Become a Valued Member of myCPE Professionals Community
Trusted by 250,000+ Professionals
5.0
"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
5.0
"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
5.0
"It is what it advertised to be”
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
5.0
"Great customer service”
Great customer service. Classes are pertinent. Great value
Become a Valued Member of myCPE Professionals Community
Trusted by 250,000+ Professionals
5.0
"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
5.0
"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
5.0
"It is what it advertised to be”
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
5.0
"Great customer service”
Great customer service. Classes are pertinent. Great value
Steve
1/4
Subscribe Now at $199/ 12 Months
Topic of Interest
Select the topics of your interest to receive Webinars/Virtual Events/E-Books/Podcasts of your interest.
Not found
Selected Topics
Important: Course Deactivation Alert
Below mentioned Courses will be deactivated soon due to outdated content. Complete the course within the next 7 days to receive credits. After Expiry date, the course will be unavailable for credit. For assistance or inquiries, please contact our support team at support@my-cpe.com.
Before starting this self study program, please go through the instructional document.
Course Description
Course Qualification
Presenter
FAQ
Course Description
Overview
Introduction to the Course
1 mins
Domain 1 - New Tax Law/Recent Updates
2 mins
Domain 2 - Covering topics 2.1 - 2.8
34 mins
Domain 3 - Covering Topics 3.1 - 3.7
250 mins
What may an unenrolled return preparer not do?
300 mins
Course Description
This AFTR course is a high-level, basic 1040 “refresher” course focusing on tax law and preparing 2025 individual tax returns. The 6-hour Annual Federal Tax Refresher (AFTR) Course includes 3 hours of exams containing 100 questions, which were first introduced by the IRS in 2015 as a part of the Annual Filing Season Program. This course is necessary for non-credentialed tax preparers (preparers that are not CPAs, EAs, CFPs, and Attorneys) who want to obtain the IRS Annual Filling Season Program (AFSP) - Record of Completion.
It has been designed to encourage non-credentialed tax preparers to be aware of the latest legislation changes regarding tax law. This 2024 Annual Federal Tax Refresher course is designed to meet the IRS Annual Filing Season Certificate program requirements. It discusses new tax laws and recent updates for the upcoming filing season, provides a general tax review, and examines important rules governing tax return preparer ethics, practices, and procedures.
This AFTR Course must be taken together with the test to earn the IRS Record of Completion. It will be an open-book exam, so you can access the reference material while attending the 3-hour exam. All topics in each of the three domains highlighted in the ‘Annual Federal Tax Refresher Course Outline’ document have been tested.
To qualify, the 100-question test administered over three hours must be completed before the 31st of December 2024 in preparation for the 2025 financial year. Once this 6-hour AFTR course is completed, attendees will be issued a Record of Completion that they can display and use to differentiate themselves in their professional careers. If we talk about representation rights, unenrolled return preparers with a valid PTIN and who hold a record of completion for BOTH the tax return year under examination and the year the examination is conducted may represent under the following conditions: Unenrolled return preparers with the necessary record(s) of completion may represent tax-payers only before revenue agents, customer service representatives, or similar officers and employees of the Internal Revenue Service (including the Taxpayer Advocate Service).
Please note that Enrolled Agents can take the AFTR course but cannot receive IRS CE Credits for the course. Please refer to the provided link for more information on professionals eligible to take the AFTR Course.
Exam Instructions
You will get a total of 4 chances, to clear the exam. After that, you cannot register or attempt an exam again.
Please note that if the timer runs out and you have not clicked on Submit button, then your attempt will be counted but you will not be able to receive the score for the exam.
During an exam, if an attendee closes the browser window, then your exam progress will not be saved and you have to start the exam again.
Elevate Your Tax Expertise with myCPE Exclusive Packages!
Don't miss this opportunity to enhance your tax expertise! ENROLL NOW
Learning Objectives
Discuss how to apply the inflation-adjusted and other limits to the proper preparation of taxpayers’ income tax returns.
Identify the types of income that must be recognized.
Identify the principal individual income tax changes brought about by recent legislation.
Recognize the federal income tax filing statuses and the criteria for their use.
Describe the current status of tax extenders.
Know how to apply the tax rules to the various credits and income adjustments available to taxpayers.
Recognize the penalties that may be imposed on a preparer for failing to meet ethical and practice standards in preparing tax returns with the consequences of not following them.
Review the duties and restrictions imposed on tax preparers under Circular 230 and Schedule C.
MY-CPE offers a comprehensive AFTR course for tax professionals looking to stay current with tax laws and regulations. Our annual federal tax refresher (AFTR) course is designed to meet IRS requirements, ensuring you stay compliant and knowledgeable. Take the IRS AFTR course online through our user-friendly platform, featuring expert-led content that simplifies complex tax topics. Enhance your professional development with MY-CPE’s trusted and convenient courses. Our seamless navigation and focused curriculum make it easy to fulfill your continuing education needs. Choose MY-CPE for your AFTR course and advance your tax career.
Course Qualification
Webinar Qualifies For
6 CE Credit for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-A-02042-24-S)
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
Jason Dinesen (LPA, EA) is an entrepreneur, tax expert, and CPE Presenter. Dinesen brings over 15 years of experience helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries. Dinesen is a regular CPE Presenter at MYCPE ONE. He has coached more than 200k+ accounting, taxes, and HR professionals on various topics of accounting, individual taxation, corporate taxation, and professional ethics. Jason has developed a strong following within the professional community for tax-related subjects. Dinesen is known for sharp tax interpretations, and he quickly brings his analysis of the latest tax updates and IRS guidance to the professional community.
Unlike some other accounting firms, when Dinesen Tax & Accounting, P.C. says we offer personal service, we mean it. When you come to us with your tax preparation needs, you’ll deal directly with our owner and president, Jason Dinesen. We don’t put administrative staff in the middle of you and our tax expert. That means you’ll always have first-hand knowledge of where things stand, and important information won’t slip through the cracks. We welcome all clients, but especially individuals who want the benefits of a long-term relationship with an accounting firm capable of handling anything that might come along with their taxes. We give all our clients the time, attention, and convenience they should expect. If you have a challenging professional or personal schedule, Jason will accommodate you by meeting whenever – and wherever – works best for you.
Faq
FAQs content
To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
For Refund and Complaint Resolution Policy, CLICK HERE.
Great overview and updates on changes for the current year. Jason does a great job with thorough examples and great explanations.
Although some of the answers did not make sense.
I had one question that only had three answers to select from with 4 dots available and question #61 about Social Security wage base limits listed the appropriate amounts for 2021 - 2023 but the question was about 2024 - the answer would have been $168,600 but that was NOT an option so I selected the next closest answer of $168,000.
BMH
Barbara M Hill, AFSP
Oct 24th, 2024
Jason Dinesen, is an amazing professional, listening all his explanation for the AFTR help me to understand and pass the test on the second attempt. I am getting ready to be an Enroll Agent, he definitely will be a great help to me.
Thank you so much MYCPE program and in special a Jason Dinesen.
Will hear from you next year.
GT
Gail Trudeau, AFSP, EA
Sep 19th, 2024
I passed the test the 1st time. I would have liked a higher score, but it shows it is doable. The course was good, the material was presented well by Jason and the contents made it easy to review certain sections. Thanks
FM
Felicia Morris, AFSP
Dec 7th, 2024
This AFSP Course was one of the best I've taken. Although the videos were always interesting to watch, the presenter gave concise examples and often reiterated important points that applied to the exam.
BC
Brian Canter, AFSP
Sep 14th, 2024
The instructor Jason is my favorite on MyCPE. he has a good sense of humor, presents the material in an easy to understand manner, gives real life examples, and covers everything asked on the quiz.
Experience MYCPE ONE at its best! Upgrade your browser for a more interactive, user-friendly interface, and stay ahead in your professional development journey.
-1718644847.webp)
