​​​​​Annual Federal Tax Refresher (AFTR) Workshop
National Harbor, MD - July 8, 2019

6 CPE for AFSP, CRTP

Register ​​

Premium: $159 | Professional: $159 | Basic: $201 | Nonmember: $212
Check my membership level.

Summary

Earning the Annual Filing Season Program (AFSP) - Record of Completion gives tax preparers the right to discuss client tax information before IRS employees rather than only being able to request information. During our live Annual Federal Tax Refresher (AFTR) Workshop, your instructor will provide tips and discuss the changes to the complex topics you need to know to pass the AFTR exam.

Upon completion of this course, the tax professional will be able to:

  • Recognize new law provisions effective for the current tax year.
  • Apply new law provisions and updated limitations as appropriate for the benefit of the taxpayer.
  • Identify basic taxpayer information necessary to complete​ an average taxpayer's Form 1040.
  • Identify preparer responsibilities in dealings with the IRS.
  • Identify preparer responsibilities in dealings with clients.

Schedule

Check-in opens at 11:30 a.m. Workshops start at 12:00 p.m. local time and last until 5:30 p.m.

Location

Gaylord National Hotel and Convention Center
201 Waterfront Street 
National Harbor, MD 20745 ​​
877-382-7299​
Room: National Harbor 10

Course Details

The corresponding AFTR exam will be available online following the live workshop. The exam is a 3-hour timed 100 question exam with unlimited attempts to pass. CPE is awarded after the online exam is successfully completed with a score of 70% or better.

Instructor: Laura Strombom, EA, MBA

​Course Year: 2019
Course Level: Federal Tax Refresher
Prerequisite: Basic knowledge of federal income taxation
Advance Preparation: None
Delivery Method: Group-Live

CPE Credits Designation Field of Study
IRS6AFSPFederal Tax Law Update
IRS0EAN/A
NASBA0CPAN/A
CTEC6CRTPFederal Tax Law Update
CFP Board0CFP®N/A

​Cancellation Policy
To cancel your registration, you must notify Member Services at least 48 hours before the workshop date to receive a refund. A fee of $25 will be withheld from your refund. No refunds will be granted within 48 hours of the workshop. Registration substitutions are accepted, provided the transferee pays any applicable fee difference.

​​
eweb keepalive image