June 2025 TAXPRO Exam
1 CPE for AFSP, EA, CPA, CRTP
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Summary
Millennials (ages 29–44) are balancing student loans, side hustles, digital assets, and evolving workplace benefits—and the tax implications can be complex. From gig income and self-employment tax to employer-provided education benefits and retirement savings hacks like 401(k) student loan matches and HSAs, this generation is rewriting the rules of financial planning. Our in-depth article breaks down the key challenges and smart strategies millennials need to know in 2025.
Objectives
Upon completion of this course, you will be able to:
- Identify issues facing a family with millennial members.
- Explain when employees can exclude employer-provided educational benefits from taxable income.
- Summarize the tax responsibilities of gig workers classified as independent contractors.
Exam Details
Materials will include the Millennials - Workplace Education Benefits, the Gig Economy and Digital Assets 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 June 2026. You have one year from registration to complete the course to earn CPE. Because this is an online education offering, it is nonrefundable.
