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2025 AFSP 18-Hour CE Bundle- Retirement Considerations w/ AFTR

$81.75
Learning Objectives: Assess tax implications and strategies for retirement planning, incorporating changes from the SECURE Act and other legislative updates,...

Learning Objectives:

  • Assess tax implications and strategies for retirement planning, incorporating changes from the SECURE Act and other legislative updates, to optimize retirement savings and income tax outcomes.
  • Learn advanced techniques for preparing and submitting an Offer in Compromise application, including the necessary forms, documentation requirements, and strategies for presenting a compelling case to the IRS.
  • Gain a thorough understanding of recent changes to federal tax laws for tax season 2025 and how they impact individual and business tax returns.
  • Analyze the ethical standards and responsibilities imposed on tax practitioners under Circular 230, including duties to clients and the IRS.
  • Understand the annual inflation adjustments made by the IRS, including changes to federal income tax brackets, the standard deduction, and personal exemption amounts.
  • Explore the impact of current tax laws and regulations, including recent reforms like the Tax Cuts and Jobs Act (TCJA), on entity selection strategies. Understand changes in corporate tax rates, pass-through deductions, depreciation rules, and other relevant provisions affecting business entities.

Our 18-hour AFSP tax course bundle contains 2 hours of ethics, 6-hour AFTR and 10 hours of federal tax law topics. Our 10-Hour federal tax law topics includes:

Course included

Course name Duration Level Price
Tax Considerations In Retirement26 WeeksAll levels$45.00$36.00
Offer in Compromise: The Process26 WeeksAll levels$30.00$24.00
2025 Annual Federal Tax Refresher (AFTR)26 WeeksAll levels$63.99$47.99
Ethical Standards in Tax Practice26 WeeksAll levels$30.00$24.00
2025 Federal Tax Law Updates26 WeeksAll levels$45.00$36.00
Core Principles in Entity Selection26 WeeksAll levels$30.00$24.00
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DID YOU KNOW?

The SECURE 2.0 Act added exceptions to the 10% early withdrawals to be repaid within three years to an eligible retirement plan.

  • Up to $22,000 for expenses related to a federally declared disaster if the distribution is made within 180 days of the disaster occuring.
  • One distribution per calendar year of up to $1, 000 for personal or family emergency expenses to meet unforeseeable or immediate financial needs.
  • The lesser of $10, 000 of 50% of the account value for an account holder who certifies that he or she has been the victim of domestic abuse.