Course curriculum

  • 1

    Do You Want to Take the 15 CE or 18 CE Hour Course?

    • Do You Want to Take the 15 CE or 18 CE Hour Course?
  • 2

    15 CE Hours - Free Preview

    • Intro and Basics

    • 1040 Overview and the Tax Formula
  • 3

    IRS Tax Training – Part I – Basic Terminology

    • Who Must File

    • Filing Status

    • Review Questions: Filing Status 2Day

    • Part 1: Basic Terminology — Question 5

    • W-2 Overview

    • Intro to Computer

    • Intro to Software

    • Dependents

    • Review Question: Dependents 2-Day
  • 4

    IRS Tax Training – Part II – Credits (Refundable & Non-Refundable)

    • Intro to Credits

    • Child Tax Credit (CTC)

    • Earned Income Credit

    • Common EIC Errors

    • Education Credits and Deductions

    • Due Diligence in Tax Preparation

    • Paid Preparer Due Diligence

    • Dependent Care Credit

    • Retirement Savings Contribution Credit
  • 5

    IRS Tax Training – Part III – Health Insurance

    • Review of Day 1

    • ACA Made Easy
  • 6

    IRS Tax Training – Part IV- Intro to Income and Earned Income Items

    • Intro to Income and Source Docs

    • Taxability of Earnings & Unemployment

    • Self-Employment Income
  • 7

    IRS Tax Training – Part V- Retirement Income (Unearned)

    • Retirement Income

    • Social Security
  • 8

    IRS Tax Training – Part VI - Investment Income (Unearned)

    • Interest and Dividends

    • Capital Gains
  • 9

    IRS Tax Training – Part VII - Deductions: Itemized & QBI

    • Itemized Deductions

    • Overview of QBI deduction and Form 8995
  • 10

    Basic Bootcamp Tax Training

    • Review Question: Dependents

    • Review Questions

    • Part 3: Health Insurance — Alimony, Medical Expense, and the Affordable Care Act Individual Mandate

    • Part 8: Current Status of Tax Extenders

    • Part 9: Final Review Questions

    • Part 10: Final Federal Update
  • 11

    House Keeping

    • IRS E-File

    • What Can Go Wrong

    • IP PIN

    • IRS e-file and Bank Products
  • 12

    Retirement – RRC – Charitable Updates

    • Retirement – RRC – Charitable Updates
  • 13

    Form 1040-X e-File

    • Form 1040-X e-File
  • 14

    Report Your 15 CE Hours to the IRS Under Your PTIN

    • Form to Report Your 15 CE Hours to IRS