CPE Policies

Due to rising costs and hotel constraints/inflexibility as well as the lead time required for manual/material orders from our speakers, we will be instituting the following policies.  Thank you for your understanding and cooperation. 


In-Person Seminar Cancellation and Refund Policy

Cancellations received 10 or less days prior to an in-person seminar, are NOT eligible for a refund under any circumstance.  Cancellations received between 11 and 14 days in advance of the seminar are subject to a cancellation fee of $75 fee per day ($150 for the 2-day 1040); the remainder of the registration fee will be refunded to the original form of payment. Cancellations received more than two weeks (14 days) prior to the seminar will be refunded in full to the original form of payment. 


Transfer Policy

PLEASE READ:  We have had an influx of last-minute transfers from one program to another which has forced the organization to incur unnecessary costs.  Because we incur hotel costs (meals, refreshment breaks, and set up) once counts are given, requests to transfer from an in-person seminar to a webinar of the same program or to a different location of the same program or to a different course entirely not received a minimum of 10 days in advance of the seminar are subject to a transfer fee of $75 per day ($150 for the 2-day 1040) .   We thank you for understanding that no exceptions can be made to this policy. 


No Shows

If you fail to show up to a course, you are not eligible for a refund OR a transfer to another course.  We are paying for you whether you are in attendance or not.  Please be advised that overnight voicemail messages and emails are considered no-shows and are ineligible for refunds.


Erroneous Registrations

You will receive an email confirmation upon completion of your registration.  It is your responsibility to ensure that you registered for the correct course, on the correct date and location.  Please review these confirmations carefully.  Your failure to attend a course for which you are registered is considered a no show even if it was made in error.


Early Bird Discounts – Cut off dates

Cut off dates for the early bird discounts will not be adjusted for registrations that are not received by the deadline dates.  Online course registration as well as pdf downloads of the registration forms are always available on our website or by contacting the Executive Office.  As such, the timing of when you receive a meeting notice via US mail is inconsequential.  We will not honor any deadlines if you choose to wait to register for a meeting until you receive a meeting notice via US mail and that notice arrives after a deadline.

MAIL IN REGISTRATIONS:  we will use the date that is postmarked on the envelope as the official receipt.  If the date on the envelope is before or on the date of the early bird deadline the lower fee will be charged.  If the postmarked date is after the early bird deadline the regular rate will prevail.  No exceptions will be made to this policy. 


Webinar Refund Policy.

No refund will be issued for any webinar in which the login information and course material has already been distributed.   No exception will be made to this policy. 

No refund nor credit for a future program will be issued for any webinar for which you are registered but fail to attend.  In the case where a recording is available for the couse, the link will be provided to you.  However, recorded links are not available for any TaxSpeaker or Gear Up Thomson Reuters webinars.

Applicable webinar bundle credits will be forfeited for any webinar no-show.


Substitution Policy.  

This will be done without charge except the difference between the member and non-member rate will be due if the substitute is not a current PSTAP member in good standing. 


Payment Policy. 

Payment is due at the time of registration.  Any individual who submits a registration form without payment will not be registered for the seminar until the payment is received.  Registrations for those paying by check will not be processed until the check is received in the Executive Office.


Walk-in & Late Registration Policy. 

Any individual who shows up to attend an in-person cpe course for which he/she is not registered may be subject to a $50 service charge.  The course manual and/or meal are based on availability; no adjustment to the course fee will be made if one or both are unavailable.  The attendee must complete a registration form and pay the full course fee and any applicable service charge before attending.  We reserve the right to charge a $50 service charge to registrations received within 5 days of an in-person course depending on various circumstances including but not limited to costs associated with book shipments, hotel set up and charges.  The attendees will be made aware of this if it is determined that a service charge will be applied.



The Pennsylvania Society of Tax & Accounting Professionals is an approved continuing education sponsor and is required to adhere to the rules and regulations promulgated by the Pennsylvania State Board of Accountancy, the New Jersey State Board of Accountancy, the New York State Board of Accountancy the Internal Revenue Service and the National Association of State Boards of Accountancy. 

You are required to sign in upon your arrival to the seminar and sign out upon your departure from the seminar.  This is your responsibility and failure to do so may result in loss of credit.  Please be advised that if you arrive late to the seminar or leave the seminar early your credits will be adjusted accordingly.   Please see a member of the chapter education committee if you must leave early so that you may sign-out before you leave.  Please be sure to allow enough time for traffic, parking and check-in.  We’re sorry exceptions cannot be made to this policy.                                     

Because your physical presence in the seminar room is a necessary component in satisfying your education requirement, we remind you to please limit the amount of time you are out of the room while the seminar is in session to assure full credit for the seminar.


IRS Credit Reporting.

PSTAP reports attendee credits to the IRS for ALL Circular 230 Practitioners for whom a valid PTIN Number is listed in our database.  It is the responsibility of the practitioner to ensure that we have your correct PTIN number on file.  You can verify the PTIN number that we have on file for you at the seminar or by logging into our website (www.pstap.org) and reviewing your profile information or by contacting our office.  If you have questions please contact our Executive Office.  You are advised to check the IRS website periodically to ensure that the appropriate credits are posted to your account.  PSTAP posts credits by the end of the quarter in which they are earned as required by IRS guidelines.

CPE Certificates.

CPE credits will be posted to your PSTAP account within 7-10 business days of the course.