SharePoint
Tax Education

1040 Workshops

These tax update workshops include The Essential 1040 and Beyond the 1040, with the former providing resources to ensure you are ready for the tax season and the latter focusing on in-depth topics necessary to understand how to best advise your clients.

Day 1 - The Essential 1040®
4 CPE Credits Federal Tax Law Update for AFSP, CFP®, CPA, CRTP, EA
2 CPE Credits Federal Tax Law Topic for AFSP, CFP®, CPA, CRTP, EA
2 CPE Credits Ethics for AFSP, CPA, CRTP, EA

We guarantee you will have the most up-to-date information before tax season starts, even if late Congressional action results in tax law changes.

Essential 1040 attendees will receive an on-demand webinar in January that will provide you with the resources to ensure that you are ready for tax season. Pass the provided exam for 2 credits!

We provide attendees the following materials to prepare for the upcoming tax season:

  • January on-demand webinar covering any last minute tax law changes
  • Audio recordings of the workshop to review complex topics
  • Quick reference desk card
  • Multi-page tax law quick reference guide with flowcharts
  • Print and PDF version of textbook

Day 2 - Beyond the 1040®
8 CPE Federal Tax Law Topic for AFSP, CFP®, CPA, CRTP, EA

The Beyond the 1040® topics are handpicked by our researchers based on topics that tax preparers struggle with the most—Affordable Care Act (ACA) and aging clients.

ACA has caused a lot of uncertainty regarding health insurance and medical tax benefits. This course will cover the complexities of:

  • Health Savings Accounts (HSA)
  • Health Care Flexible Savings Accounts (FSA)
  • Health Reimbursement Accounts (HRA); and
  • Nondiscrimination rules for self-insured medical reimbursement plans

Seniors face unique tax situations when they retire, including income from social security, payments from tax-deferred sources and expenses for long-term care. We’ll prepare you to provide the best service to this aging demographic.

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PO Box 8002, Appleton, WI 54912-8002 Phone: 800.558.3402 Fax: 800.747.0001

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