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2021 Annual Federal Tax Refresher Course

Course Price: $239.00
CPE Credits
6
Date
September 1, 2020
Course Time
12:00 AM
Advanced Preparation
None
Course Level
Beginner
Prerequisite
None
IRS CPE
N/A
NASBA CPE
N/A
CTEC CPE
N/A
Instructor(s)
Nina Tross MBA, EA

Course Description

This 6-hour AFTR course provides a comprehensive review of the Tax Cuts and Jobs Act passed by Congress on December 22, 2017. Stay ahead of the curve in a competitive tax preparation environment with this course covering all of the essential developments impacting individual tax returns during the upcoming 2020 filing season. This course also includes a review of basic individual tax preparation information needed to prepare 2020 returns. 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 2020 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.

Learning Objectives

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

  • Identify the major provisions of the TCJA affecting individual tax returns
  • Recognize the relevant changes affecting 2020 individual tax returns
  • Identify the applicable inflation adjustments and thresholds affecting 2020 individual tax returns
  • Distinguish potential sources of taxable income and deductible expenses
  • Identify the rules of professional responsibility applicable to preparers and preparer penalties
Administration 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 7 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.
Walk-In
  • We do not accept walk-in attendees. Payment must be received in advance of the class. Classes may not be retaken without payment.
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.