This 24-hour course is a great refresher for enrolled agents, and will satisfy the ethics requirement as you complete one-third of your CE requirements. In this course, we'll cover important topics like the requirements for filing status; what qualifies as gross income and must be included on a tax return; how to make the appropriate income adjustments for clients; specific schedules that client may require; and an updated discussion of the credits available to taxpayers.
We'll conclude the course with an Ethics class specifically for tax preparers. This class will examine the definition of ethics, pivotal terms used in that discussion, and the taxpayer bill of rights.
This package was designed specifically for Oregon Tax Consultants and Preparers to renew their licenses. This course covers the Internal Revenue Service's Publication 17 with an introduction to ethics for tax profesionals, then moves into the federal filing requirements and dates, the different federal filing statuses, personal and dependent exemptions, gross income, and standard and itemized deductions. Our courses have been approved by the IRS to meet your CE needs.
This course will satisfy the required 2 hours of Ethics for Tax professionals and will cover the basic concepts of ethics, the different types of professional ethics, terms that will be used when referencing ethics, ethical duties of tax professionals, unethical tax actions and their consequences, and what a sample code of professional responsibility for tax professionals looks like.
In this class we will specifically address 2020 California tax law. We will start with an overview of the federal tax changes which will affect tax returns, and look at how California does or does not conform to them.