Annual Federal Tax Refresher Course

August 6, 2018

12:30 pm - 6:00 pm

2018 San Diego Annual Federal Tax Refresher Course

For Tax Professionals who want to receive the Record of Completion from the IRS, NSTP is now offering the Annual Federal Tax Refresher Course that will satisfy the 6-hour course and test requirement for the new voluntary Annual Filing Season Program (AFSP). To obtain an Annual Filing Season Program – Record of Completion a return preparer must obtain 18 hours of continuing education from an IRS-approved CE Provider. The hours must include the 6 credit hour Annual Federal Tax Refresher course as well as complete 2 hours of Ethics and 10 hours of other federal tax law topics.

After taking the 6-hour course, successfully completing the exam, and the other required continuing education courses in ethics and federal tax law, the participant will receive the Record of Completion directly from the IRS.

In addition to completing the appropriate CE courses, the return preparer must also renew their preparer tax identification number (PTIN) for the upcoming year and consent to adhere to the obligations in Circular 230, Subpart B and section 10.51.

Fast Forward Academy developed the educational materials for this course.

**Note that while Enrolled Agents (EA's) are welcome to take this course they will not receive IRS continuing education credits.**

IMPORTANT INFO

In order to fulfill the Annual Federal Tax Refresher requirement for the Record of Completion:

  • The online exam will need to be completed within seven days after attending this course.
  • The exam is timed and must be completed within 3 hours.
  • The test is a minimum of 100 questions and the passing score is 70%.
  • After successful completion of the exam, Fast Forward Academy will report your hours to the IRS.

Instructor

Nina Tross, EA, MBA

early bird rate, register before April 30, 2018 and save $20.00

San Diego Annual Federal Tax Refresher Course

Rate

Registration

Executive Member $139.00 Call to Register
1 (800) 367-8130
Member $189.00 Register Now →
Non-Member $239.00 Register Now →

Monday, August 6, 2018

Times

Registration 12:00 pm - 12:30 pm
Session Begins 12:30 pm
Break 2:45 pm - 3:15 pm
Session Conclusion 6:00 pm

Hotel: Town and Country San Diego

Hotel: Town and Country San Diego

Experience all that San Diego has to offer with a getaway to Town and Country Resort and Convention Center, located in beautiful Mission Valley. Our San Diego hotel offers accommodations, four restaurants, a day spa, event venues, and more.

The essence of San Diego’s sunny vibe with unexpected fun, activities and premier amenities. Our hotel is conveniently located within walking distance of Fashion Valley Mall and close proximity to all the finest San Diego attractions, including Sea World, the San Diego Zoo, Balboa Park and more. Adventure is around every corner. Play your part at the adjacent 27-hole championship golf course. Explore acres of garden, including award-winning roses within our tropical grounds, offering three sparkling swimming pools, sunning decks and an over-sized whirlpool for everyone to enjoy. Plus our 14,000-square-foot Mediterranean-style Bella Tosca Day Spa, Salon and Fitness Center at our Fashion Valley hotel is dedicated to providing a whole-body well-being experience

Annual Federal Tax Refresher Information

Annual Federal Tax Refresher Course Details

Annual Federal Tax Refresher Course

For Tax Professionals who want to receive the Record of Completion from the IRS, NSTP is now offering a course that will satisfy the 6-hour course and test requirement for the new voluntary Annual Filing Season Program (AFSP). Included are a series of practice test questions similar to those on the online exam. Fast Forward Academy developed the educational materials for this course.

After taking the 6-hour course, successfully completing the exam, and fulfilling the other required continuing education courses of two hours of ethics and ten hours of federal tax law, the participant will receive the Record of Completion directly from the IRS.

This course includes a review of basic individual tax preparation information needed to prepare 2018 returns and tackles some of the most challenging areas for preparers, such as determining entitlement to dependency exemptions for divorced and unmarried parents, the various methods of interest income reporting, and utilizing valuable education credits. Foreign account reporting is discussed, as is the problem of tax related identity theft. Practices, procedures, and professional responsibility requirements mandated by Circular 230 are covered to equip the practitioner with the relevant information needed to complete a successful 2018 filing season. The course content is provided in a lively fashion focusing on real-world solutions to common tax preparation problems and is replete with examples and illustrations demonstrating how to apply the relevant rules.

Upon completion of this course the reader will be able to:

Learning Objectives

  • Recognize the relevant changes affecting 2018 individual tax returns
  • Identify the applicable inflation adjustments and filing thresholds
  • Determine proper dependency exemptions for clients
  • Distinguish potential sources of taxable income and deductible expenses
  • Identify the rules of professional responsibility applicable to preparers

Field of Study: Tax
Course Level: Basic
Prerequisite: None
Delivery Method: Live Course
CE:6 (upon completion of exam)

Expiration: In accordance with IRS policies, access to this course will terminate at the end of the year. Incomplete courses will no longer be accessible or reportable to the IRS beyond the end of the year deadline.

Note that Enrolled Agent's (EA's), while welcome to take the course, will not receive IRS continuing education credits.

IMPORTANT INFO

In order to fulfill the Annual Federal Tax Refresher requirement for the Record of Completion:

  • The online exam will need to be completed within seven days after attending this course.
  • The exam is timed and must be completed within 3 hours.
  • The test is a minimum of 100 questions and the passing score is 70%.
  • After successful completion of the exam, Fast Forward Academy will report your hours to the IRS.
How to take the online exam from Fast Forward Academy
  • Go to their home page, www.fastforwardacademy.com.
  • Click on "Login" in the top right hand corner and when prompted enter your e-mail address and then your zip code as the password.
  • Once logged in successfully you'll be brought to your "Springboard" with your available materials.
  • Click on the blue AFSP box in the middle of the page and it will expand to display your CPE Dashboard with your "Available Course List" directly in the middle of the page. Select the Annual Federal Tax Refresher and complete the exam.
  • Note that this is an "open book" exam so you may have the pdf of the course open as you answer the questions. If you have difficulty accessing your course, please contact Fast Forward Academy at 888-798-PASS (7277).
The program requires these elements to be completed for non-exempt preparers:
  • 18 hours of continuing education from an IRS-approved CE provider, as follows:
    • Annual Federal Tax Refresher course (6 CPE)
    • Passing score of 70% on the Annual Federal Tax Refresher comprehension test
    • Federal Tax Law Topics (10 CPE)
    • Ethics (2 CPE)
  • Have a valid PTIN for the upcoming tax season
  • Consent to adhere to specific practice obligations in Circular 230
The IRS has designated certain tax preparers as exempt from the AFSP program. Those preparers include:
  • Anyone who passed the Registered Tax Return Preparer (RTRP) test administered by the IRS between November 2011 and January 2013.
  • Established state-based return preparer program participants currently with testing requirements.
  • SEE Part I Test-Passers: Tax practitioners who have passed the Special Enrollment Exam Part I within the past two years as of the first day of the upcoming filing season.
  • Other accredited tax-focused credential-holders: The Accreditation Council for Accountancy and Taxation’s Accredited Business Accountant/Advisor (ABA) and Accredited Tax Preparer (ATP) programs.
  • Successful VITA program reviewers and instructors.
If an exempt preparer wishes to participate in the AFSP program and receive a Record of Completion, the requirements are as follows:
  • Take fifteen (15) hours of continuing education from IRS-Approved CE Providers, including:
  • Federal Tax Law Topics (10 CPE)
  • Federal Tax Update Topics (3 CPE)
  • Ethics (2 CPE)
  • Have a valid PTIN for the upcoming tax season
  • Once the requirements are met, the exempt preparer will receive a Record of Completion.

    Administrative Policies NSTP follows strict administrative policies

    Late Registration
    • Registrations must be received no later than 7 days prior to the seminar date.
    • Registrations received after this date will be subject to a $35 late fee.
    Refunds
    • NSTP provides refunds to registrants up to 14 days prior to the date of the course. For those registrants canceling within 14 days prior to the date of the course NSTP will allow attendance at another seminar site. If there are extraordinary circumstances NSTP will allow the participant to attend a future education course. An administrative charge of $25 will be assessed if canceled. For more information regarding refund, cancellation and complaint policies, please contact our offices at 800-367-8130
    Cancellation
    • NSTP reserves the right to cancel any program or course for circumstances that are not under direct control of NSTP. If a course or program is canceled, participants will be refunded 100% of their registration fee.
    Disclaimer
    • Seminar materials and seminar presentations are intended to stimulate thought and discussion and to provide attendees the useful ideas and guidance in the areas of federal taxation and administration. These materials as well as the comments of the instructors do not constitute and should not be treated as tax advice regarding the use of any particular tax procedure, tax planning technique or device or suggestion or any of the tax consequences associated with them.
    • Although the NSTP has made every effort to ensure the accuracy of the materials and the seminar presentation, neither the author, the presenter nor the National Society of Tax Professionals assumes any responsibility for any individual's reliance on the written or oral information presented during the presentation. Each attendee should verify independently all statements made in the materials and during the seminar presentation before applying them to a particular fact pattern and should determine independently the tax and other consequences of using any particular device, technique or suggestion before recommending the same to a client or implementing the same on a client's or on his or her own behalf.
    Attendance Policy
    • Only paid registrants are able to attend seminars. In consideration of your fellow attendees, guests will need to depart before the session begins. The seminar lunch is for paid registrants only and is included in the registration fee.