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Welcome to the 2025 Annual Federal Tax Refresher Course. As we approach the heart of the 2025 tax filing season, we're thrilled to have you join us for this year's essential Annual Federal Tax Refresher (AFTR) course. Your commitment to professional excellence and strict compliance is what sets your practice apart, and staying current isn't just a requirement—it's the core of providing superior client service. The financial and regulatory landscape is constantly evolving, and the past year has brought notable legislative changes. This includes updates to specific tax credits, new deduction phase-outs, and continuing guidance from the IRS on complex topics like digital assets and business entity requirements. This refresher is specifically designed to cut through that complexity, providing you with the precise, actionable knowledge you need to navigate these changes seamlessly for every client. Over the duration of this course, we will systematically review the critical updates from the Internal Revenue Code and recent IRS guidance, sharpen your skills in due diligence to ensure full compliance and avoid common preparation pitfalls, and master the practical application of key forms and schedules. Our collective goal is simple: to help you minimize preparer error, maximize client benefits legally, and approach every return with absolute confidence. Please also keep in mind the final mandatory step for compliance: successfully completing the AFTR exam. You will have three hours to complete the exam and must achieve a score of 70% or higher. This requirement must be met on or before December 31, 2025, to ensure your status as a qualified tax preparer for the upcoming season. Thank you for your investment in your professional development. Let's begin this vital journey together and ensure the 2025 tax season is your most accurate and successful yet!
You can also join this program via the mobile app. Go to the app