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​​1040 Workshops

Before tax season starts up, it's important for you to get up to speed on the l​atest tax law updates. With our 1040 Update workshops, held across the nation, you'll be able to:

  • Take a break from the office
  • Earn CPE
  • Return ready to take on the upcoming tax season

Day 1 - The Essential 1040®

8 CPE Credits for AFSP, CPA, CRTP, EA
6 CPE Credits for CFP® (No ethics available for CFP®)

Attend this comprehensive workshop and 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.

Bonus Items

Essential 1040 attendees will receive a free on-demand webinar in January that provides pertinent information to prepare you for tax season. Pass the corresponding exam for 2 credits!

With these courses, you'll receive:

  • January on-demand webinar covering any last minute tax law changes
  • 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 Credits 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—tax impacts of having a child and principal residence tax issues.

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