Continuing Education for Tax Professionals

This course will prepare credentialed tax preparers for the 2019 tax season (2018 tax year). Credentialed individuals such as licensed attorneys and CPAs, who are AFTR exempt, may take this course to begin or continue participation in the Annual Filing Season Program (AFSP).

In this course package, we'll cover:

• Gross income
• Taxation of rental income and expenses
• Schedules C, F, J, and SE
• Other taxes and payments
• Ethics for tax professionals

AYPO offers this 30-hour course for Oregon tax preparers to meet all of the continuing education requirements for renewal.

In the course, we'll review federal filing requirements, and the guidelines for the various filing statuses. It will also cover gross income, adjustments to income that taxpayers may require, and federal credits that are available. Special topics that we will look at include taxation on rental income and on expenses of rentals; using Schedules C, F, J, and SE; and additions to income such as child tax credits and the Alternative Minimum Tax.

The course will conclude with the mandatory Ethics class. Each class included in this package will be followed by a brief quiz.

This 24-hour course is a great refresher for enrolled agents, and will satisfy the ethics requirement as you complete one-third of your CE requirements. In this course, we'll cover important topics like the requirements for filing status; what qualifies as gross income and must be included on a tax return; how to make the appropriate income adjustments for clients; specific schedules that client may require; and an updated discussion of the credits available to taxpayers in 2018.

We'll conclude the course with an Ethics class specifically for tax preparers. This class will examine the definition of ethics, pivotal terms used in that discussion, and the taxpayer bill of rights.

In this class we will specifically address California tax law. We will start with an overview of the federal tax changes which will affect 2018 tax returns, and look at how California does or does not conform to them.