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2021 Annual Federal Tax Refresher (AFTR)

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Self-Study SELECT STARTING AT $59 (On Demand)

Downloadable PDF

Credits: 6

Qualifies For: IRS

$59

Textbook

Credits: 6

Qualifies For: IRS

$79
tax calculation.
Harbans H.

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2021 Annual Federal Tax Refresher (AFTR)

  • Customer Rating
    (49)
  • Field of Study
    Taxes
  • Level
    Basic
  • Credits
    6
  • Qualifies for

    IRS

Overview

The 2021 Annual Federal Tax Refresher course is designed to meet the requirement of the IRS Annual Filing Season Program (AFSP) for non-exempt tax preparers. It discusses new tax law and recent updates for the upcoming filing season, provides a general tax review, and examines important rules governing tax return preparer ethics, practices and procedures. Please note: This course does not qualify for CPE credit for CPAs.

Major Topics:

  •   Provisions of The Tax Cuts and Jobs Act, including general topics, income/adjustments to income, Schedule C provisions, Schedule A deductions, credits, and much more
  •   General review topics, including annual inflation adjustments, review of tax return due dates, Schedule B, Part III foreign accounts and trusts, Schedule C self-employment, retirement income reporting and taxability, capital gains and losses, credit eligibility, tax withholding and estimated tax payments, and balance due and refund options
  •   Practices, procedures, and professional responsibility, including tax related identity theft, safeguarding taxpayer data, overview and expiration of ITINs, taxability of earnings, preparer penalties, due diligence in tax preparation, e-file requirements, and AFSP requirements

Learning Objectives

  • Identify the principal individual income tax changes brought about by new tax legislation;
  • Apply the inflation-adjusted and other limits to the proper preparation of taxpayers’ income tax returns;
  • 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.

Designed for:

Prerequisite:

None

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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