2024 Annual Federal Tax Refresher

Overview

Each year, inflation and new tax laws impact income tax return preparation and planning. This course examines these changes. The Annual Federal Tax Refresher course meets 6 hours of the IRS Annual Filing Season Program requirements, covering new tax laws, updates for the upcoming filing season, a general tax review, and important rules for tax return preparer ethics, practices, and procedures.

Find this course for your license

License or Certification

Regulator

Objectives

apply the inflation-adjusted and other limits to the proper preparation of taxpayers’ income tax returns
describe the Direct File Pilot program
understand the SECURE 2.0 Act requirements applicable to designated Roth account catch-up contributions to employer-sponsored retirement plans for higher paid participants
describe the change in designated Roth account distributions brought about by the SECURE 2.0 Act
identify the types of income that must be recognized
apply the tax rules to the various credits and adjustments to income available to taxpayers
identify the duties and restrictions imposed on tax preparers under Circular 230

Tax Year: 2024

Designed For:

Unenrolled (non-exempt) tax professionals looking to gain the IRS's voluntary AFSP Record of Completion. The course is not intended for EAs, CPAs, or attorneys.

WebCE® is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. For more information regarding WebCE administrative policies such as refunds, cancellations and concerns, please contact Support Services at 877-488-9308.

Course Information

Adding additional credit may change exam requirements.

Prerequisites:	Students should have a general understanding of federal tax law concepts.
Advanced Preparation:	None

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