​​April 2025​ TAXPRO Exam

1 CPE for AFSP, EA, CRTP

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Summary

In this continuation of our series on the Johnson family’s tax situations, we focus on Gen Z - those navigating pivotal life stages from ages 13 to 28 in 2025. A tax professional working with this generation should understand their unique characteristics and needs. As Gen Zers start earning and managing money, key tax issues they face may include withholding certificates, education credits and student loans. The withholding certificate may also be relevant for those entering the workforce directly after high school.​​

Objectives

Upon completion of this article the learner should be able to:​

  • Identify issues facing a family with Gen Z family members
  • Summarize the key items of the American Opportunity Tax Credit (AOTC) and the Lifetime Learning Credit (LLC)
  • Explain how to complete Form W-4​

Exam Details

Materials will include Gen Z - Form W-4, Education Credits and Student Loans​​ article, printable exam questions for study purposes and the online exam. CPE will be issued after the exam is successfully completed.

Course Year: 2025
Course Level: Basic
Prerequisite: None
Advanced Preparation: None
Deliver Method: QAS Self Study

CPE CreditsDesignationField of Study
IRS1AFSPFederal Tax Law Topic
IRS1EAFederal Tax Law Topic
NASBA0CPAN/A
CTEC1CRTPFederal Tax Law Topic
CFP Board0CFP®N/A

How to Earn CPE

To receive credit for this article and exam, you must successfully pass the course exam with a score of 70% or better. We also recommend completion of the review questions and feedback provided with the article.

The course and exam will expire one year from the date of purchase.

Registration/Cancellation Policy

​You must be a current Professional or Premium level member to register for this exam. To access this member benefit, register before April 2026. You have one year from registration to complete the course to earn CPE. Because this is an online education offering, it is nonrefundable.

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