AFSP Training

TAX PREPARERS GONE BAD – VOLUME 1

Retail: $69.95

This 2 Credit Hour Course focuses on specific cases of Tax Preparers Gone “Bad”. Your instructor, Arthur Reed, MBA, CPA, MST analyzes tax fraud cases that have hit the headlines. He will then relate the violations to the IRS Circular 230 publication.

In some cases the tax preparer’s violations went on for years, and it is amazing that the frauds went on as long as they did. Not only will this course cover the specifics of the fraud cases, it will provide important ethics updates for tax preparers. Also covered is the TIGTA report, EITC ethical issues, IRS bulletin 2017-35 and an overview of penalties.

All hours are documented and any exams are graded in real time. Once successfully completed, Lambers Review will send the data file to the IRS based on your PTIN to report CE credits on your behalf. 


2020 TAX PRIMER 

Retail $349.95

This 8 hour course will provide a thorough review of all four portions of the Tax Cuts and Jobs Act Bill (H.R.1.) while also explaining the provisions that have changed for 2020. This course will also provide a summary description of all provisions referenced in the Tax Cuts and Jobs Act for each of the primary sections and will identify which sections changed for 2018 and which were updated for 2020. This course will cover the following topics:

  • Individual Tax Reform
  • Business Tax Reform
  • Exempt Organizations
  • International Tax Provisions

8 Credit Hour Video Based Course All hours are documented and any exams are graded in real time. Once successfully completed, Lambers Review will send the data file to the IRS based on your PTIN to report CE credits on your behalf.

INDIVIDUAL FILING REQUIREMENTS

Retail: $69.95

This 2 hour course is taught by Andrew Clark, EA. When filing a federal income tax return, it is very important to know who is actually required to file a return and the criteria surrounding the filing of a federal income tax return. Due to the inclusion of the Tax Cuts and Jobs Act into law, filing requirements for individual taxpayers have been drastically altered. This course will focus on the updated filing requirements surrounding individual taxpayers across all filing types. Additionally, this webinar will go into detail regarding the updated basic standard deduction, additional standard deduction, personal deduction, and penalty amounts. Finally, this webinar will go over the filing of a deceased taxpayer’s federal income tax return and the treatment of decedent income.


2021 ANNUAL TAX REFRESHER COURSE AFTR (NON-CREDENTIALED/NON-EXEMPT)

Retail $199.95

Lambers Review offers one of a kind online self-study video courses to meet all your IRS Continuing Education needs. The convenience of our courses are second to none and are the only self-study videos on the market today. Play, skip, rewind, pause and come back later… Study anytime, anywhere, 24/7! No need to attend an expensive, time consuming live seminar. You get your CE credits on your time. The Lambers Annual Tax Refresher Course (AFTR) will prepare you to pass the included 100 question final exam. Your professor, Eva Rosenberg, EA walks you through all the topics needed to successfully complete the IRS Annual Filing Season Program (AFSP). Course includes over 6 hours of video instruction and corresponding 100 question final exam. This course counts for 6 Hours of CE Credit. 

This 6 credit hour course walks you through all the topics needed to successfully complete the IRS Annual Filing Season Program (AFSP)

This course will cover the following topics: 

Domain 1 - New Tax Laws and Recent Updates

1.1 Annual Inflation Adjustments
1.2 - 1.10 Various Updates
1.11 Current Status of Extenders

Domain 2 - General Review

2.1 Taxability of Earnings
2.2 Schedule B - Part I through Part III
2.3 Retirement Income
2.4 Roth - No Recharacterization
2.5 Alimony - Pre and Post 2018
2.6 Schedule C - Profit or Loss from Business (Sole Proprietorship)
2.7 Schedule D and Form 8949
2.8 Standard Deductions
2.9 Schedule A - Itemized Deductions
2.10 Tax Credit Eligibility
2.11 Overview Topics
2.12 Withholding and Estimated Taxes
2.13 Balance Due and Refund Options
2.14 Tax Return Due Dates & Extensions

Domain 3 - Practices, Procedures and Professional Responsibility

3.1 Tax Related identity theft
3.2 Safeguarding Taxpayer Data
3.3 Taxpayer Identification Numbers
3.4 Preparer Penalties
3.5 Due Diligence in Preparing Returns
3.6 E-File Requirements
3.7 Annual Filing Season Program

All hours are documented and any exams are graded in real time. Once successfully completed, Lambers Review will send the data file to the IRS based on your PTIN to report CE credits on your behalf. 


Course curriculum

  • 1

    Tax Preparers Gone Bad: Volume 1

    • Universal Accounting and Lambers CPE Courses

    • Lesson 1: Course Overview

    • Tax Preparers Gone Bad: Volume I - Course Objectives

    • Lesson 1: Pop Quiz Qestion

    • Lesson 2: Review IRS Circular 230

    • Review IRS Circular 230

    • Lesson 2: Pop Quiz Question

    • Lesson 3: Review IRS Bulletin 2017-35 and several criminal cases

    • Lesson 3: Pop Quiz Question

    • Lesson 4: Review IRS TIGTA Report and IRS Form 8867

    • IRS TIGTA Report

    • IRS Form 8867

    • Lesson 4: Pop Quiz Question

    • Lesson 5: ETIC - Earned Income Tax Credit Issues

    • Lesson 5: Pop Quiz Questions

    • Lesson 6: Penalty Overview and Wrap-Up

    • Glossary:

    • Tax Preparers Gone Bad Final Exam

    • Student Evaluation

  • 2

    2020 Tax Primer

    • 2020 Tax Primer - Course Objectives

    • 2020 Tax Primer Lesson 1: Reduction and Simplification of Individual Income Tax Rates

    • 2020 Tax Primer Lesson 2: Treatment of Business Income of Individuals, Trusts, and Estates

    • 2020 Tax Primer Lesson 3: Simplification and Reform of Family and Individual Tax Credits

    • 2020 Tax Primer Lesson 4: Simplification and Reform of Deductions and Exclusions

    • 2020 Tax Primer Lesson 5: Simplification and Reform of Savings, Pensions, Retirement

    • 2020 Tax Primer Lesson 6: Alternative Minimum Tax

    • 2020 Tax Primer Lesson 7: Elimination of Shared Responsibility Payment for Individuals Failing to Maintain Minimal Essential Coverage

    • 2020 Tax Primer Lesson 8: Individual Tax Reform: Other Provisions

    • Lessons 1-8 Slide Review

    • 2020 Tax Primer Lesson 9: Tax Rates

    • 2020 Tax Primer Lesson 10: Cost Recovery

    • 2020 Tax Primer Lesson 11: Small Business Reforms

    • 2020 Tax Primer Lesson 12: Reform of Business Related Exclusions, Deductions, etc.

    • 2020 Tax Primer Lesson 13: Reform of Business Credits

    • 2020 Tax Primer Lesson 14: Energy Credits

    • 2020 Tax Primer Lesson 15: Bond Reforms

    • 2020 Tax Primer Lesson 16: Insurance

    • 2020 Tax Primer Lesson 17: Compensation

    • 2020 Tax Primer Lesson 18: Business Tax Reform: Other Provisions

    • Lessons 9-18 Slide Review

    • 2020 Tax Primer Lesson 19: Unrelated Business Income Tax

    • 2020 Tax Primer Lesson 20: Excise Taxes

    • 2020 Tax Primer Lesson 21: Requirements for Organizations Exempt from Tax

    • Lesson 19-21 Slide Review

    • 2020 Tax Primer Lesson 22: Establishment of Participation Exemption System for Taxation of Foreign Income

    • 2020 Tax Primer Lesson 23: Rules Related to Passive and Mobile Income

    • 2020 Tax Primer Lesson 24: Modifications Related to Foreign Tax Credit System

    • 2020 Tax Primer Lesson 25: Modification of Subpart F Provisions

    • 2020 Tax Primer Lesson 26: Prevention of Base Erosion

    • 2020 Tax Primer Lesson 27: Provisions Related to the Possessions of the United States

    • 2020 Tax Primer Lesson 28: Other International Reforms

    • Lessons 22-28 Slide Review

    • 2020 Tax Primer Quiz Questions

    • 2020 Tax Primer Glossary

    • 2020 Tax Primer Exam

    • CPE Student Evaluation

  • 3

    2020 Individual Filing Requirements

    • Introduction

    • Lesson 1: Who is Required to File a Tax Return?

    • Lesson 2: Tax Return Requirements

    • Lesson 3: Overview of Filing Statuses: Single and Head of Household

    • Lesson 4: Overview of Filing Statuses: Married Filing Jointly

    • Lesson 5: Overview of Filing Statuses: Married Filing Separately and Surviving Spouse

    • Lesson 6: Overview of the Standard Deduction

    • Lesson 7: Filing Requirements for Individual Taxpayers

    • 2020 Individual Filing Requirements Course Slides

    • Individual Filing Requirement Quiz

    • Tax Courses Glossary

    • 2020 Individual Filing Requirements Exam

    • Student Evaluation

  • 4

    2021 Annual Federal Tax Refresher

    • UA Courses AFTR Registration