​​​​​Annual Federal Tax Refresher (AFTR) Online Workshop - Dec. 3, 2021

Friday, Dec. 3, 11:30 a.m. - 5:00 p.m. CT

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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 this online workshop, your instructor will cover federal tax law topics in three domains: new tax law/recent updates; general review; and practices, procedures and professional responsibility. To engage in limited practice, an unenrolled preparer must agree to adhere to the practice requirements of Circular 230, Subpart B and Section 10.51. Learn the changes to the complex topics, along with tips and the necessary information to pass the examination and obtain the AFSP - Record of Completion on your first attempt.


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

Course Details

The corresponding AFTR exam will be available following the workshop. To receive credit 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, 2021 per IRS requirements. The course exam includes 100 randomized multiple-choice questions and must be completed within three hours. You have a maximum of 6 attempts to successfully pass the exam.

Instructor: Kelly Lent-Paul, EA, CFP®

​Course Year: 2021
Course Level: Basic
Prerequisite: None
Advance Preparation: None
Delivery Method: Group Internet Based

CPE Credits Designation Field of Study
IRS6AFSPFederal Tax Law Update
CTEC6CRTPFederal Tax Law Update

​Cancellation Policy

​Because this is an online education offering, it is nonrefundable.

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