This 20 Credit Hour bundle, provides content to fulfill CTEC annual requirements and focuses on current hot topics for tax preparer's. This bundle consists of 15 Federal Hours (includes 2 Hours of Ethics) and 5 California State Hours and uses a self-paced distance learning tool that will not only educate you, but fulfill your CA CTEC licensing requirement. Utilizing on-demand content, you can complete the work on a schedule that best fits your needs. There is no set time frame to complete the course and you can study or take the test from any computer with an internet connection. Please see course listings below.
| Program Name | Credits |
|---|---|
| 1040 Preparation and Planning 9: Standard Deduction and Itemized Deductions | 2 |
| 1040 Preparation and Planning 11: Tax Credits | 2 |
| Preparing Form 706 the Federal Estate Tax Return | 2 |
| Preparing Form 709 the Federal Gift Tax Return | 2 |
| 1099 Essentials | 2 |
| Tax Practice Standards | 2 |
| Hot Tax Topics at year end for 2022 | 2 |
| 2022 Inflation Reduction Act and CHIPS Act Highlights | 1 |
| California Tax Update: Part 1 | 3 |
| California Tax Update: Part 2 | 2 |
| Program Name | Credits |
|---|---|
| 1040 Preparation and Planning 9: Standard Deduction and Itemized Deductions | 2 |
| 1040 Preparation and Planning 7: Other Income and Exclusions | 2 |
| Preparing Form 706 the Federal Estate Tax Return | 2 |
| Preparing Form 709 the Federal Gift Tax Return | 2 |
| 1099 Essentials | 2 |
| Tax Practice Standards | 2 |
| Tax Breaks, Tips, and Updates: Part 1 | 2 |
| Tax Breaks, Tips, and Updates: Part 2 | 2 |
| California Tax Update: Part 1 | 3 |
| California Tax Update: Part 2 | 2 |
One COURSE for both CTEC and the IRS - Your 20 Hour CTEC certification satisfies the requirements of the IRS AFSP. Simply select your 20 Hour CTEC course with the IRS AFSP addition, complete the course, and your completion credits will be submitted to both CTEC and the IRS.
Again, these courses are ONLY for tax preparers who prepare taxes INSIDE California.