​​​​​​​​​​​Annual Federal Tax Refresher (AFTR) Workshop
San Diego, CA - Sept. 9, 2024

6 CPE for AFSP, CPA, CRTP

Register

Premium: $209 | Professional: $209 | Basic: $265 | Nonmember: $279

Summary

Completing the Annual Federal Tax Refresher course (AFTR) is necessary for obtaining an Annual Filing Season Program (AFSP) — Record of Completion. Learning the critical updates for the upcoming 2025 tax season (2024 tax returns), gives tax professionals the knowledge and information to have a leg up over non-credentialed preparers.

This AFTR course covers 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. This course provides the information necessary to pass our AFTR exam and obtain the AFSP — Record of Completion, which is included in the materials. For more information on the Annual Filing Season Program, please visit the IRS’ website​.

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

Schedule

Check-in opens at 10:30 a.m. Workshops start at 11:00 a.m. local time and last until 4:30 p.m.

Location

This is being presented in conjunction with the IRS Nationwide Tax Forum.

Town & Country Resort and Convention Center
Pacific DE
500 Hotel Circle North
San Diego, CA​

Course Details

The corresponding AFTR exam will be available online following the live 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, 2024, per IRS requirements. The course exam includes 100 randomized multiple-choice questions and must be completed within three hours. You have a maximum of seven attempts to successfully pass the exam.

Instructor: Kathryn Keane, EA

​Course Year: 2024
Course Level: Update
Prerequisite: Basic knowledge of individual taxation
Advance Preparation: None
Delivery Method: In Person

CPE Credits Designation Field of Study
IRS6AFSPFederal Tax Law Update
IRS0EAN/A
NASBA6CPATaxes
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.

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