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

    Annual Filing Season Program

    • Create your profile

  • 2

    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