2018 AFSP 15 Hour (Credentialed) Tax Preparer CE

$65.00

15 Hour Course

Course ID: Package

Approved By: Internal Revenue Service (IRS)


Add to Cart (877) 724-6150

This course prepares tax professionals for the 2019 tax season (2018 tax year) and should be used by any credentialed (AFTR Exempt) return preparer wanting to renew their Annual Filing Season Program (AFSP) - Record of Completion, or by anyone looking to begin participating in the AFSP who is already "credentialed". Credentialed individuals include licensed attorneys & CPAs.

The following topics are covered in this package: 

  • Gross income sources (3 hours)
  • Taxation of Rental Income and Expenses (2 hours)
  • Schedules C, F, J and SE (5 hours)
  • Other Taxes and Payments (3 hours)
  • Ethics for Tax Preparers (2 hours)
  • 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, 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, 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)
    • Other Additions to Federal Income Tax Returns [14 Activities]
      • 01. Other Taxes and Payments (Video)
      • 02. Alternative Minimum Tax
      • 03. AMT Income Brackets
      • 04. Minor Children
      • 05. The Qualifying Child Tests
      • 06. The Qualifying Child Tests (continued)
      • 07. Qualifying Relatives
      • 08. Child Tax Credits
      • View Additional Activities
        • 09. Filing Taxes for a Minor's Income
        • 10. Estimated Tax and Excess FICA
        • 11. How Estimated Taxes Are Paid
        • 12. FICA
        • 13. The Affordable Care Act
        • 14. Conclusion (Video)
    • Other Additions to Federal Income Tax Returns Quiz (12 questions)
  • Ethics
    • Tax Preparer Ethics in the Age of TCJA [12 Activities]
      • 01. Tax Preparer Ethics in the Age of TCJA
      • 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
    • Ethics Quiz (15 questions)
  • Course Completion
    • Mandatory Questionnaire
    • Certificate of Completion - Gross Income
    • Certificate of Completion - Taxation of Rental Income, Expenses, and Retirement Funds
    • Certificate of Completion - 5 Hour Schedules
    • Certificate of Completion -3 Hour Other Taxes
    • Certificate of Completion - Ethics for Tax Preparers

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!