Taxes
PRINCIPLES OF WEALTH MANAGEMENT
Introduction to the Course Principles of Wealth Management examines the financial planning discipline, including…
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AFSP bundles:15-Hour AFSP Tax Preparer Bundle (AFTR Exempt) 2026 $57.3818-hour AFTR Tax Preparer Bundle 2026 $68.85
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Taxes
Secure Act 2.0 (2026)
The SECURE Act 2.0 became law as part of the Consolidated Appropriations Act, 2023 enacted on December 29, 2022. It…
Taxes
Tax Cuts & Jobs Act - Individual Tax Preparation (2026)
The Tax Cuts and Jobs Act of 2017 (TCJA), signed into law during the closing days of 2017, significantly affects…
Taxes
Tax Return Preparer Ethical Issues(2026)
The Internal Revenue Service routinely processes more than 200 million tax returns each year, many of them prepared…
Taxes
Tax Treatment of Individual Retirement Arrangements (2026)
Federal tax policy is designed to accomplish numerous goals, from funding government to encouraging…
Taxes
Tax Treatment of Life Insurance Proceeds (2026)
One of the important considerations in many financial transactions is the tax treatment the transaction is given.…
Taxes
Tax Treatment of Retirement Plans, Pensions and Annuities(2026)
Employer-sponsored retirement plans, generally referred to in the aggregate as qualified employee plans, constitute…
Taxes
Tax Treatment of Sickness & Injury Plans (2026)
Health insurance is so central to the health and well-being of people that it may be hard for many Americans to…
Taxes
The §199A Pass-Through Deduction (2026)
The Tax Cuts and Jobs Act of 2017 (TCJA) affects the tax planning and income tax liability for many taxpayers.…