Elevate your expertise iwith our comprehensive, CTEC-approved Tax Training Program. This extensive program, meticulously designed for tax professionals who want to master the latest tax laws and regulations, offers over 100 hours of high-quality video instruction from renowned tax experts, including Dr. Bart Basi, Roman Basi, Doug Stives, and Lacie Henson.
Program Highlights:
- In-depth Coverage: Topics include federal tax law updates, estate planning, entity selection, and a special focus on credits and deductions.
- Expert Instruction: Learn directly from industry leaders with practical insights and real-world applications.
- Robust Curriculum: Structured content in key areas such as ethics, federal tax law updates, and California-specific tax issues.
- Multimedia Learning Materials: Take courses in English and Spanish, supported by closed captioning for enhanced accessibility.
Detailed Course Modules:
- Ethics: Understand the Circular 230 rules with a 2024 update on ethical standards in tax preparation.
- Federal Tax Updates: Stay current with modules on the latest tax code changes, including implications of the Tax Cuts and Jobs Act.
- Specialized Topics: Explore specific areas, such as the tax implications of digital assets, bankruptcy types, and the Clean Vehicle Credit.
- California Focus: Learn about California tax conformity, individual and business tax updates, and more.
Learning Objectives:
- Identify applicable tax credits and deductions for diverse client scenarios.
- Assess employment status to determine tax obligations accurately.
- Navigate complex issues like digital asset taxation and the nuances of estate and gift tax returns.
- Stay ahead with the latest updates on S Corporation and payroll taxes, especially pertinent to California tax laws.
Accreditation: Each course is meticulously designed to provide valuable learning experiences, offering credits that directly contribute to your professional development and compliance with CTEC requirements.
Whether you want to update your skills, deepen your tax knowledge, or ensure compliance with evolving tax laws, our Tax Training Program is your gateway to becoming a leading tax professional in today's financial landscape.
Courses Included in this package:
- CA Conformity and Other Issues (1 Credit Hour)
- CA Individual Tax Update (1 Credit Hour)
- CA Business Tax Update (1 Credit Hour)
- CA Employment Tax Basics (1 Credit Hour)
- CA Employment Status and Concerns (1 Credit Hour)
- 2024 Ethics Circular 230 (2 Credit Hours of Ethics, with English and Spanish, closed captioning)
- 2024 Federal Tax Law Updates (3 Credit Hours of Federal Tax Law Updates, with English and Spanish, closed captioning)
- 2024 A Deeper Dive into The Most Requested Tax Topics (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Usual and Unusual Deductions and Tax Credits (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Estate and Gift Tax Returns (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Business Entity Selection and Tax Implications (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Penalties, Fines, And Interest and How to Work with The IRS To Get Them Reduced And/Or Eliminated (1 Hour of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Mid-Year Wake-Up Call (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 What You Need to Know About Estate and Gift Planning (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Real Estate Tax Laws and Rental Property Rules Part 1 (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Real Estate Tax Laws and Rental Property Rules Part 2 (2 Credit Hour of Federal Tax Law)
- 2024 User Submitted Questions (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Estate & Succession Tax Laws (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 Common Mistakes On Tax Returns And IRS Pitfalls (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 My Client Has Not Filed a Tax Return in Years, Now What? (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2024 IRS Dispute Resolution & Installment Agreements (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2023 Federal Tax Law Updates (3 Credit Hours of Federal Tax Law Updates, with English and Spanish, closed captioning)
- 2023 HSA, HRA, FSA, and more year-end tax strategies (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2023 Estate Planning (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2023 How to… report IRD & GST Part I: Income in Respect of Decedent (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2023 How to… report IRD & GST Part II: The Generation-skipping Tax (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2023 The Top 15 Reasons Why People Run Out of Money in Retirement (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
- 2023 Tax Laws: What Will Congress Do Next? (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
- 2023 Deductions And Credits - A Review And Analysis (2 Credit Hours of Federal Tax Law with English and Spanish, closed captioning)
- 2023: How To… Value Assets For Tax Purposes (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2023 Entity Selection for Small Businesses: Which One is Best? (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
- 2023 Mid-Year Update And Wake-Up Call (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2023 The Importance of Client Engagement Agreements (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2023 Ethics Circular 230 (2 Credit Hours of Ethics, with English and Spanish, closed captioning)
- 2023 The Latest on Credit and Deductions (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
- 2023 Form 1040 or 1040-NR – Which form do you file? Part 1 (2 Credit Hours of Federal Tax Law with English and Spanish, closed captioning)
- 2023 Form 1040 or 1040-NR – Which form do you file? Part 2 (2 Credit Hours of Federal Tax Law)
- 2023 Common Mistakes and Missed Opportunities on Tax Returns (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
- 2023 Understanding Critical Forms, Schedules, Credits, and Deductions (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2023 Evolving Retirement Law with Secure Act 2.0 (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
- 2023 Common Questions and Tax Updates (1 Credit Hour of Federal Tax Law, with English and Spanish, closed captioning)
- 2023 Tax Outlook and Hot Topics (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2023 Entity Selection and Real Estate Taxation (2 Credit Hours of Federal Tax Law, with English and Spanish, closed captioning)
- 2022 *Ethics Circular 230 (2 Credit Hours of Ethics)
- 2022 *Federal Tax Law Updates - (3 Credit Hours of Federal Tax Law Updates)
- 2022 Mid-Year 1040 Update (2 Credit Hours of Federal Tax Law)
- 2022 Tax Issues for American Expatriates (2 Hours of Federal Tax Law)
- 2022 Real Estate Tax Update (1 Credit Hour of Federal Tax Law)
- 2022 Common Mistakes, Missed Opportunities, and Misunderstandings On Tax Returns
- 2022 Tax Issues for US Citizens Living & Working Abroad
- 2022 Reducing Liability with Client Engagement Agreements (2 Credit Hours of Federal Tax Law)
- 2022 US Tax Issues for Immigrants and Aliens (2 Credit Hours of Federal Tax Law)
- 2022 IRS Dispute Resolution and the Opportunity Zone Tax Credit (2 Credit Hours of Federal Tax Law)
- 2022 Common Tax Preparation Questions (1 Credit Hour of Federal Tax Law)
- 2022 Tax Forms, Schedules, Deductions, and Credits (2 Credit Hours of Federal Tax Law)
- 2022 Understanding the Child Tax and Education Credits (2 Credit Hours of Federal Tax Law)
- 2022 Community Property Issues for Taxpayers On-the-go ( 2 Credit hours of Federal Tax Law)
- 2022 Form 709 The Gift Tax Return (2 Credit Hours of Federal Tax Law)
- 2021 Ethics Circular 230 (2 Credit Hours of Ethics)
- 2021 Federal Tax Law Updates (3 Hours Federal Tax Law Updates)
- 2021 Common Tax Questions on Divorce, Bankruptcy, and Retirement (1 Credit hour of Federal Tax Law)
- 2021 A Client hasn't had a tax return in years and comes to you. Now what? (1 Credit Hour of Federal Tax Law)
- 2021 Stretching the Dollar Today for Tomorrow Taking Advantage (2 Credit Hours of Federal Tax Law)
- 2021 Tax Planning for Insolvency and the Discharge of Indebtedness (1 Credit Hour of Federal Tax Law)
- 2021 Tax Law Changes and How it Can Affect your Estate/Succession Planning (1 Credit Hour of Federal Tax Law)
- 2021 The Tax Outlook for 2021: A Post-Election Evaluation (1 Credit Hour of Federal Tax Law Updates)
- 2021 Tax Season Primer: Forms, Deductions, and Other Common Issues (2 Credit Hours of Federal Tax Law)
- 2021 Getting Safely Home in Retirement – Overcoming 8 Risks Facing Your Client'Client'sment (1 Credit Hour of Federal Tax Law)
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 calander year to qualify for the 2016 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 2016 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.
