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2024 Annual Federal Tax Refresher Course - Orlando

Your Course Price: $289.00
CPE Credits
No CPE
Date
Monday, July 29, 2024
Course Time
11:00am - 04:30pm
Advanced Preparation
None
Course Level
Basic
Prerequisite
None
IRS CPE
NASBA CPE
None
CTEC CPE
None
Instructor
Nina Tross MBA, EA
Course Description

The 6 CPE available for completing this course is reported to Fast Forward Academy.

The Annual Federal Tax Refresher (AFTR) course is a 6-hour course accompanied by a 3-hour, 100 question exam. It was first introduced by the IRS in 2015 as part of the Annual Filing Season Program (AFSP), which is intended to recognize tax return preparers who voluntarily enhance their knowledge and improve their competency through continuing education.

The AFTR course is required for non-exempt tax return preparers who wish to participate in the Annual Filing Season Program. Along with the AFTR, non-exempt preparers must complete 2 hours of Ethics and 10 hours of Federal Tax Law courses to earn the AFSP Record of Completion. All AFSP requirements must be completed prior to midnight on December 31st of each year. By completing the AFTR course and earning the AFSP Record of Completion, non-exempt preparers gain the ability to represent clients whose returns they prepared during an examination by the IRS.

The 2024 AFTR course consists of 3 domains:

Domain 1 - New Tax Law/Recent Updates

Domain 2 - General Review

Domain 3 - Practices, Procedures, and Professional Responsibility

AFTR EXAM INFORMATION

  • 100 question, multiple-choice examination
  • 3 hour duration
  • Open book
  • Must be completed by December 31, 2024
Learning Objectives

Note that the AFTR Test Parameters have been revised. Please consider each section of the test requirements carefully.

  • In addition to the 6-hour AFTR course, there will be a 3-hour maximum, timed continuous test. A clock displaying the remaining time will be utilized.

  • Each AFTR test must contain at least one question for each topic on the AFTR course outline. A test reconciliation is required to ensure all topics are tested, and there are test bank requirements for every third test attempt.

  • The test is limited to a maximum of 10 lookup questions. Lookup questions ask for a form number, schedule, line number, or statutory amount and add little educational value. Lookup questions require the student to do nothing more than look up the answer and can generally be answered without reading or understanding the course material.

HOTEL INFORMATION: 
Hilton Orlando

6001 Destination Parkway
Room # TBD
Orlando, FL 32819

Link to website: https://thehiltonorlando.com/

FAQ

To receive the member price, first log into your member account. Your member discount will then be automatically applied. We can also take your registration by phone.

Your registration confirmation will be emailed to you when your payment is processed. During our busy season, this can take up to 2-3 business days after we receive your registration.

Check your SPAM folder for the email. To prevent SPAM filters from blocking our emails please add taxes@nstp.org to your address book or safe senders list. For more information, click How to Whitelist an Email Address or Email Whitelist Instructions.

Yes. If you have a PTIN on file with us, we will submit your hours. To insure we have your correct info, please provide your PTIN when you register for a course. Please notify us if you have recently submitted a name change request to the IRS.

Your certificate will be emailed to you within 10 business days of the completion of the course.

Technical Information: Annual Federal Tax Refresh
Annual Federal Tax Refresh Registration
  • Each individual taking the live stream or webinar must register under their own name and unique email. The course link will be sent to the email of the registrant. One participant only per email.
Test your System first
  • NSTP is not tech support, we will send you to either of these sites before further troubleshooting your technical issue.
  • Before attending a Annual Federal Tax Refresh, YOU MUST review our System Requirements below and test your system. Please test on the device, browser, and network you will be using when attending a webinar.
BigMarker
BigMarker System Checker
Zoom
Zoom System Checker
Need Help?
Zoom Help Center
CPE: Pop-ups and Polling Questions
  • If you are a Dial-in user, you must ALSO have a screen to view and respond with, or you will not earn CPE.
  • Each participant must click on the pop-ups or answer the poll questions that appear on the screen during the live stream or webinar. Failure to do so will result in no CPE being awarded for that live-stream or webinar.
About Annual Federal Tax Refresh
  • Annual Federal Tax Refresh presentations are conducted online and are interactive visual and audio presentations.
  • There is no support to earn Annual Federal Tax Refresh CPE by listening on a phone only. Listening (without video) will not supply the required opportunity to click on pop-ups or polling questions.
Administration: Annual Federal Tax Refresh
Annual Federal Tax Refresh Refunds
  • Once your registration confirmation is emailed, due to the proprietary materials and content of each NSTP course, Annual Federal Tax Refresh orders are NOT ELIGIBLE for refund, cancellation, or transfer to another NSTP course.
Annual Federal Tax Refresh Changes
  • Course changes are not available for Annual Federal Tax Refresh.
Annual Federal Tax Refresh 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 cancelled, participants will be transferred to another similar course or refunded 100% of their registration fee.
Annual Federal Tax Refresh Disclaimer
  • Annual Federal Tax Refresh materials and Annual Federal Tax Refresh presentations are intended to stimulate thought and discussion and to provide attendees 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 tax procedure, tax planning technique, 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 device, technique, or suggestion before recommending the same to a client or implementing the same on behalf of a client, or on the attendee’s own behalf.
  • Annual Federal Tax Refresh materials & presentations are fully protected under copyright law. Any attempt to copy for resale, distribution, or use other than personal use for tax preparation will be fully prosecuted of the law.
Annual Federal Tax Refresh Attendance Policy
  • Only paid registrants can attend seminars. In consideration of your fellow attendees, guests will need to depart before the session begins.
More Information For more information regarding refund, cancellation, and complaint policies, please contact our offices at 1(800) 367-8130.