Get everything you need for the 2026 tax season in this IRS-approved 15-hour continuing education package. This comprehensive bundle is designed to help you confidently navigate new legislation, apply real-world tax strategies, and prepare accurate returns in a rapidly changing tax environment.
This package delivers practical knowledge you can use immediately with clients.
- IRS-Approved CE Credits Reported Directly
- 100% Video-Based, On-Demand Learning
- Real-World Scenarios + Practical Application
- Led by Trusted Tax Experts like Dr. Bart Basi, Jason Dinesen, Doug Stives & More
What You’ll Gain From This Package
This is not just a compliance requirement. It’s a complete tax strategy and update system designed to help you:
- Prepare more accurate returns with confidence
- Identify tax-saving opportunities clients are missing
- Reduce audit risk and avoid costly mistakes
- Stay ahead of IRS enforcement trends and new guidance
- Apply new laws like OBBBA in real client scenarios
The 15 hours contained in this package include the following:
- 2 Hours of Ethics
- 3 Hours of Federal Tax Law Updates
- 10 Hours of Federal Tax Law Related Topics
Course titles included in this package:
- 2026 Ethics Circular 230 (2 Credit Hours of Ethics)
- 2026 Federal Tax Law Updates - (3 Credit Hours of Federal Tax Law Updates)
- 2026 Estate and Trust Tax Implications (2 Credit Hours of Federal Tax Law)
- 2026 Smart 1099 Reporting Practices & Updates (2 Credit Hours of Federal Tax Law)
- 2026 Tax Season Problem Solving (2 Credit Hours of Federal Tax Law)
- 2026 OBBBA Explained: Rules & Impacts (2 Credit Hours of Federal Tax Law)
- 2026 Navigating Credits and Deductions Under the OBBBA (2 Credit Hours of Federal Tax Law)
Learning Objectives:
- Interpret and apply Circular 230 ethical standards to real-world tax situations
- Identify and implement key 2025–2026 tax law updates, including inflation adjustments, retirement limits, and credit changes
- Analyze the impact of the One Big Beautiful Bill Act (OBBBA) on both current returns and forward-looking tax planning
- Apply updated rules for tips, overtime deductions, and charitable strategies under new IRS guidance
- Navigate bonus depreciation, Section 179, and capital investment strategies for individuals and small businesses
- Accurately apply phase-outs, thresholds, and eligibility rules for major credits and deductions
- Execute smart 1099 reporting practices, including IRIS system updates, new thresholds, and digital payment reporting
- Identify common filing errors and IRS red flags to reduce notices and audit exposure
- Resolve complex tax situations using real-world problem-solving frameworks and case studies
- Understand estate, trust, and gifting strategies, including Forms 1041, 706, and 709
- Apply income planning and AGI management strategies to reduce client tax liability
- Strengthen decision-making across entity structures, reporting requirements, and compliance standards
Course Breakdown
2026 Federal Tax Law Updates (3 Hours)
Stay current with the most important tax changes affecting 2025 returns and beyond. This course breaks down updated tax brackets, inflation adjustments, retirement contribution limits, and key credit changes, while also highlighting high-risk areas like tip income, overtime deductions, and IRS enforcement priorities.
2026 OBBBA Explained: Rules & Impacts (2 Hours)
Understand how the One Big Beautiful Bill Act is reshaping tax preparation. This course focuses on real-world application, including new deductions, charitable planning updates, depreciation changes, and evolving IRS guidance impacting both individuals and businesses.
2026 Navigating Credits and Deductions Under OBBBA (2 Hours)
Take a deeper dive into the most commonly used tax provisions. Learn how to confidently apply updates to the Child Tax Credit, education credits, Section 179 expensing, and bonus depreciation, while navigating new thresholds and phase-out rules.
2026 Smart 1099 Reporting Practices & Updates (2 Hours)
Master the evolving world of information reporting. This course covers the transition from FIRE to IRIS, updated reporting thresholds, digital payment rules, and Form 1042-S requirements, helping you stay accurate in a high-scrutiny area.
2026 Tax Season Problem Solving (2 Hours)
Learn how to handle real tax scenarios with confidence. This course walks through common filing issues, extensions, estimated payments, RMD rules, and notice prevention, plus includes a recorded Q&A addressing real practitioner challenges.
2026 Estate and Trust Tax Implications (2 Hours)
Gain clarity on complex topics like trusts, gifting, and wealth transfer strategies. This course covers Forms 1041, 706, and 709, along with practical planning techniques to help clients minimize tax exposure.
2026 Ethics Circular 230 (2 Hours)
Understand your responsibilities as a tax professional. This course reviews due diligence standards, conflicts of interest, practitioner responsibilities, and enforcement trends, ensuring you operate within IRS guidelines while protecting your clients.
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The benefits for Annual Filing Season Program (AFSP) participants are:
- Your name is listed in the Federal Tax Return Preparers Directory on the IRS website with your Credentials and Select Qualifications, updated and available every January.
- You will have certain representation rights for the tax returns you prepare and sign.
- You are dedicated to remaining current with changing tax laws.
- You will receive the AFSP – Record of Completion that proves to your current and potential clients that you are a well-educated tax preparer who understands and implements the tax law updates that occur each year.
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By choosing My Tax Courses Online for your IRS-approved Continuing Education, you are:
- You can access courses taught by top tax professionals, including Dr. Bart Basi, Roman Basi, Laci Henson, Doug Stives, and more.
- IRS-approved courses are updated each year, and new courses are continually added.
- On-demand videos and materials to access
- Fast reporting – We pride ourselves on submitting your approved CE credits directly to the IRS within 7 days.
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How do I participate in the Annual Filing Season Program (AFSP)
The Annual Filing Season Program (AFSP) recognizes non-credentialed tax return preparers who are looking to enhance their professionalism. To qualify, follow these steps:
- Continuing Education: Complete 18 hours of IRS-approved continuing education, including a six-hour federal tax law refresher course with a test. If you're exempt, complete 15 hours, including 3 hours of federal tax law updates.
- PTIN Renewal: Renew your Preparer Tax Identification Number (PTIN) for the next year.
- Consent to Circular 230: Agree to follow the rules in Circular 230.
Once you finish these steps, you'll get an "Annual Filing Season Program – Record of Completion" from the IRS.
CLICK HERE to see the IRS FAQ for further details.
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Do you need 15 hours (Exempt) or 18 hours (Non-Exempt) of Continuing Education?
Most people need 18 hours, which is Non-Exempt. You're Exempt if you fall under one of these top categories:
- Passed the Registered Tax Return Preparer Test between November 2011 and January 2013.
- Are in a state-based program with testing requirements (like Oregon, California, or Maryland).
- Passed SEE (Special Enrollment Exam) Part I in the last three years.
To see the complete list of exemptions, review the following IRS document. CLICK HERE.
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Here's a step-by-step guide to get an AFSP Record of Completion.
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Education Requirement: Complete 18 hours of continuing education from IRS-approved CE Providers, such as My Tax Courses Online, and includes the following requirements:
- Take a 6-hour Annual Federal Tax Refresher (AFTR) course from an IRS-approved provider like My Tax Courses Online. Pass the course's test.
- Complete 10 hours of additional training on federal tax law topics.
- Complete 2 hours of Ethics.
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Education Requirement: Exempt participants must complete 15 hours of continuing education from IRS-approved CE Providers, such as My Tax Courses Online, which includes the following requirements:
- Pass the 3-hour federal tax law update course.
- Complete 10 hours of extra training on federal tax law topics.
- Complete 2 hours of ethics training.
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Active PTIN: Make sure to renew your Preparer Tax Identification Number (PTIN).
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Compliance Consent: Agree to follow the rules in Circular 230.
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When and how will you receive your Record of Completion?
Your Record of Completion is issued to you once all requirements are completed, which includes renewing your Preparer Tax Identification Number (PTIN) for the upcoming year and agreeing to the rules in Circular 230.
- If you have an online PTIN account, you will receive an email from taxpros@ptin.irs.gov with instructions on how to sign the Circular 230 consent and access your certificate.
- If you need an online PTIN account, you will receive a letter with instructions on completing the application process and obtaining your certificate.
