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Annual Federal Tax Refresher (AFTR) Workshop  |  Baltimore - Sept. 20, 2023



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Check-in opens at 7:00 a.m. Workshops start at 8:00 a.m. local time and last until 1:30 p.m.


Hilton Baltimore Inner Harbor

401 West Pratt St.

Baltimore, MD

Special hotel room pricing: $195 per day + applicable taxes and fees, must reserve room by Aug. 28, 2023

Reserve your hotel room


Completing the Annual Federal Tax Refresher course (AFTR) is necessary for obtaining an Annual Filing Season Program (AFSP) — Record of Completion. Learning the critical updates for the upcoming 2024 tax season (2023 tax returns), gives tax professionals the knowledge and information to have a leg up over non-credentialed preparers.

This AFTR course covers federal tax law topics in three domains: New Tax Law/Recent Updates; General Review; and Practices, Procedures and Professional Responsibility. To engage in limited practice, an unenrolled preparer must agree to adhere to the practice requirements of Circular 230, Subpart B and section 10.51. This course provides the information necessary to pass our AFTR exam and obtain the AFSP — Record of Completion, which is included in the materials.


Upon completion of this course, the tax professional will be able to:

  • Recognize new law provisions effective for the current tax year

  • Apply new law provisions and updated limitations

  • Identify taxpayer information necessary to complete a Form 1040, U.S. Individual Income Tax Return

  • Understand preparer responsibilities in dealings with the IRS and clients

Course details

The corresponding AFTR exam will be available online following the live workshop. To receive credit to earn the AFSP designation, you must successfully pass the course exam with a score of 70% or better by midnight local time on Dec. 31, 2023, per IRS requirements. The course exam includes 100 randomized multiple-choice questions and must be completed within three hours. You have a maximum of seven attempts to successfully pass the exam.

Instructor: Jaye E. Tritz, EA, CFP®

​​Course Year: 2023
Course Level: Basic
Prerequisite: None
Advance Preparation: None
Delivery Method: QAS Self Study

Cancellation policy

​To cancel your registration, you must notify Member Services at least 48 hours before the workshop date to receive a refund. A fee of $25 will be withheld from your refund. No refunds will be granted within 48 hours of the workshop. Registration substitutions are accepted, provided the transferee pays any applicable fee difference.

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