Annual Federal Tax Refresher (AFTR) Online Workshop – Dec. 8
6 CPE for AFSP, CPA, CRTP
Monday, Dec. 8, 10:30 a.m. - 4:00 p.m. CT
| Premium | Professional | Basic | Not a member |
|
|---|
Workshop with e-book
| $0
| $209
| $265
| $279
|
Register |
Workshop with e-book
and print book
| $41
| $250
| $317
| $333
|
Register |
On-demand workshop
with e-book
| $0
| $209
| $265
| $279
|
Register |
On-demand workshop
with e-book and print book
| $41
| $250
| $317
| $333
|
Register |
Summary
Join our online instructor-led Annual Federal Tax Refresher (AFTR) Workshop – a key component of the IRS’s Annual Filing Season Program (AFSP). Designed for non-credentialed tax return preparers, this program helps you stay current on federal tax law updates while fulfilling part of the continuing education required to earn the IRS AFSP Record of Completion.
Your instructor will guide you through critical tax law changes, offer expert tips, and prepare you for success on the AFTR exam. Earning the Record of Completion grants you limited representation rights before the IRS and helps you stand out in a competitive marketplace.
Objectives
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
- Identify taxpayer information necessary to complete a Form 1040,
U.S. Individual Income Tax Return
- Understand preparer responsibilities in dealings with the IRS and clients
Course Details
Subject matter experts will be available during the workshop to answer your questions. This workshop includes the presentation slides, e-book, access to the workshop recording and the online AFTR exam.
Instructor: Penny Wade-Smith, EA
Course Year: 2025
Course Level: Update
Prerequisite: Basic knowledge of individual taxation
Advance Preparation: None
Delivery Method: Group Internet-Based / QAS Self-Study
| |
CPE Credits |
Designation |
Field of Study |
| IRS | 6 | AFSP | Federal Tax Law Update |
| IRS | 0 | EA | N/A |
| NASBA | 6 | CPA | Taxes
|
| CTEC | 6 | CRTP | Federal Tax Law Update |
| CFP Board | 0 | CFP® | N/A |
How to Earn CPE
To receive credit and to earn the AFSP designation, you must successfully pass the course exam with a score of 70% or better by midnight local time on Dec. 31, 2025 per IRS requirements. The course exam includes 100 randomized multiple-choice questions and must be completed within three uninterrupted hours. You have a maximum of 7 attempts to successfully pass the exam.
Cancellation Policy
Because this is an online education offering, it is nonrefundable.
