Contact Us : 800.874.5346        International: +1 352.375.0772
Contact Us : 800.874.5346        International: +1 352.375.0772

CE/CPE Course Information

Lessons for the Tax Preparer (2023)

CPE Credits: 3
Subject Area: Taxation
Field of Study: Taxes
Program Level: Overview
Delivery Method: QAS Self-Study
Lesson Version: 2023
Publication/Revision Date: December 21, 2023
Prerequisites/Advanced Preparation: None

Learning
Objectives
After completing this course, you will be able to
  • Answer questions about IRS procedures
  • Identify tax planning issues
  • Answer questions about issues for taxpayers
  • Answer questions about issues for tax preparers
  • Identify tax scams
Course Topics
  1. Overview of the Issues
  2. Tax Liability and Taxpayer Penalties
  3. Procedures
  4. Tax Protesters and Frivolous Arguments
  5. Tax Evasion
  6. Structuring
  7. Tax Planning
  8. Tax Preparer Misconduct
  9. Tax Scams -- Phishing Scams
  10. Tax Scams -- Refund Theft

This QAS self-study course consists of an Audiovisual presentation, a Knowledge Transfer Outline with multiple-choice questions for study and review, and a Qualified Assessment of 15 questions.

This course is designed for your convenience. You may log out at any time during the course; your current position and all work will be saved. The next time you log in, you can resume right where you logged off.

State Board and other CPE agency registrations can be viewed on our sponsor approvals page.

For more information regarding administrative policies such as complaints and refunds, please contact our CPE Department at (800) 874-5346 ext. CPE (273).