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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 course will identify the various recordkeeping requirements for travel, gift, and transportation expenses. It also discusses what is required to adequately account to an employer for employee business expenses. Though this basic tax course does not require any prerequisites, its recommended target audience is for existing tax preparers, however anyone may take this course. This course provides 2 CE credits in the IRS Federal Tax Law category.

Learning Objectives

• Recognize the various recordkeeping requirements for travel, gift, and transportation expenses.
• Identify what is required to adequately account to an employer for employee business expenses.

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)>

**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 will discuss the tax rules regarding the business use of a home. Also discussed are how daycare facilities in a home qualify for different rules than other businesses. Though this basic tax course does not require any prerequisites, its recommended target audience is for existing tax preparers, however anyone may take this course. This course provides 3 CE credits in the IRS Federal Tax Law category.

Learning Objectives

• Recognize the tax rules regarding the business use of a home.
•  Identify how daycare facilities in a home qualify for different rules than other businesses.

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)>

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 Federal Tax Law.

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)>

**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 require any prerequisites and may be taken by anyone, however we recommend this course for existing tax preparers. This course 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)>

**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 covers the most significant aspects of the Families First Coronavirus Response Act (FFCRA). It is in a format that summarizes the key points of the act and then a thorough FAQ section that will hopefully answer many of your questions. Though this basic tax course does not require any prerequisites, its recommended target audience is for existing tax preparers, however anyone may take this course. This course provides 2 CE credits in the IRS Federal Tax Law category.

 

Learning Objectives

• To identify relevant aspects of the FFCRA

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)>

**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 covers the most significant aspects of the Coronavirus Aid, Relief and Securities (CARES) Act. It is in a format that summarizes the key points of the act and then a thorough FAQ section that will hopefully answer many of your questions. Though this basic tax course does not require any prerequisites, its recommended target audience is for existing tax preparers, however anyone may take this course. This course provides 2 CE credits in the IRS Federal Tax Law category.

 

Learning Objectives

• To identify relevant aspects of the CARES Act

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)>

**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 2020 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. Though this basic tax course does not require any prerequisites, its recommended target audience is for existing Enrolled Agents, however anyone may take this course. This course provides 2 CE credits in the IRS Federal Tax Law category.

 

Learning Objectives

• Recall important tax changes to be used for 2020 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 relative.
• 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 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)>

**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. Though this basic tax course does not require any prerequisites, its recommended target audience is for existing Enrolled Agents, however anyone may take this course. This course provides 5 CE credits in the IRS Federal Tax Law category.

 

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)>

**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. A gain from selling or trading stocks, bonds, or other investment property may be taxed or it may be tax free, at least in part. A loss may or may not be deductible. These chapters also discuss gains from selling property you personally use – including the special rules for selling your home. Though this basic tax course does not require any prerequisites, its recommended target audience is for existing Enrolled Agents, however anyone may take this course. This course provides 2 CE credits in the IRS Federal Tax Law category.

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)>

**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. Though this basic tax course does not require any prerequisites, its recommended target audience is for existing Enrolled Agents, however anyone may take this course. This course provides 5 CE credits in the IRS Federal Tax Law category.

 

Learning Objectives

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

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)>