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Annual Tax Season Update-2020  #292420



Course Details, Learning Objectives, Table of Contents

Credits
CPA 9.0
EA/OTRP 9.0

Course Description
(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.

Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the course (in PDF) and the online exam. Both can be printed.
If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS printed copies of both, sent via USPS or UPS.

Taking the Exam Online
Online exam is included in price and is accessed through your account.
The exam may be started, stopped, then resumed at a later date.
The exam is "open book," it is not timed, and it may be retaken if not passed (no charge).
Results (correct, incorrect answers), and certificate appear once you pass the exam.
CFP Board and IRS CE credits are reported weekly, if applicable.

How To Register Online
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5. If prompted, login (or Create an Account).
6. After checking out, return to "My Account" to view your course and online exam.

Discounts and shipping/handling, if applicable, are added during checkout
Hardcopy courses may also be purchased by phone: 800-588-7039 (Bus./EST)

Online Book, Online Exam Price   $79.00
Hardcopy Book (mailed), Online Exam Price   $99.00

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CFP , CFP®, CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
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