2022 CTEC CPE 20 Hour – Advanced Tax Topics Retirement, Rental Real Estate, Gift
Our IRS and CTEC approved 20 hour tax course contains 2 hours of ethics, 3 hours of updates, 5 hours of California state tax law, and 10 hours of federal tax law. Our 10-Hour federal tax law class covers advanced topics including retirement, rental real estate, gift taxes, estates and trusts. Tax topics include estate and gift tax returns, the IRS appeals process, IRA and other pensions, rental income and expenses, abusive and frivolous tax schemes, (IRS Course #JK8E2-T-00150-21-S) and provides ten hours of CE credit. Platinum's 3-Hour federal tax updates class covers personal tax updates. Topics include fundamental inflationary changes that will be used to prepare tax returns (IRS course # JK8E2-U-00144-21-S) and provides three hours of CE credit. Platinum's 2-Hour ethics tax class covers ethical issues including practices and procedures involving the possession of tax records, understanding how to properly disclose fees charged for the preparation of taxes and understanding the definitions of when a tax practitioner is acting in a disreputable or incompetent manner (#JK8E2-E-00140-21-S) and provides two hours of CE credit. The three combined classes will meet the 15-Hour IRS requirement in order to participate in the Annual Filing Season Program (AFSP). Platinum's 5-Hour California tax class (CTEC course #2052-CE-0098) covers the proper completion of the California Franchise Tax Board Form 540, providing an additional five hours of CTEC CE credit completing the 20 hour CTEC Continuing Education (CE) requirement.