
QAS Self-Study

Update

CPE Credits
8 Credits: Taxes
Course Description
Each tax season, various limits affecting income tax return preparation and tax planning are affected by inflation-related changes. In addition, various laws passed to address the financial consequences of the coronavirus pandemic significantly affect tax planning and may also affect taxpayers’ income tax liability. This course will examine many of those changes.
The Annual Tax Filing Season Update course discusses new tax law and recent updates for the 2023 filing season, provides a general tax review, and examines important rules governing tax return preparer ethics, practices and procedures.
Learning Objectives
Upon completion of this course, participants will be able to:
- Identify the principal individual income tax changes brought about by recent legislation;
- Apply the inflation-adjusted and other limits to the proper preparation of taxpayers’ income tax returns;
- Recognize the federal income tax filing statuses and the criteria for their use;
- Describe the current status of tax extenders;
- Identify the types of income that must be recognized;
- Apply the tax rules to the various credits and adjustments to income that are available to taxpayers;
- Recognize the penalties that may be imposed on a preparer for failing to meet ethical and practice standards in preparing tax returns; and
- Identify the duties and restrictions imposed on tax preparers under Circular 230.
Course Specifics
Course ID 822295967 |
Revision Date August 31, 2022 |
Prerequisites There are no prerequisites. |
Advanced Preparation None |
Compliance information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02062-22-S
IRS Federal Tax Update Credits: 8
CTEC Course Number: 2071-CE-1797
CTEC Federal Tax Update Credits: 8
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor

Paul J. Winn CLU ChFC is a writer with more than 30 years experience in the life insurance and securities industry as an agent/registered representative, an agency head, a marketing vice president for a life insurance company and the president of a corporate registered investment adviser. He was a long serving member of the advisory board to the New York State insurance department. He is a published book author and creator of more than 200 taxation, insurance and securities training courses.
2023 Annual Tax Season Update
$232.00 – $262.00

QAS Self-Study

Update

CPE Credits
8 Credits: Taxes
Course Description
Each tax season, various limits affecting income tax return preparation and tax planning are affected by inflation-related changes. In addition, various laws passed to address the financial consequences of the coronavirus pandemic significantly affect tax planning and may also affect taxpayers’ income tax liability. This course will examine many of those changes.
The Annual Tax Filing Season Update course discusses new tax law and recent updates for the 2023 filing season, provides a general tax review, and examines important rules governing tax return preparer ethics, practices and procedures.
Learning Objectives
Upon completion of this course, participants will be able to:
- Identify the principal individual income tax changes brought about by recent legislation;
- Apply the inflation-adjusted and other limits to the proper preparation of taxpayers’ income tax returns;
- Recognize the federal income tax filing statuses and the criteria for their use;
- Describe the current status of tax extenders;
- Identify the types of income that must be recognized;
- Apply the tax rules to the various credits and adjustments to income that are available to taxpayers;
- Recognize the penalties that may be imposed on a preparer for failing to meet ethical and practice standards in preparing tax returns; and
- Identify the duties and restrictions imposed on tax preparers under Circular 230.
Course Specifics
Course ID 822295967 |
Revision Date August 31, 2022 |
Prerequisites There are no prerequisites. |
Advanced Preparation None |
Compliance information
IRS Provider Number: 0MYXB
IRS Course Number: 0MYXB-U-02062-22-S
IRS Federal Tax Update Credits: 8
CTEC Course Number: 2071-CE-1797
CTEC Federal Tax Update Credits: 8
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registeration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.
Course Instructor

Paul J. Winn CLU ChFC is a writer with more than 30 years experience in the life insurance and securities industry as an agent/registered representative, an agency head, a marketing vice president for a life insurance company and the president of a corporate registered investment adviser. He was a long serving member of the advisory board to the New York State insurance department. He is a published book author and creator of more than 200 taxation, insurance and securities training courses.
2023 Annual Tax Season Update
$232.00 – $262.00