Description: NEW!

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.

Description: NEW!

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.

Description: NEW!

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.

Description: Successful completion of the 2026 Annual Federal Tax Refresher (AFTR) Course counts toward the voluntary annual requirement for obtaining an IRS Annual Filing Season Program (AFSP) Record of Completion for the 2027 filing season.

To be eligible for an AFSP Record of Completion, participants must pass the 2026 Annual Federal Tax Refresher (AFTR) Course and complete all other required continuing education by midnight (your local time), December 31, 2026.

Description:

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.

To be eligible for an AFSP Record of Completion, participants must complete all required continuing education by midnight (your local time), December 31, 2026.

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.

Description:

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.

To be eligible for an AFSP Record of Completion, participants must complete all required continuing education by midnight (your local time), December 31, 2026.

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.

Description:

This bundle combines the AFTR self-study course with 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.

To be eligible for an AFSP Record of Completion, participants must complete all required continuing education by midnight (your local time), December 31, 2026.

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.

Description:

Each year, various limits relevant to income tax preparation and planning are updated. Some changes result from routine inflation indexing, while others stem from new legislation or the expiration of existing laws. For 2025, updates arise from inflation adjustments as well as legislation such as the SECURE Act 2.0 and H.R.1, An Act to Provide for Reconciliation, also knows as the "One Big Beautiful Bill". This course highlights the most impactful changes for tax professionals, with context provided to support practical understanding and application.

Description: Now and then you get a second chance. What should tax preparers know about amended returns? How can preparers help filers make this second chance count? This course will be a detailed look at the topic, including a line-by-line review of the form that is used to file amended returns and an analysis of examples and case studies.