2024 Annual Federal Tax Refresher Course
3 days, 9:00 a.m. – 4:00 p.m. daily with lunch available.
2 sessions available: August 20–22 or September 17–19.
This 18-hour course designed specifically to help tax professionals obtain all CEs needed to both receive their PTIN and to be AFSP registered for the Annual Filing Season Program.
Course Outline
Day 1
New Tax Law/Recent Updates
Annual Inflation Adjustments
Standard Mileage Rates
Payment Card and Third-Party Transactions Reporting Requirements
Tax Relief Response to the Pandemic
IRS Direct File Pilot Program
ROTH Distributions
ROTH Contributions
General Income Tax Review Part I
Filing Status Name Review
Taxability of Earnings
Schedule B, Interest, Dividends, Foreign Accounts & Trusts
Day 2
General Income Tax Review Part II
Retirement Income Reporting & Taxability
Individual Retirement Accounts
Reporting and Taxability of Unemployment Compensation
Alimony – Pre 2019 and Post 2018 Divorce Agreements
Schedule C, Profit and Loss from Business (Sole Proprietorship)
Capital Gains & Losses
Standard Deduction Eligibility
Itemized Deductions - Schedule A
Tax Credit Eligibility
Energy Credits
New Clean Vehicle Credit
Overview Topics
Day 3
General Income Tax Review Part III
Tax Withholding and Estimated Tax Payments
Balance Due & Refund options
Federal Tax Return Filing Due Dates & Filing for Extensions Practices Procedures & Professional Responsibilities
Tax Related Identity Theft
Safeguarding Taxpayer Data
Individual Taxpayer Identification Numbers
Preparer Penalties
Due Diligence in Tax Preparation
Compliance with E-file Procedures
Annual Filing Season Program Requirements
Contact Us
Please fill out the form, and we will get back to you within the next business day.
info@aretefs.com
623-505-7141
1626 N Litchfield Rd, Suite 170
Goodyear, AZ 85395