August 2025 TAXPRO Exam
1 CPE for AFSP, EA, CPA, CRTP
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Summary
Generation X is uniquely positioned between raising children and caring for aging parents—making them a critical audience for tax professionals. This article explores tax planning strategies tailored to Gen X, including retirement savings options, caregiver tax benefits, catch-up contributions, and dependent care credits. Using relatable case studies, it illustrates real-world planning opportunities for Gen X taxpayers and their families. Readers will gain practical insights on maximizing retirement contributions, managing multigenerational support, and navigating employer-sponsored plans and IRAs.
Objectives
Upon completion of this course, you will be able to:
- Identify issues facing a family with Gen X members
- Explain what types of retirement plans might be available to Gen X members
- Summarize some of the tax benefits available to Gen X members caring for parents or grandparents
Exam details
Materials will include the article, printable exam questions for study purposes and the online exam. CPE will be issued after the exam is successfully completed.
Course Year: 2025
Course Level: Basic
Prerequisite: None
Advanced Preparation: None
Deliver Method: QAS Self Study
| CPE Credits | Designation | Field of Study |
|---|
| IRS | 1 | AFSP | Federal Tax Law Topic |
| IRS | 1 | EA | Federal Tax Law Topic |
| NASBA | 1
| CPA | Taxes
|
| CTEC | 1 | CRTP | Federal Tax Law Topic |
| CFP Board | 0 | CFP® | N/A |
How to earn CPE
To receive credit for this article and exam, you must successfully pass the course exam with a score of 70% or better. We also recommend completion of the review questions and feedback provided with the article.
The course and exam will expire one year from the date of purchase.
Registration/cancellation policy
You must be a current Professional or Premium level member to register for this exam. To access this member benefit, register before August 2025. You have one year from registration to complete the course to earn CPE. Because this is an online education offering, it is nonrefundable.
