2025 AFSP Ensemble de 18 heures de formation continue - Considérations sur la retraite avec AFTR

Objectifs d'apprentissage :

• 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.
• Acquérir une compréhension approfondie des changements récents apportés aux lois fiscales fédérales pour la saison fiscale 2025 et de leur impact sur les déclarations de revenus des particuliers et des entreprises.
• Analyser les normes éthiques et les responsabilités imposées aux fiscalistes en vertu de la circulaire 230, y compris les devoirs envers les clients et l'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 federal tax law topics. Our 10-Hour federal tax law topics includes:

Estate Planning vs Tax Planning (3 CE), Retirement (2 CE), Offers in Compromise: The Process (2 CE), Tax Law Updates (3 CE)