18 Hour AFSP Package

18 Hour Course

$70.00

Course Description
Course Outline

This package is designed to provide non-AFTR-exempt tax preparers participating in the Annual Filing Season Program with the required 18 hours of continuing education content needed to renew their certification.

2025 Annual Tax Refresher
Basis of Assets and Depreciation
Ethics for Tax Advisers, Circular 230
Gross Income, Capital Exchanges, and Property Basis

Approved By: Internal Revenue Service (IRS)

Add to Cart (877) 724-6150

Ethics for Tax Advisers; Review of Circular 230
- Ethics for Tax Advisers; Review of Circular 230 [7 Activities]
  - 01. Ethics for Tax Advisers & Review of Circular 230
  - 02. What is Ethics?
  - 03. Circular 230
  - 04. Subpart B Ethical Duties
  - 05. Subpart C Penalties for Violations
  - 06. Subpart D Rules of Disciplinary Proceedings
  - 07. Decision & Enforcement
- Ethics - Final Exam (10 questions)
Basis of Assets and Depreciation
- Basis of Assets and Depreciation [12 Activities]
  - 01. Basis of Assets and Depreciation
  - 02. Basis of Property
  - 03. Business Assets
  - 04. Anti-Churning Rules
  - 05. Allocating the Basis of Multiple Assets
  - 06. Adjustment Basis of Business Assets
  - 07. Basis Other Than Cost
  - 08. Nontaxable Exchange & Stock and Bond Basis
  - View Additional Activities
    - 09. Loans with Low or No Interest
    - 10. How to Depreciate Property, Part 1
    - 11. How to Depreciate Property, Part 2
    - 12. Conclusion to Basis of Assets and Depreciation
- Basis of Assets - Final Exam (21 questions)
Gross Income, Capital Exchanges, and Property Basics
- Gross Income, Capital Exchanges, and Property Basics [19 Activities]
  - 01. Gross Income, Capital Exchanges, and Property Basis
  - 02. Tip Income
  - 03. Interest Income
  - 04. Interest Income: OID & Other Situations
  - 05. Introduction to Taxable Bonds and Other Interest Income
  - 06. Taxable Interest and Debt Instruments
  - 07. Taxable Interest and Education Bonds; Taxable Interest and Federal Securities
  - 08. Other Taxable Items or Events
  - View Additional Activities
    - 09. Conclusion of Gross Income
    - 10. Basis of Property
    - 11. Basis of Property, Part 2
    - 12. Sale of Property
    - 13. Sale of Property, Part 2
    - 14. Sale of Property, Part 3
    - 15. Sale of Property, Part 4
    - 16. Selling a Home
    - 17. Selling a Home, Part 2
    - 18. Reporting Capital Gains and Losses
    - 19. Sale & Exchange of Capital Assets Conclusion
- Gross Income - Final Exam (49 questions)
Annual Federal Tax Refresher
- Domain 1: New Tax Laws and Recent Updates [4 Activities]
  - 01. Introduction to 2025 Annual Federal Tax Refresher (AFTR) Course
  - 02. Domain 1 New Tax Laws and Recent Updates
  - 03. Domain 1 Topics 1.2 through 1.6
  - 04. Conclusion to Domain 1 Course
- Domain 2: General Review of Common Tax Forms [6 Activities]
  - 01. 2025 AFTR, Domain 2: General Review of Common Tax Forms
  - 02. Reporting and Taxability of Earnings From Various Sources
  - 03. Topic 2.8 Schedule C, Profit or Loss from Business (Sole Proprietorship)
  - 04. Deductions
  - 05. Topic 2.11 Schedule A, Itemized Deductions
  - 06. Tax Credit Eligibility & Overview
- Domain 3: Tax Preparers Practices, Procedures, and Professional Responsibility [4 Activities]
  - 01. 2025 AFTR, Domain 3: Tax Preparer Practices, Procedures, and Professional Responsibility
  - 02. Protecting Taxpayer Privacy
  - 03. Tax Preparer Duties
  - 04. Conclusion to 2025 AFTR Course
- AFTR - Final Exam (100 questions)
Course Completion
- Mandatory Questionnaire
- Ethics for Tax Advisers; Review of Circular 230 - Certificate of Completion (1 of 4)
- Basis of Assets and Depreciation - Certificate of Completion (2 of 4)
- Gross Income, Capital Exchanges, and Property Basics - Certificate of Completion (3 of 4)
- Annual Federal Tax Refresher - Certificate of Completion (4 of 4)
- Student Evaluation
- Guaranteed Next Business Day Reporting

Instructor Bio

jeremy allen cpa instructor atyourpaceonline

Jeremy Allen, CPA, was born and raised in Chicago, Illinois. He graduated with a Bachelor's of Science in Accounting from the University of Oregon Charles H. Lundquist College Of Business. He has been a licensed CPA in the state of Oregon since 2007. He specializes in Corporate Taxation and Planning. He enjoys working with start-up businesses, online businesses, and multi-state entities. He is an avid member of Crossfit Grants Pass. In his free time he enjoys traveling and camping with his family. Go Ducks!

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18 Hour AFSP Package

Course Description

Course Outline

Instructor Bio