-depth instruction on complicated client issues.
Complete your courses by December 31, 2026, for 2026 CE credit.
Questions before purchasing? Call 1-800-384-1101.
| Accreditation: | Enrolled Agents |
| Publication Date: | 4/17/2026 |
| Instructional Delivery Method: | Self-Study |
| Level: | Intermediate |
| Prerequisites: | General knowledge of taxation |
| Advanced Preparation: | No Advanced Preparation Required |
| Author: | Lee Reams, Sr., BSME, EA |
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Course Material: A copy of the course material is available for download under the Additional References tab. Final Exam Grading Policy: Course material must be completed within 12 months of purchase. The questions are multiple choice and offer unlimited retakes. You may take the exam online as many times as needed to pass successfully. The passing grade for a final exam is 70 percent or higher. Refund Policy: Your complete satisfaction is our #1 priority. At CountingWorks, Inc., we do whatever it takes to make sure your expectations are met on every order we complete. We back all of our products with a 10-day no-hassle money-back guarantee. For information regarding refunds, complaints, and program cancellation policies, please contact our Customer Service Department at 1-800-384-1101 Registration: Sign-up online by clicking add to cart above or by phone at 1-800-384-1101 |

