18 Hour AFSP Package for 2018

$70.00

18 Hour Course

Approved By: Internal Revenue Service (IRS)


Add to Cart (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
    • Ethics for Tax Preparers [11 Activities]
      • 01. Introduction to Ethics for Tax Preparers
      • 02. Learning Objectives
      • 03. Legal Language
      • 04. What is Ethics?
      • 05. Ethical Concepts and Terminology
      • 06. Why Ethics Matter
      • 07. Ethical Duties
      • 08. The Ethics of Claiming "Frivolous" Anti-tax Arguments
      • View Additional Activities
        • 09. IRS Taxpayer Bill of Rights
        • 10. Professional Trade Organization Codes of Conduct
        • 11. Conclusion
    • Ethics Exam (15 questions)
  • 2019 AFTR
    • Provisions of the Tax Cuts and Jobs Act [9 Activities]
      • 01. General Topics
      • 02. Additional General Topics
      • 03. Income and Adjustments to Income
      • 04. Schedule C Provisions
      • 05. Itemized Deductions and Schedule A
      • 06. Credits
      • 07. Alternative Minimum Tax (AMT)
      • 08. Deduction for a Pass Through Qualified Trade or Business
      • 09. Overview Topics
    • General Review [18 Activities]
      • 01. Annual Inflation Adjustments
      • 02. Taxability of Earnings
      • 03. Schedule B
      • 04. Schedule C: Income and Expenses
      • 05. Schedule C: Returns, Hobbies, and Recordkeeping
      • 06. Retirement Income Reporting and Taxability: IRAs
      • 07. Social Security Benefits and Other Retirement Accounts: Taxability
      • 08. Capital Gains and Losses
      • View Additional Activities
        • 09. Capital Gain or Loss: Primary Residence
        • 10. Determining Basis
        • 11. Child and Dependent Care Credit
        • 12. Education Credits
        • 13. Qualified Education Expenses
        • 14. Earned Income Credit (EIC)
        • 15. Tax Withholding and Estimated Tax Payments
        • 16. Balance Due and Refund Options
        • 17. Refunds Due
        • 18. Tax Return Due Date and Extensions
    • Practices, Procedures, and Professional Responsibility [6 Activities]
      • 01. Practices, Procedures, and Professional Responsibility
      • 02. Safeguarding Taxpayer Data
      • 03. Individual Taxpayer Identification Numbers (ITINs): Overview and Expiration
      • 04. Due Diligence and Preparer Penalties
      • 05. E-File Requirements
      • 06. Annual Filing Season Program Requirements
    • Final Exam (100 questions)
  • Course Completion
    • Mandatory Questionnaire
    • Certificate of Completion - Federal Tax Topics
    • Certificate of Completion - Ethics
    • Certificate of Completion - 2019 AFTR

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!