Tax Season Preparation

The many changes we have seen in the last several years have created big challenges in understanding the many aspects and conflicts of completing taxes. This course looks at those changes and how to deal with them without compromising office protocol.

Last Revision: October 2020

$32.00
  

Prerequisites

Prerequisites are not necessary to participate in this course and no advance preparation is needed.

Course Description

The many changes we have seen in the last several years have created big challenges in understanding the many aspects and conflicts of completing taxes. This course looks at those changes from an office perspective to focus on some of those changes and how to deal with them without compromising office protocol.

Learning Objectives

 Upon completion of this course, you should be able to:
  • Review eight areas that require continued attention to meet compliance and due diligence standards.
  • See where tax preparers can be most vulnerable.
  • Look at how ethics penalties prominently impact these areas.
  • View tax update information that pertains to handling office issues.
  • Learn how to manage security and privacy issues in your tax practice.

CPE Facts

Affiliation* CPE Awarded Delivery Method Field of Study Course ID Sponsor ID
NASBA 2 Self-Study Taxes N/A 103137
CTEC 2/0 Self-Study Federal Tax Law 3038-CE-0240 3038
IRS 2 Self-Study Federal Tax Law FQTGU-T-00590-23-S FQTGU
Texas State Board of Accountancy 2 Self-Study Taxes 100328 002921
Pennsylvania State Board of Public Accountancy 1 Self-Study (Non-Interactive) Taxes N/A

* Individuals with other professional credentials should check with their state licensing board or accrediting organization to determine if this program meets their continuing education requirements.

Other Details
Last Revision October 2020
Course Expiration The CPE portion of this course expires one year from date of purchase
DrakeCPE Course Policies and CPE Affiliations