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Time for a CHANGE! Time to be known as the TAX PROFESSIONAL that you truly are!! The days of being addressed as a "Tax Preparer" are coming to an end... very soon. What separates a Tax Professional from a Tax Preparer? CERTIFICATIONS!
2023 AFSP 1040 Basics CE Package
Form 1040 is one of the official forms used by U.S. taxpayers every year to file an annual income tax return. While the latest version of the form is intended to make it easier for taxpayers and tax preparers to file, there are still a few things that can be missed. It is important for tax preparers to not only know the form but also know the various schedules that may need to filled out with it for more complicated tax situations.
Choose this package of courses for an in-depth overview of Form 1040 and the 1040 Schedules. Main learning concepts include:
- New tax law and recent updates for current filing season
- Identify those persons who must file an individual federal income tax return and determine the appropriate filing status
- Get to know the credit section of Form 1040 and the more common credits you might see in your tax practice
Courses included will meet all the CE requirements of the IRS Non-Exempt Preparer Annual Filing Season Program (AFSP) – Record of Completion.
Courses Included:
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2023 Annual Federal Tax Refresher
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Ethical Issues: Circular 230 in Action
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Form 1040 Part I: Filing Status, Exemptions and Income
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Form 1040 Part 2: Investment, Retirement, and Benefit Income
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Form 1040 Part 3: Property Income
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Form 1040 Part 4: Adjustments, Deductions, Tax & Credits
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Gig Workers and Taxes
$450.00
2023 AFSP Retirement Income Taxation CE Package
When your clients retire, they will leave behind many things—the daily grind, commuting, maybe an old home—but one thing they will keep is a tax bill. In fact, income taxes can be the single largest expense in retirement. As more and more taxpayers have reached or passed the retirement age, it is more important than ever for tax preparers to stay up-to-date on the tax treatments of the various types of retirement income.
Choose this package of courses for an overview of retirement income tax treatments. Main learning concepts include:
- Review the federal changes for the current filing season
- Apply the rules governing eligibility for and contributions to traditional and Roth IRAs
- Examine the qualified plan limits and income taxability of employer and employee contributions (including designated Roth account contributions); plan loans; life insurance contained in the plan; plan distributions, including distributions as periodic payments and nonperiodic payments; required minimum distributions; and rollovers.
Courses included will meet all the CE requirements of the IRS Non-Exempt Preparer Annual Filing Season Program (AFSP) – Record of Completion.
Courses Included:
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2023 Annual Federal Tax Refresher
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Civil Service Retirement Benefits
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Retirement Plans, Pensions, & Annuities
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Tax Treatment of Individual Retirement Arrangements
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Tax Return Preparer Ethics Issues
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Tax Treatment of Life Insurance Proceeds
$650.00
2023 AFSP Business Tax CE Package
Running a business is hard enough without adding the complexity of filing taxes each year. More and more business owners will look to their tax experts to help them wade through the process and understand all the rules regarding filing a return. As the tax expert, it is your job to be on top of new tax regulations pertaining to business tax filing.
Choose this package of courses for an overview of business tax-related topics. Main learning concepts include:
- New tax law and recent updates for current filing season
- Identify the types of business expenses that are reported in Parts II, IV, and V of Schedule C
- Knowing the many characteristics of individual partnerships that affect the partnership tax return
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2023 Annual Federal Tax Refresher
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1040 Schedule C
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Home Office Deduction
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Inflation Reduction Act
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Keeping Up with the EITC Due Diligence
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Not-For-Profit Accounting and Form 990
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IRS Collections and Installment Agreements
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Navigating an IRS Tax Audit
$450.00
2023 AFSP Military & Civil Service Tax Expert CE Package
The preparation of tax returns for taxpayers with military-related income offers a unique set of challenges for tax professionals. Many different scenarios present themselves, depending on the taxpayer’s status e.g. active duty, reserve, national guardsman, retiree or veteran. Equally as complicated tax issues arise with those who are recipients of a civil service retirement plan. These complicated tax returns may not be an everyday tax return in your business, but knowing how to complete these types of returns will boost your skills as a tax preparer.
Choose this package of courses for an overview of Military and Civil Service tax treatments. Main learning concepts include:
- Review the federal changes for the 2022 filing season
- Evaluate the tax treatment of the payments from the various civil service retirement plans to retirees or their survivors
- Identify and apply relevant military deductions and credits
Courses included meet all the CE requirements of the IRS Preparer Annual Filing Season Program (AFSP)- Record of Completion. Certifications will be sent via email.
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2023 Annual Federal Tax Refresher
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Military Tax: Income, Exclusions, Deductions and Credits
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After Taxpayer's Death
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Civil Service Retirement Benefits
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Military Tax Payer Issues
$450.00
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