Annual Federal Tax Refresher 2019 (AFTR)

Price: $49.00

CPE Credits: 6.0

Category: , ,

Course Number: TXAFTR2019

aftr 2019 course

Description:
Each year, various limits affecting income tax return preparation and tax planning are affected by inflation-related changes. In addition, the Tax Cuts and Jobs Act of 2017 will significantly affect tax planning and may also affect taxpayers’ income tax liability. This course will examine many of those changes.  For more information about the Annual Filing Season program, please click here.

The Annual Federal Tax Refresher course is designed to meet the requirements of the IRS voluntary Annual Filing Season program. It discusses new tax law and recent updates for the 2019 filing season, provides a general tax review, and examines important rules governing tax return preparer ethics, practices and procedures. In organizing this course, the term “domain” is used in place of the more common “chapter” to more closely follow the language of the IRS Annual Federal Tax Refresher course outline. Table of Contents

Please be aware that this is a 3 hour timed exam. You may retake the exam if necessary however after the 2nd attempt, the questions do change. This course can be taken by anyone except for an enrolled agent for credit. This is an IRS requirement.  Enrolled Agents CANNOT earn credit for this course from the IRS.
This course is not included in the subscription service.

Delivery Method: Online QAS Self Study.

Level: Overview.

Prerequisites: None

Advanced Preparation: None

AuthorPaul Winn CLU ChFc

Publication: June 2018

Format
: PDF
Pages: 143

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Identify the principal individual income tax changes brought about by the Tax Cuts and Jobs Act of 2017;
  • Apply the inflation-adjusted and other limits to the proper preparation of taxpayers’ income tax returns;
  • Calculate nonexempt taxpayers’ tax penalty under the Affordable Care Act for failure to maintain healthcare coverage;
  • Recognize the federal income tax filing statuses and the criteria for their use;
  • Identify the types of income that must be recognized;
  • Apply the tax rules to the various credits and adjustments to income that are available to taxpayers;
  • Recognize the penalties that may be imposed on a preparer for failing to meet ethical and practice standards in preparing tax returns; and
  • Identify the duties and restrictions imposed on tax preparers under Circular 230.

 

 

Description:
Each year, various limits affecting income tax return preparation and tax planning are affected by inflation-related changes. In addition, the Tax Cuts and Jobs Act of 2017 will significantly affect tax planning and may also affect taxpayers’ income tax liability. This course will examine many of those changes.  For more information about the Annual Filing Season program, please click here.

The Annual Federal Tax Refresher course is designed to meet the requirements of the IRS voluntary Annual Filing Season program. It discusses new tax law and recent updates for the 2019 filing season, provides a general tax review, and examines important rules governing tax return preparer ethics, practices and procedures. In organizing this course, the term “domain” is used in place of the more common “chapter” to more closely follow the language of the IRS Annual Federal Tax Refresher course outline. Table of Contents

Please be aware that this is a 3 hour timed exam. You may retake the exam if necessary however after the 2nd attempt, the questions do change. This course can be taken by anyone except for an enrolled agent for credit. This is an IRS requirement.  Enrolled Agents CANNOT earn credit for this course from the IRS.
This course is not included in the subscription service.

Delivery Method: Online QAS Self Study.

Level: Overview.

Prerequisites: None

Advanced Preparation: None

AuthorPaul Winn CLU ChFc

Publication: June 2018

Format
: PDF
Pages: 143

Passing Grade: 70%

Exam Policies: Exam may be retaken. Course must be completed within one year of purchase.

CPE Sponsor Info : NASBA/QAS #109234. Click here to view specific state approvals.

By the end of the course participants should be able to:

  • Identify the principal individual income tax changes brought about by the Tax Cuts and Jobs Act of 2017;
  • Apply the inflation-adjusted and other limits to the proper preparation of taxpayers’ income tax returns;
  • Calculate nonexempt taxpayers’ tax penalty under the Affordable Care Act for failure to maintain healthcare coverage;
  • Recognize the federal income tax filing statuses and the criteria for their use;
  • Identify the types of income that must be recognized;
  • Apply the tax rules to the various credits and adjustments to income that are available to taxpayers;
  • Recognize the penalties that may be imposed on a preparer for failing to meet ethical and practice standards in preparing tax returns; and
  • Identify the duties and restrictions imposed on tax preparers under Circular 230.

 

 

  • “The author did a good job of setting forth the ethical standards contained in the California State Board of Public Accountancy Rules and the AICPA Code of Conduct.”

    - California Ethics Course

  • “Excellent Regulatory Review Course. The self-study format (E-Book) provided an excellent overview of the regulatory requirements for California CPAs. I will be using the E-Book as  a reference material. Thank you for providing a very comprehensive yet affordable option for this required CPE.”

    - Constance

  • “always love your site and prompt customer service !! ”  Dec. 2017

    - Thank you :)