Annual Federal Tax Refresher Self Study
6 CPE for AFSP, CRTP
| Premium | Professional | Basic | Not a member | |
Self-study with e-book | $ | $ | $ | $ | Closed |
Self-study
with e-book
Premium
$
Professional
$
Basic
$
Not a member
$
Closed
Check my membership level.
Summary
Completion of the Annual Federal Tax Refresher course (AFTR) is a necessary step in obtaining an Annual Filing Season Program—Record of Completion. This Annual Federal Tax Refresher course covers federal tax law topics in three domains: New Tax Law/Recent Updates; General Review; and Practices, Procedures, and Professional Responsibility. To engage in limited practice, an unenrolled preparer must agree to adhere to the practice requirements of Circular 230. This AFTR course provides the information necessary to pass the examination and obtain the AFSP—Record of Completion.
Objectives
Upon completion of this course, you will be able to:
- Recognize new law provisions effective for the current tax year.
- Apply new law provisions and updated limitations as appropriate for the benefit of the taxpayer.
- Identify basic taxpayer information necessary to complete an average taxpayer's Form 1040.
- Identify preparer responsibilities in dealings with the IRS.
- Identify preparer responsibilities in dealings with clients.
Course Details
This course includes an e-book with interactive review questions. CPE is issued after the required 100 question, 3 hour exam is successfully completed.
Course Year: 2019
Course Level: Basic
Prerequisite: None
Advanced Preparation: None
Delivery Method: QAS Self Study
| CPE Credits | Designation | Field of Study |
IRS | 6 | AFSP | Federal Tax Law Update |
IRS | 0 | EA | N/A |
NASBA | 0 | CPA | N/A |
CTEC | 6 | CRTP | Federal Tax Law Update |
CFP Board | 0 | CFP® | N/A |
Table of Contents
How to Earn CPE
To receive credit for this self-study course, you must successfully pass the course exam with a score of 70% or better.
Self-study courses and exams generally expire one year from the date of purchase.
Cancellation Policy
Because this is an online education offering, it is nonrefundable.