Annual Tax Season Update-2020 #292419
Course Details, Learning Objectives, Table of Contents
(scroll down to order)
Course publication/revision date: This course was published 6/4/2019 .
This course does not qualify for the Annual Filing Season Refresher Course (AFTR) requirement.
Each year, income tax return preparation must take into account inflation-related changes to various limits and new tax laws. This course will look at those changes and new laws. The 2020 Annual Tax Season Update course is designed to provide valuable information to persons preparing individual 1040 income tax returns reflecting clients’ 2019 income. The course a) examines the Tax Cuts and Jobs Act of 2017 and changes in various limits that reflect inflation, b) provides a general tax review, and c) discusses important rules governing tax return preparer ethics, practices and procedures.
Course, Credit, Sponsor Information
Open link (above): Course Details, Learning Objectives, and Table of Contents.
Author: Paul J. Winn, CLU, ChFC
Subject Area: CFP Board, NAPFA, NASBA (CPA): Taxes; IRS (EA, OTRP): Federal Tax Law Update.
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CFP Board and IRS CE credits are reported weekly, if applicable.
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