18 Hour AFSP Package for 2018

$70.00

18 Hour Course

Course ID: UUBXU-T-00004-17-S, UUBXU-T-00009-17-S, UUBXU-U-00021-18-S, UUBXU-E-00023-18-S, UUBXU-A-00022-18-S

Approved By: Internal Revenue Service (IRS)

4 96 Reviews

Currently Unavailable (877) 724-6150

In this course, students will receive a comprehensive refresher course to prepare for the upcoming tax season. 

The course will begin by covering federal tax topics, such as what types of income must be declared as gross income. We’ll address some unusual situations, such as tipped professions, uneven distribution of income through the year, and income from investments and businesses.

Then, we’ll talk about some adjustments that clients may need to make to their income. These include adjustments for education-related tax breaks, as well as some of the tax benefits afforded by retirement accounts like IRAs, 401(k)s, and more.

After that, we’ll address additional schedules that you may need to use in client returns. We’ll look at the most commonly used schedules, including Schedule C, F, J, and SE.

Amended returns will also be covered. We’ll talk about the reasons a taxpayer may amend a return, the timelines for doing so, and other important information to know for amended returns.

After that, we’ll discuss ethics, as they apply to the work of tax preparation. We’ll talk about what ethics are, and why they’re so important. We’ll also review the IRS Taxpayer Bill of Rights.

Finally, we’ll include the 6-hour AFTR course, which focuses primarily on the changes to the tax code put into place by the Tax Cuts and Jobs Act. This includes the suspension of the personal exemption, increased standard deduction, increased child credits, and more. 

Each of these sections will be accompanied by a quiz to help ensure that students have retained the course material.

 

  • Federal Tax Topics
    • Gross Income [17 Activities]
      • 01. Being a Tax Preparer: Gross Income (Video)
      • 02. Tip Income
      • 03. Reporting Tip Income
      • 04. Declaring Tip Income
      • 05. Interest Income
      • 06. Managing Interest Income
      • 07. Interest Income: OID
      • 08. Interest Income: Other Situations
      • View Additional Activities
        • 09. Taxable Interest
        • 10. Introduction to Taxable Bonds and Other Interest Income (Video)
        • 11. Taxable Interest and Debt Instruments
        • 12. Taxable Interest and Bonds
        • 13. Taxable Interest and Education Bonds
        • 14. Taxable Interest and Federal Securities
        • 15. Insurance and Other Taxable Items or Events
        • 16. How To Report Interest Income
        • 17. Conclusion (Video)
    • Gross Income Exam (12 questions)
    • Taxation of Rental Income and Expenses & Retirement Funds [14 Activities]
      • 01. Introduction to Taxation of Rental Income and Expenses and Retirement Funds (Video)
      • 02. Rental Income and Expenses
      • 03. Rental Income and Expenses, part 2
      • 04. Rental Income and Expenses, part 3
      • 05. Rental Income and Expenses, part 4
      • 06. Rental Income and Expenses, part 5
      • 07. Rental Income and Expenses, part 6
      • 08. Rental Income and Expenses, part 7
      • View Additional Activities
        • 09. Rental Income and Expenses, part 8
        • 10. Retirement Plans, Pensions, and Annuities
        • 11. Retirement Plans, Pensions, and Annuities, part 2
        • 12. Retirement Plans, Pensions, and Annuities, part 3
        • 13. Retirement Plans, Pensions, and Annuities, part 4
        • 14. Conclusion of Taxation of Rental Income and Expenses and Retirement Funds (Video)
    • Taxation of Rental Income and Expenses & Retirement Funds Exam (10 questions)
    • Schedules [11 Activities]
      • 01. Additional Tax Schedules (Video)
      • 02. What are Schedules?
      • 03. Schedule C
      • 04. Schedule C, part 2
      • 05. Schedule C, part 3
      • 06. Schedule C, part 4
      • 07. Schedule F
      • 08. Schedule F, part 2
      • View Additional Activities
        • 09. Schedule J
        • 10. Schedule SE
        • 11. Conclusion (Video)
    • Schedules Quiz (15 questions)
  • Ethics for Tax Preparers
    • Tax Preparer Ethics in the Age of TCJA [12 Activities]
      • 01. Introduction (Video)
      • 02. Learning Objectives
      • 03. Ethics Refresher
      • 04. Fundamental Ethical Principles
      • 05. Critical Thinking
      • 06. Standards of Ethical and Professional Conduct
      • 07. Tax Cuts and Jobs Act of 2017
      • 08. Major Changes
      • View Additional Activities
        • 09. Ethical Requirements of Enrolled Agents
        • 10. Can You Recover from an Ethical Lapse?
        • 11. Ethics Resources and Organizations for Tax Professionals
        • 12. Conclusion (Video)
    • Ethics Quiz (15 questions)
  • Course Completion
    • Mandatory Questionnaire
    • Certificate of Completion - Federal Tax Topics
    • Certificate of Completion - Ethics

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!

Course Reviews

December 29th, 2018
VERY INFORMATIVE AND IN DEPTH COVERAGE

December 29th, 2018
Not at this time. Thank You!!

December 26th, 2018
Interesting but challenging content.

December 25th, 2018
The course provided by TaxCE was great. The material was covered well and I would recommend TaxCE highly.

December 6th, 2018
The class needs to be on the 2018 tax laws only ... also would like to see more videos and a printer friendly version of the class materials

November 27th, 2018
There is so much to tax law that it is mind boggling. When I thought I knew it, I was just tipping my toe into the law. This course forced me to know the law vs. just buying software and letting it do the tax return. Awesome review.

December 31st, 2018
terrific additional content course teachings and exam questions could be better coordinated

December 30th, 2018
Good overall review. Very Helpful

December 30th, 2018
Course too long. Hard to go back and find material based on a topic.

November 3rd, 2018
The exam had a lot of mistakes. Especially in the numbers questions.

December 31st, 2018
Sure. I wrote one question in the box available, but got no answer. I can't find any answers to the final exam. If I had to take it over again, I wouldn't know the correct answers to the ones I got wrong. I believe a couple of the questions were wrongly stated, but there's no personal feedback allowed. A very disappointing course.

December 13th, 2018
very disappointing program wasted my time trying to figure out the errors and which wrong answer did you want just so I could pass the test.

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