Live Webinar Instructions

When you register for a webinar, you'll receive an email with instructions on how to access the course. Please make sure that your email program is set to allow email messages from and If you do not receive a confirmation within 1 hour of registering, please contact Member Services at 800.558.3402, ext. 3.

Course materials and a link to the webinar are available the day before the webinar and located in the Resources sectionof the course in the Tax Education Center. The recording will be posted within two weeks of the webinar broadcast.

During the webinar, you'll be able to submit questions through the webinar interface. We try to answer as many questions as we can but cannot promise we'll get to all of them.

To help track attendance, the instructor will prompt you to answer polling questions throughout the webinar using your computer. To receive CPE credit, you must be logged in to the webinar for the appropriate amount of time and answer at least 70% of the polling questions. Don't worry-- there aren't any right or wrong answers!

When we've verified that you've met the CPE requirements for the webinar, you'll receive an email directing you to the Tax Education Center to retrieve your certificate of completion. You'll receive this email within one week of the attending the webinar.

No cancellations or refunds are provided. For more information regarding refund, complaint and/or program cancellation policies, please contact our Member Services Department at 800.558.3402, ext. 3.

CPE credits are available for most live webinars for CPAs, EAs, CFP® practitioners and CRTPs. CPE details are listed on the registration page for each live webinar and CPE sponsor information can be found here. If you've provided NATP with a PTIN, CTEC ID or CFP Board ID, we'll report CPE credits on your behalf. CPE is currently not mandatory for RTRPs or RTRP candidates and any option to register or participate in these programs is strictly voluntary.

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PO Box 8002, Appleton, WI 54912-8002 Phone: 800.558.3402 Fax: 800.747.0001

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