As an approved California Tax Education Council (CTEC) tax education provider, we offer a CTEC-approved 15-hour course package for tax preparers. Our courses are led by top industry leaders renowned for their expertise in tax law, including Dr. Bart Basi, Roman Basi, and Doug Stives. With their guidance, you can confidently stay on top of tax changes and navigate complex tax scenarios.
Earn all 15 hours of your 2025 IRS-approved continuing education in one convenient, 100% video-based package. This pre-selected course bundle includes a curated lineup of high-impact topics covering ethics, federal tax law updates, and the most pressing tax issues facing professionals today. Whether you’re managing Schedule C filers, resolving non-filer cases, or advising on entity selection, this package gives you practical, up-to-date knowledge with no course selection hassle.
Each course is IRS-approved and designed to help you meet your CE requirements while improving the services you offer clients.
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
This package covers all significant tax changes and topics affecting all taxpayers.
2025 Ethics: Understanding Circular 230 (2 Hours)
Explore your ethical responsibilities under Circular 230, including client representation, due diligence, and the impact of recent tax practice rulings.
Learning Objectives:
- Understand the ethical standards outlined in Circular 230
- Analyze key rulings (e.g., Loving v. IRS) and their effect on tax practice
- Apply best practices to avoid penalties, conflicts of interest, and noncompliance
2025 Federal Tax Law Updates (3 Hours)
Stay informed on critical 2025 changes, including tax bracket updates, EV credits, 1099-K reporting, depreciation rules, and retirement contributions.
Learning Objectives:
- Understand updated tax brackets, credits, and deductions for 2025
- Learn about changes to EV credits, Section 179, bonus depreciation, and Form 1099-K
- Stay compliant with changes to worker classification and estate/gift tax reporting
2025 Choice of Entity and Tax Issues (2 Hours)
Compare tax implications for S-Corps, C-Corps, Partnerships, and Sole Proprietors so you can better advise clients on entity selection.
Learning Objectives:
- Articulate the tax advantages and limitations of each entity type
- Apply case study analysis to real-world tax return planning
- Recommend appropriate entity types based on client goals and tax outcomes
2025 Schedule C Updates for Income Tax Filings (2 Hours)
Master the latest deductions, audit red flags, and reporting rules for sole proprietors and small businesses.
Learning Objectives:
- Distinguish between business vs. hobby income
- Maximize legal deductions for home office, vehicles, and retirement
- Navigate 1099 reporting and avoid common audit risks
2025 IRS Red Flags and Common Filing Errors (2 Hours)
Learn how to prevent costly filing mistakes, recognize audit triggers, and stay ahead of IRS enforcement trends.
Learning Objectives:
- Identify common filing errors and audit red flags
- Implement tax planning strategies using Section 179, bonus depreciation, and more
- Understand reporting issues around real estate, retirement, and RMDs
2025 How to Help Clients Who Haven’t Filed in Years (2 Hours)
Take a step-by-step approach to resolving non-filer cases, minimizing penalties, and negotiating repayment options.
Learning Objectives:
- Evaluate compliance risks for non-filers and expired refund claims
- Build a resolution strategy using transcript analysis, penalty abatement, and payment plans
- Know when to recommend Offers in Compromise or Innocent Spouse Relief
2025 Exploring Credits & Deductions for Maximum Impact (2 Hours)
Uncover the most valuable individual and business tax credits and deductions, and learn how to properly document and defend them.
Learning Objectives:
- Differentiate between refundable and nonrefundable credits
- Identify above-the-line vs. below-the-line deductions for businesses and individuals
- Avoid audit pitfalls by understanding limitations, phaseouts, and substantiation rules
Why Choose This Package?
- IRS-approved and meets all CE requirements for 2025
- 100% video-based instruction for maximum flexibility
- Includes essential updates, ethics, and practical strategies tax professionals can use immediately
- Learn from seasoned experts and improve client outcomes across a variety of complex tax scenarios
What is the benefit to me of participating in the Annual Filing Season Program (ASFP)?
- Your name will be included in the Directory of Federal Tax Return Preparers with Credentials and Select Qualifications that will be available January.
- You will have limited representation rights for returns you prepare and sign.
- You will be encouraged to remain current with changing tax laws.
- You will receive the AFSP – Record of Completion that shows clients and potential clients that you are a well-educated tax preparer who is dedicated to your chosen profession.
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 2021 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 in order to ensure basic return preparer competency.
What are the requirements to achieve Annual Filing Season Program Completion?
Completion of courses from an IRS approved required will satisfy the completion. The yearly requirements for 2020 and beyond for Non-Exempt status tax preparers is 18 hours. Which consists of a 6 hour Annual Federal Tax Refresher (AFTR), 10 hours of federal tax law and 2 hours of ethics. The yearly requirements 2016 and beyond for Exempt status tax preparers is 15 hours. Which consists of 10 hours of federal tax law, 3 hours of tax law updates, and 2 hours of ethics
Who may participate in the program?
Anyone with a PTIN is eligible to participate in the program. Enrolled Agents, CPA’s and RTRP’s have an exempt status that will reduce the number of hours required.
