Advanced, IRS-Approved Training Built for Enrolled Agents Who Want More Than Just Credits
This high-impact 16-hour IRS-approved continuing education package is designed specifically for Enrolled Agents who need practical insight, real-world applications, and up-to-date tax law expertise, not just theory.
This premium pre-built CE bundle goes beyond the basics by combining core federal updates, ethics, and reporting requirements with advanced strategy courses, OBBBA insights, and real-world problem-solving scenarios you can immediately apply to your work.
Led by nationally recognized experts including Dr. Bart Basi, Roman Basi, Jason Dinesen, and Doug Stives, every course is delivered in a 100% video-based, on-demand format, allowing you to complete your CE on your schedule, without sacrificing depth or quality.
What Makes This 16-Hour EA Package Different?
- Built for Enrolled Agents who handle complex returns and need deeper insight
- Covers the most talked-about 2026 tax law changes, including OBBBA impacts
- Focuses on real-world scenarios, not just textbook concepts
- Includes advanced topics like estates, trusts, and strategic tax planning
- Designed to help you confidently advise clients and reduce costly errors
Included Courses (16 IRS-Approved CE Hours)
2026 Ethics (2 Hours) – Roman Basi
Sharpen your understanding of Circular 230 and ethical responsibilities with real-world scenarios that Enrolled Agents face every day.
2026 Federal Tax Law Updates (3 Hours) – Dr. Bart Basi
Stay current with the most important federal tax law changes affecting 2026 returns. This course breaks down key updates and explains how they apply in real client situations.
2026 Smart 1099 Reporting Practices & Updates (2 Hours) – Jason Dinesen
Master evolving 1099 reporting rules, reduce filing errors, and better support clients navigating contractor and gig income reporting.
2026 Tax Season Problem-Solving (2 Hours) – Doug Stives
Learn how to handle complex, high-pressure tax situations with confidence using proven strategies and real-life case studies.
2026 Common Tax Questions (1 Hour) – Lacie Henson
Get clear answers to the most frequently asked tax questions and improve how you communicate solutions to clients.
2026 OBBBA Explained: Rules & Impacts (2 Hours) – Jason Dinesen
Break down the One Big Beautiful Bill Act (OBBBA) and understand how its provisions impact deductions, credits, and client tax strategies.
2026 Estate and Trust Tax Implications (2 Hours) – Dr. Bart Basi
Learn about estates and trusts with practical guidance on taxation, planning opportunities, and common pitfalls.
2026 Navigating Credits and Deductions Under the OBBBA (2 Hours) – Roman Basi
Dive deeper into how OBBBA reshapes credits and deductions and learn how to maximize tax-saving opportunities for your clients.
Learning Objectives
By completing this 16-hour Enrolled Agent package, you will be able to:
- Interpret and apply the latest 2026 federal tax law updates with confidence
- Navigate OBBBA changes and explain their impact to clients clearly
- Improve accuracy in 1099 reporting and reduce common filing mistakes
- Apply ethical standards under Circular 230 in real-world scenarios
- Solve complex tax issues using practical, case-based strategies
- Address common client questions with clear, confident communication
- Identify planning opportunities in estates and trusts taxation
- Maximize credits and deductions under evolving tax law changes
This 16-hour package delivers exactly what you need in one streamlined, expert-led solution.
What is the benefit of participating in the Annual Filing Season Program (AFSP)?
- Your name is listed in the Directory of Federal Tax Return Preparers with Credentials and Select Qualifications that will be 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 clients and potential clients that you are a well-educated tax preparer who understands and implements the tax law updates that occur each year.
What is the deadline to complete the Annual Filing Season Program (ASFP)
The approved continuing education program must be completed within the calendar year to qualify for the filing season.
What is the future of this program?
The Annual Filing Season Program will be an interim step to help taxpayers and encourage education for unenrolled tax return preparers. The IRS continues to pursue legislative authority to mandate a continuing competency program. In the meantime, the IRS will administer a uniform voluntary examination in future years to ensure basic return preparer competency.
What are the requirements for the Annual Filing Season Program Record of Completion?
- Completion of courses from an IRS-approved provider, like My Tax Courses Online, will satisfy the completion.
- The yearly requirement for Exempt status tax preparers is 15 hours. This consists of 10 hours of federal tax law continuing education credits, 3 hours of tax law updates, and 2 hours of ethics.
- The yearly requirement for Non-Exempt status tax preparers is 18 hours. This consists of a 6-hour Annual Federal Tax Refresher (AFTR) course and test, 10 hours of federal tax law continuing education credits, and 2 hours of ethics credits.
- For more information, please view the following IRS document. CLICK HERE.
Who may participate in the program?
- Anyone with a preparer tax identification number (PTIN) is eligible to participate in the Annual Filing Season Program Record of Completion program.
- Enrolled Agents, CPAs, and RTRPs have an exempt status that will reduce the number of hours required.
- CLICK HERE to see the IRS FAQ for further details.
