This self-study course offers a clear and practical review of H.R. 1, also known as the One Big Beautiful Bill Act or the Working Families Tax Cut Act. Participants will explore key provisions effective for 2025 and subsequent years, including the permanent extension of select Tax Cuts and Jobs Act (TCJA) measures. The course also examines new deductions, credits, and limitations affecting both individual and business taxpayers, providing insight into how these changes shape tax planning and compliance in the coming years.

In this course, you will receive an overview of the IRS collection process, enforcement actions, and key concepts in representing clients in IRS collection matters. Presented by former IRS compliance enforcement officer Jim Buttonow, CPA, CITP—who has been a leader in helping tax professionals resolve tax issues since 2005—this course will explain how to evaluate each option and determine which is best for the client. Best practices to avoid enforced collection will also be explored. This course will also educate tax professionals on how to conduct a financial analysis to determine the client’s ability to pay their unpaid balances. The tax professional will gain an understanding of the best alternative for their client, including when an offer in compromise is a viable option.

In this course, you will explore the most common post-filing penalties and the options available for obtaining relief, including requesting and appealing penalty abatement. Presented by former IRS compliance enforcement officer Jim Buttonow, CPA, CITP—who has been a leader in helping tax professionals resolve tax issues since 2005—you will learn how to apply first-time abatement and establish reasonable cause, along with understanding key abatement scenarios. The course also covers the growing need for assistance with delinquent returns, including best practices for preparing, filing, and following up on past-due filings.

In this course, you’ll discover the many ways taxpayers and tax professionals can work with the IRS online using the tools and resources available. Presented by former IRS compliance enforcement officer Jim Buttonow, CPA, CITP—who has been a leader in helping tax professionals resolve tax issues since 2005—this course shows you how to save time by adopting new IRS online features and effectively using IRS transcripts to answer client questions and resolve common issues.

Tax pros are often the first call when IRS notices arrive. This course equips you with the essential skills to identify issues, evaluate solutions, and resolve tax problems with confidence. Gain a clear understanding of Circular 230, IRS procedures, transcript analysis, and online tools—plus practical tips to strengthen your representation skills and better serve your clients.

This course equips tax professionals with essential knowledge of IRS procedures related to return challenges. Learn how CP2000 notices, mail audits, office audits, and field audits work, along with best practices for responding and requesting reconsideration. Explore key audit concepts, including statutes of limitations, audit stages, and appeals. The course also covers identifying potential fraud investigations and how to effectively contest IRS determinations through the IRS Independent Office of Appeals.

This 15-hour bundle offers a mix of self-study courses and on-demand webinars designed for tax preparers who are exempt from the 6-hour Annual Federal Tax Refresher (AFTR) course. It includes all required topics for exempt preparers to meet the IRS Annual Filing Season Program (AFSP) requirements and earn a Record of Completion for the 2027 filing season. Certain other credentialed preparers may also benefit from this bundle.

Take a short test for each topic to earn your continuing education credits.

Click on the title of each course for more information. No substitutions can be made.

If you have already purchased one of these courses and would like to purchase the bundle, please contact Support@DrakeCPE.com.

This bundle combines self-study courses and on-demand webinars designed to meet the full 18-hour IRS Annual Filing Season Program (AFSP) requirement for non-exempt tax preparers. It includes all required topics, including the 6-hour Annual Federal Tax Refresher (AFTR) course, so you can earn your Record of Completion for the 2027 filing season through a mix of learning formats.

For more information, click on the title of each course. No substitutions can be made.

If you have already purchased one of these courses and would like to purchase the bundle, please contact Support@DrakeCPE.com.

This bundle features a curated mix of self-study courses designed to meet the full 18-hour IRS Annual Filing Season Program (AFSP) requirement for non-exempt tax preparers. It includes all required topics, including the 6-hour Annual Federal Tax Refresher (AFTR) course, so you can earn your Record of Completion for the 2027 filing season on your own schedule.

For more information, click on the title of each course. No substitutions can be made.

If you have already purchased one of these courses and would like to purchase the bundle, please contact Support@DrakeCPE.com.