September 2023 TAXPRO Exam
1 CPE for AFSP, EA, CRTP
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Summary
Due to the passage of recent legislation, work-sponsored retirement plans and Individual Retirement Arrangements (IRAs) are undergoing a transformation. Several interesting and innovative items are in effect for 2023 and others are materializing over the next couple years. Some of the provisions may have a negative impact on certain clients, while other provisions will provide opportunities. Tax professionals who understand the changes taking place will be able to have meaningful conversations with their clients, thereby providing additional consulting or planning revenue.
Exam Details
Materials will include the SECURE 2.0 Enhancing Retirement Savings and Plans article, printable exam questions for study purposes and the online exam. CPE will be issued after the exam is successfully completed.
Course Year: 2023
Course Level: Overview
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 | 0 | CPA | N/A |
| 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 2024. You have one year from registration to complete the course to earn CPE. Because this is an online education offering, it is nonrefundable.
