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**This course is now expired and no longer qualifies for IRS CE Credit. To avoid study material confusion, the course materials and final exam have been removed from this course.

 

Course Syllabus

Course Description
This self-study discusses the standard deduction, each itemized deduction, and the limit on some of your itemized deductions if your adjusted gross income exceeds certain amounts. Itemized deductions are deductions for certain expenses that are listed on Schedule A (Form 1040). This is a Basic tax course with no prerequisites, and qualifies for 9 CE credit in IRS Federal Tax Law.

Learning Objectives

• Recall the standard deduction amounts for the current year.
• Recognize the deductibility characteristics of medical and dental expenses.
• Recognize what taxes you can deduct if you itemize deductions.
• Recall what types of interest you can and cannot deduct.
• Recall the types of charitable contributions you can deduct and the records you should keep.
• Recall the tax treatment of personal casualty losses, theft losses, and losses on deposits.
• Identify what business-related expenses related to travel, transportation, entertainment, and gifts are deductible.
• Recognize what work-related education expenses are deductible.
• Identify various miscellaneous itemized deductions that you may be able to claim on Schedule A to adjust taxable income.
• Recognize the limits on itemized deductions for the different filing statuses.

Course Assignments

• Study each Chapter
• Answer review questions at the end of each chapter
• Pass the Final Exam with a score of 70 percent or better

Final Exam and Certification
The final exam consists of 45 multiple-choice questions on the information covered in the course materials. To receive credit for this course, you must click on the Exam below to initiate the exam. A passing score of 70 percent or better will receive course credit and a Certificate of Completion.

 

Course Materials:

• <Course Materials Removed (Out-dated)>

**This course is now expired and no longer qualifies for IRS CE Credit. To avoid study material confusion, the course materials and final exam have been removed from this course.

 

Course Syllabus

Course Description
This self-study explains how to figure your tax and how to figure the tax of certain children who have more than $2,100 of unearned income. Also discussed are various tax credits, such as earned income tax credit and the adoption credit. This is a Basic tax course with no prerequisites, and qualifies for 3 CE credit in IRS Federal Tax Law.

Learning Objectives

• Recognize various alternative minimum tax adjustments and preference items.
• Recall the rules related to the tax on unearned income of certain children.
• Recall how to figure the child and dependent care credit.
• Identify who qualifies to take the credit for the elderly or disabled.
• Recall who qualifies for the child tax credit and the additional child tax credit.
• Identify the requirements for and benefits of the American opportunity credit and the lifetime learning credit.
• Recall the limit of investment income to qualify for the earned income credit.
• Recognize who is eligible to claim the premium tax credit.
• Identify various nonrefundable and refundable credits available for income tax purposes.

Course Assignments

• Study each Chapter
• Answer review questions at the end of each chapter
• Pass the Final Exam with a score of 70 percent or better

Final Exam and Certification
The final exam consists of 15 multiple-choice questions on the information covered in the course materials. To receive credit for this course, you must click on the Exam below to initiate the exam. A passing score of 70 percent or better will receive course credit and a Certificate of Completion.

 

Course Materials:

• <Course Materials Removed (Out-dated)>

**This course is now expired and no longer qualifies for IRS CE Credit. To avoid study material confusion, the course materials and final exam have been removed from this course.

 

Course Syllabus

Course Description
This course provides a brief overview of important tax changes for 2017 to the individual income tax laws as well as a review of important changes from recent years. Topics covered include annual inflation updates, the Protecting Americans From Tax Hikes (PATH) Act of 2015, expanded due diligence requirements for certain credits, best practices concerning tax related identity theft and safeguarding taxpayer data, and a review of tax due dates for the upcoming year. This course is a basic tax level course with no prerequisites, and qualifies for 3 CE credits in IRS Federal Tax Law Updates.

Learning Objectives

• • To identify annual inflation adjustments for 2017
  • To recall the changes to tax law from the PATH Act
  • To recognize the enhanced due diligence requirements for the EITC, AOTC, and CTC
  • To identify warning signs of tax related identity theft
  • To recognize best practices in safeguarding taxpayer information
  • To identity the due date for filing an individual income tax return in 2017

Course Assignments

• Study each Chapter
• Answer review questions at the end of each chapter
• Pass the Final Exam with a score of 70 percent or better

Final Exam and Certification
The final exam consists of 15 multiple-choice questions on the information covered in the course materials. To receive credit for this course, you must click on the Exam below to initiate the exam. A passing score of 70 percent or better will receive course credit and a Certificate of Completion.

 

Course Materials

• <Course Materials Removed (Out-dated)>

**This course is now expired and no longer qualifies for IRS CE Credit. To avoid study material confusion, the course materials and final exam have been removed from this course.

 

Course Syllabus

Course Description
This course examines tax preparer conduct standards. It addresses the issues of confidentiality, accuracy, conflict of interest, taxpayer omissions and return of client records. The ethical rules governing these issues are discussed, and tax preparers are presented with real-world scenarios that focus on the ethical issues that may be encountered in their professional activities. A final examination covering the course material is administered. This course is a basic tax level course with no prerequisites, and qualifies for 2 CE credits in IRS Ethics.

Learning Objectives

• Recognize the permitted scope of tax return preparer responsibilities;
• Identify the best practices for tax advisers in preparing or assisting in the preparation of a submission to the Internal Revenue Service;
• List the various sanctions that may be imposed for a preparer’s failure to comply with applicable conduct rules.

Course Assignments

• Study each Chapter
• Answer review questions at the end of each chapter
• Pass the Final Exam with a score of 70 percent or better

Final Exam and Certification
The final exam consists of 10 multiple-choice questions on the information covered in the course materials. To receive credit for this course, you must click on the Exam below to initiate the exam. A passing score of 70 percent or better will receive course credit and a Certificate of Completion.

 

Course Materials

• <Course Materials Removed (Out-dated)> If you would like a copy of this course materials for your reference, please reach out to us by email and we will reply with the course materials as an attached PDF file.

**This course is now expired and no longer qualifies for IRS CE Credit. To avoid study material confusion, the course materials and final exam have been removed from this course.

 

Course Syllabus

Course Description
This self-study course provides an overview of the major tools that can be used to settle tax debts with the Internal Revenue Service, including Offers in Compromise and Installment Agreements. It also provides an overview of how the IRS enforces payment of federal taxes, including seizing the property of delinquent taxpayers. This basic tax course does not have prerequisites, and qualifies for 8 CE credits in IRS Federal Tax Law.

Learning Objectives

• Recognize the impact of the “fresh start” initiative.
• Recognize the various methods the IRS may use to collect federal tax debts.
• Identify qualifications for filing an Installment Agreement with the IRS.
• Identify different methods the IRS can use to settle claims.
• Recognize steps in the process of applying for an Offer in Compromise.
• Identify how long a taxpayer has to appeal an Offer in Compromise.
• Recognize some of the factors the IRS considers in determining the amount the taxpayer should be able to pay under a Doubt as to Collectibility Offer in Compromise.
• Identify differences between the four types of relief from joint and several liability for spouses who filed joint returns.
• Recognize differences between the most common forms of bankruptcy protection.

Course Assignments

• Study each Chapter
• Answer review questions at the end of each chapter
• Pass the Final Exam with a score of 70 percent or better

Final Exam and Certification
The final exam consists of 40 multiple-choice questions on the information covered in the course materials. To receive credit for this course, you must click on the Exam below to initiate the exam. A passing score of 70 percent or better will receive course credit and a Certificate of Completion.

 

Course Materials

• <Course Materials Removed (Out-dated)> If you would like a copy of this course materials for your reference, please reach out to us by email and we will reply with the course materials as an attached PDF file.

**This course is now expired and no longer qualifies for IRS CE Credit. To avoid study material confusion, the course materials and final exam have been removed from this course.

 

Course Syllabus

Course Description
This self-study courses discusses important tax changes for 2017 tax returns and basic information on the tax system. It also discusses the requirements for filing a tax return and which filing status to choose. This is a Basic tax course with no prerequisites, and qualifies for 1 CE credit in IRS Federal Tax Law.

Learning Objectives

• Recall important tax changes to be used for 2017 tax returns.
• Recognize the length of the automatic extension provided by filing Form 4868.
• Recognize the various filing statuses and who is eligible to use them.
• Recall the various requirements for a qualifying child.
• Identify the purpose of estimated taxes.

Course Assignments

• Study each Chapter
• Answer review questions at the end of each chapter
• Pass the Final Exam with a score of 70 percent or better

Final Exam and Certification
The final exam consists of 5 multiple-choice questions on the information covered in the course materials. To receive credit for this course, you must click on the Exam below to initiate the exam. A passing score of 70 percent or better will receive course credit and a Certificate of Completion.

 

Course Materials:

• <Course Materials Removed (Out-dated)> If you would like a copy of this course materials for your reference, please reach out to us by email and we will reply with the course materials as an attached PDF file.

**This course is now expired and no longer qualifies for IRS CE Credit. To avoid study material confusion, the course materials and final exam have been removed from this course.

 

Course Syllabus

Course Description
This self-study course discusses various types of income and will explain which income is and is not taxed. This is a Basic tax course with no prerequisites, and qualifies for 5 CE credit in IRS Federal Tax Law.

Learning Objectives

• Recall what types of compensation are included as income for tax purposes.
• Recognize what tips should be included in income for tax purposes.
• Recall the proper tax treatment for various types of interest.
• Identify the proper treatment of various types of dividends.
• Recognize the proper treatment of rental property income and expenses for tax purposes.
• Identify various requirements regarding retirement plan taxation.
• Recognize key taxation thresholds related to social security income.
• Identify the taxability of various types of other income.

Course Assignments

• Study each Chapter
• Answer review questions at the end of each chapter
• Pass the Final Exam with a score of 70 percent or better

Final Exam and Certification
The final exam consists of 25 multiple-choice questions on the information covered in the course materials. To receive credit for this course, you must click on the Exam below to initiate the exam. A passing score of 70 percent or better will receive course credit and a Certificate of Completion.

 

Course Materials:

• <Course Materials Removed (Out-dated)> If you would like a copy of this course materials for your reference, please reach out to us by email and we will reply with the course materials as an attached PDF file.

**This course is now expired and no longer qualifies for IRS CE Credit. To avoid study material confusion, the course materials and final exam have been removed from this course.

 

Course Syllabus

Course Description
This self-study course discusses investment gains and losses, including how to figure your basis in property. These chapters also discuss gains from selling property you personally use – including the special rules for selling your home. This is a Basic tax course with no prerequisites, and qualifies for 2 CE credit in IRS Federal Tax Law.

Learning Objectives

• Identify the factors to consider in calculating the basis of property.
• Recognize the taxability of the sale of personal use property.
• Identify the special tax rules related to selling your home.
• Recall the capital gain rates for the current year.

Course Assignments

• Study each Chapter
• Answer review questions at the end of each chapter
• Pass the Final Exam with a score of 70 percent or better

Final Exam and Certification
The final exam consists of 10 multiple-choice questions on the information covered in the course materials. To receive credit for this course, you must click on the Exam below to initiate the exam. A passing score of 70 percent or better will receive course credit and a Certificate of Completion.

 

Course Materials:

• <Course Materials Removed (Out-dated)> If you would like a copy of this course materials for your reference, please reach out to us by email and we will reply with the course materials as an attached PDF file.

**This course is now expired and no longer qualifies for IRS CE Credit. To avoid study material confusion, the course materials and final exam have been removed from this course.

 

Course Syllabus

Course Description
This self-study course discusses some of the adjustments to income that you can deduct in figuring your adjusted gross income. Also discussed are contributions made to traditional individual retirement arrangements (IRAs), moving expenses, alimony paid, educator expenses, student loan interest, and tuition and fees paid. This is a Basic tax course with no prerequisites, and qualifies for 2 CE credit in IRS Federal Tax Law.

Learning Objectives

• Recall the thresholds, requirements, and additional taxes related to individual retirement arrangements.
• Recognize what moving expenses are and are not deductible.
• Recognize what is and is not alimony.
• Identify education-related adjustments that can be made to income.

Course Assignments

• Study each Chapter
• Answer review questions at the end of each chapter
• Pass the Final Exam with a score of 70 percent or better

Final Exam and Certification
The final exam consists of 10 multiple-choice questions on the information covered in the course materials. To receive credit for this course, you must click on the Exam below to initiate the exam. A passing score of 70 percent or better will receive course credit and a Certificate of Completion.

 

Course Materials:

• <Course Materials Removed (Out-dated)> If you would like a copy of this course materials for your reference, please reach out to us by email and we will reply with the course materials as an attached PDF file.

**This course is now expired and no longer qualifies for IRS CE Credit. To avoid study material confusion, the course materials and final exam have been removed from this course.

 

Course Syllabus

Course Description
This self-study discusses the standard deduction, each itemized deduction, and the limit on some of your itemized deductions if your adjusted gross income exceeds certain amounts. Itemized deductions are deductions for certain expenses that are listed on Schedule A (Form 1040). This is a Basic tax course with no prerequisites, and qualifies for 9 CE credit in IRS Federal Tax Law.

Learning Objectives

• Recall the standard deduction amounts for the current year.
• Recognize the deductibility characteristics of medical and dental expenses.
• Recognize what taxes you can deduct if you itemize deductions.
• Recall what types of interest you can and cannot deduct.
• Recall the types of charitable contributions you can deduct and the records you should keep.
• Recall the tax treatment of personal casualty losses, theft losses, and losses on deposits.
• Identify what business-related expenses related to travel, transportation, entertainment, and gifts are deductible.
• Recognize what work-related education expenses are deductible.
• Identify various miscellaneous itemized deductions that you may be able to claim on Schedule A to adjust taxable income.
• Recognize the limits on itemized deductions for the different filing statuses.

Course Assignments

• Study each Chapter
• Answer review questions at the end of each chapter
• Pass the Final Exam with a score of 70 percent or better

Final Exam and Certification
The final exam consists of 45 multiple-choice questions on the information covered in the course materials. To receive credit for this course, you must click on the Exam below to initiate the exam. A passing score of 70 percent or better will receive course credit and a Certificate of Completion.

 

Course Materials:

• <Course Materials Removed (Out-dated)> If you would like a copy of this course materials for your reference, please reach out to us by email and we will reply with the course materials as an attached PDF file.