Gear Up's National Registry of CPE Sponsor membership pertains to Gear Up Direct seminars; Gear Up Workshops; Quickfinder/Gear Up standalone self-study and Gear Up self-study programs only. Gear Up is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority of the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville TN 37219-2417. Website: www.nasba.org

Gear Up's QAS membership pertains to Quickfinder/Gear Up standalone self-study and Gear Up self-study programs only. Gear Up is registered with the National Association of State Boards of Accountancy (NASBA) as a Quality Assurance Service (QAS) sponsor of continuing professional education. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville TN 37219-2417. Website: www.nasba.org

For all taxation and other applicable subjects, Gear Up courses have been accepted by CFP Board. Please note, CFP credit applies only to our self-sponsored seminars at the full CPE credit value; it applies to self-study products at half the CPE credit value. Please call 800.231.1860 for more information. CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® logo are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.

Gear Up is a registered California CTEC Provider. Gear Up has been recognized as an approved curriculum provider by the California Tax Education Council. Successful completion of this course may be reported to fulfill the (continuing education/qualifying education) requirement of the California Business and Professions Code 22250-22259. This does not constitute an endorsement by the California Tax Education Council as to the quality of the course or its contribution to the professional competence to the preparer.

All Gear Up courses require a basic knowledge of federal tax laws, and provide the latest updates and comprehensive overviews of each course topic covered. Unless otherwise stated, there are no other prerequisites or advanced preparation required to take courses. Gear Up seminars, Gear Up Workshops, and Gear Up conferences are group-live delivery method. Please note: CPE credit amounts based on a 50-minute hour. For more CPE information including detailed course descriptions and learning objectives, view the details of each course.

Cancellations: 25% fee is charged for cancellation within two weeks of the scheduled seminar. NO REFUNDS OR TRANSFERS WIL BE ISSUED AFTER THE SEMINAR BEGINS. NO EXCEPTIONS. 30-day money-back guarantee on all self-study products. Gear Up assumes no responsibility for cancelled seminars other than the refund of your seminar fee. Complaints: For more information regarding administration policies including complaints and refunds, please contact our offices at 800.231.1860.

NASBA's National Registry of CPE Sponsors adopted a new set of standards for self-study programs effective January 1, 2004. Most state boards of accountancy have elected to adopt this new set of standards as well. Gear Up courses are in compliance with NASBA's requirements in those states which have adopted the new rules. Please contact your individual state board if you have any questions.

Notice: Manuals distributed and programs sponsored by Gear Up are designed to assist professionals by providing accurate, authoritative and current information in regard to the subject matter covered. However, Gear Up does not have any responsibility if human and/or mechanical error does exist. Accordingly, no assurance is given by Gear Up that such information is comprehensive in its coverage of such subject matter. Information published or sponsored by Gear Up should not be relied upon as a substitute for independent research to original sources of authority. Gear Up, its authors, and instructors do not render legal, accounting, or other professional advice. If legal advice or other expert assistance is required, the services of a competent professional should be sought.