Annual Tax Season Update-2020 #292420
Course Details, Learning Objectives, Table of Contents
(scroll down to order)
Course publication/revision date: This course was published 2/3/2020 (It covers federal individual tax returns reflecting 2019 income (2020 filing season)).
This course does not qualify for the Annual Filing Season Refresher Course (AFTR) requirement.
Each year, various limits affecting income tax return preparation and tax planning are changed to account for the effects of inflation. In addition, the Tax Cuts and Jobs Act of 2017 significantly affects tax planning and income tax liability for many taxpayers. This course will examine many of those changes.
The Annual Tax Filing Season Update course discusses new tax law and recent updates for the 2020 filing season, provides a general tax review, and examines important rules governing tax return preparer ethics, practices and procedures.
The newly enacted Secure Act (Setting Every Community Up for Retirement Enhancement Act of 2019) is also covered.
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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