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ANNUAL FEDERAL TAX REFRESHER (000-AFSP-APX)
Annual Filing Season Program
ANNUAL FEDERAL TAX REFRESHER (000-AFSP-APX)

The 2026 Annual Federal Tax Refresher is an IRS-approved, 6-credit continuing education course designed for non-credentialed tax return preparers who participate in the IRS Annual Filing Season Program (AFSP). This course, covering the...

ONE BIG BEAUTIFUL BILL: SHIFTS FROM 2025 TO 2026 (001-AFSP-APX)
Annual Filing Season Program
ONE BIG BEAUTIFUL BILL: SHIFTS FROM 2025 TO 2026 (001-AFSP-APX)

One year after the statute, the guidance has arrived. New final regulations on tipped occupations, a gift tax safe harbor, automatic penalty relief, a rare mid-year mileage change, and the IRS's first word on artificial intelligence in tax...

CORE CURRICULUM (001-CORE)
02. Core
CORE CURRICULUM (001-CORE)

This is where things get real. This course takes you into the returns most of your clients actually bring in, dependents, credits with income limits, itemized deductions, and situations where the wrong call costs someone money. You'll learn the...

FEDERAL TAX FUNDAMENTALS (001-FUND)
01. Fundamentals
FEDERAL TAX FUNDAMENTALS (001-FUND)

Federal tax fundamentals encompass the basic principles and regulations governing federal taxation in the United States. These include understanding the different types of taxes levied by the federal government, such as income tax, payroll tax,...

MASTERY CURRICULUM (001-MAST)
03. Mastery
MASTERY CURRICULUM (001-MAST)

This is the one that changes how you see every return you'll ever touch. We go deep on the areas where intermediate preparers get stuck, complex Schedule C situations including clients with no records, capital gains across every asset type,...

DUE DILIGENCE AND THE DIRTY DOZEN: PROTECTING YOUR PTIN AND YOUR CLIENTS (002-AFSP-APX)
Annual Filing Season Program
DUE DILIGENCE AND THE DIRTY DOZEN: PROTECTING YOUR PTIN AND YOUR CLIENTS (002-AFSP-APX)

Every filing season, the IRS publishes its "Dirty Dozen" — a list of the tax scams, schemes, and abusive arrangements it considers most threatening to taxpayers and to the integrity of the tax system. The list carries no legal force on its own,...

REVISIONS AND IRS LETTERS (002-MAST)
03. Mastery
REVISIONS AND IRS LETTERS (002-MAST)

In this course, students will learn how to properly handle tax return revisions, amendments, and common IRS notices and letters. We’ll discuss why IRS letters are issued, how to review and respond to them, and the importance of identifying...

WORKING FROM HOME: THE HOME-OFFICE DEDUCTION (003-AFSP-APX)
Annual Filing Season Program
WORKING FROM HOME: THE HOME-OFFICE DEDUCTION (003-AFSP-APX)

More U.S. taxpayers than ever are earning income that permits the deduction of business expenses, and a large share of that income is produced at home. To qualify for a home-office deduction, however, specific and often misunderstood rules must...

MASTERING THE AMENDMENTS (FORM 1040X) (003-MAST)
03. Mastery
MASTERING THE AMENDMENTS (FORM 1040X) (003-MAST)

In this comprehensive masterclass, Mastering the Amendments (Form 1040-X), ProAdvisors will gain the knowledge and confidence to handle amended tax returns with precision and professionalism. This training goes beyond theory, it combines...

MARITAL STATUS AND ITS TAX CONSEQUENCES: ADOPTION, MOVING, AND HOME SALE RULES UNDER OBBBA (004-AFSP-APX)
Annual Filing Season Program
MARITAL STATUS AND ITS TAX CONSEQUENCES: ADOPTION, MOVING, AND HOME SALE RULES UNDER OBBBA (004-AFSP-APX)

Marital status sits at the foundation of nearly every individual return. It determines the filing status available to the taxpayer, the size of the standard deduction, the width of the rate brackets, the phase-out thresholds for dozens of...

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