ONLINE ANTI-MONEY LAUNDERING COMPLIANCE TRAINING

Protect yourself and your business by investing in anti-money laundering training that increases the understanding of the the anti-money laundering (AML) rules and guidelines as they pertain to various industries including, banking, insurance, financial planning, securities, gaming organizations, and more. AML compliance training from WebCE is the fast, easy, and affordable way to complete AML compliance requirements. Our comprehensive catalog of AML training courses are designed by industry experts and always up-to-date.

Need AML training for yourself?

AML compliance training from WebCE is the fast, easy, and affordable way to complete your AML compliance requirements. WebCE offers a comprehensive catalog of AML training courses, each designed by industry experts and always up-to-date. WebCE's AML compliance courses can be taken by a variety of professionals in the following industries: banking, insurance, financial planning, securities, gaming organizations, and more.


WebCE's convenient, online AML training includes interactive and traditional self-study courses with the most up-to-date industry information available. Our anti-money laundering courses can be taken for in-house compliance training, or they may be combined with and some used for insurance CE, CFP® Certification CE, Firm Element credit, and more.

 

 

Order AML Training Courses

 
  • Designed by industry experts and always up-to-date
  • Comprehensive catalog of anti-money laundering courses
  • Courses can also be used for insurance CE, CFP® CE, and Firm Element
  • 98% of customers recommend our courses to others!

AML Course Feedback from WebCE Customers

  • WebCE made a complicated subject very easy to understand. I enjoyed this course for its importance in the industry and enjoyed learning the AML more clearly.

    —Antoinette G., New Jersey
  • I have used WebCE many times. It is always precise and educational. This is the only website I will use for CE Credits. Thank you.

    —Nancy M., Georgia

ANTI-MONEY LAUNDERING TRAINING SOLUTIONS FOR BUSINESSES

The WebCE Experience

At WebCE, we not only strive to forge solutions that create connections with our students, we also strive to support professionals as professionals by giving them the essentials they need to succeed in that career for years to come. All of our courses contain quality, engaging content written by industry experts, so your business not only gets the training it needs for compliance, but also has the training that teaches how to prevent and report anti-money laundering.

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How to Become a Tax Preparer

by Madison Barnes | Jun 28, 2022
How To Become a Tax Preparer

Taxes can be complicated. There are numerous laws and regulations that govern them, and it is important to have a thorough understanding of these rules. Tax preparation is an important and much needed service, so it is no surprise that careers in this field are becoming increasingly popular.

What is a Tax Preparer?

More than half of all taxpayers and businesses use a tax preparer to help them navigate tax laws when filing their tax return. Taxpayers trust these tax professionals with the most personal and sensitive details of their financial life - their marriage, their income, their children and their social security number. Because of this, tax preparers have to have a comprehensive understanding of tax laws and regulations to offer recommendations and advice on tax management and planning. 

Benefits of Being a Tax Preparer

There are many benefits to becoming a tax professional. Most individuals are required by law to file taxes, and as the rules and regulations become increasingly complicated people are turning to professionals for help more than ever.

A career in tax preparation services can offer stability, flexibility, and a high earning potential. Helping individuals and businesses navigate their taxes can be highly rewarding, and tax preparers are often viewed as a trusted source and advisor by their clients.

Becoming a Tax Preparer

Obtain a Tax Preparer Identification Number

If you plan to prepare taxes for profit, the first step is to obtain a Preparer Tax Identification Number (PTIN) from the IRS. For information on how to apply for a PTIN and what is required to get started, visit the IRS website.

Do I Need a License to Prepare Tax Returns?

Most states do not require a tax preparer license, but in order to represent clients to the IRS, preparers must be credentialed as Certified Public Accountants (CPAs), Enrolled Agents (EAs) or Tax Attorneys. However, some states require additional credentials to prepare taxes. These states include:

  • California
  • Connecticut
  • Illinois
  • Maryland
  • Nevada
  • New York
  • Oregon

It is important to always check specific state requirements before beginning a career in tax preparation.

IRS Annual Filing Season Program

While most tax preparers don’t have to have a credential to prepare taxes, it is important to have a foundation of knowledge, tax laws and tax software to be able to assist clients in filing their taxes. The IRS created the Annual Filing Season Program (AFSP), a professional education program for non-credentialed tax preparers, to increase the competency and knowledge of tax preparers through annual continuing education (CE) courses.

After a tax preparer completes the requirements for the Annual Filing Season Program, they will receive a Record of Completion (AFSP-RoC). Tax preparers can present or display their Record of Completion to their clients and in their marketing.

By earning your AFSP – Record of Completion, you will:

  • refresh your knowledge with the latest tax updates and changes
  • differentiate yourself from other unenrolled preparers
  • become more discoverable through the IRS’s Federal Tax Return Preparers directory
  • increase your marketability to clients and offer more services like representation
Tax professionals with an AFSP-RoC also receive limited representation rights. This means they can represent their clients before certain IRS employees including the IRS’s customer service representatives and revenue agents. Credentialed tax professionals (including CPAs, EAs, and attorneys) continue to be the only return preparers with unlimited representation rights with the IRS, including with appeals, audits, and any payment issues.

Without an AFSP-RoC, a non-credentialed return preparer cannot represent clients before any IRS employees on any matter.

Tax Preparer Continuing Education

At WebCE, we know education is an important part of professional development. After all, we specialize in it! Completing professional education through online courses written by industry experts can increase your competency in tax preparation and help you stand out from the competition by earning credits to obtain the AFSP-RoC.

Our Tax CE catalog includes a variety of tax training courses such as the Annual Federal Tax Refresher (AFTR) course, tax ethics, tax law updates, CTEC CE, and more. With tax preparer CE courses from WebCE, you can trust you are receiving the latest information at the best price. We offer superior online courses designed to help professionals, and we have a team of world-class live support professionals to help along the way!