California 15 Hour Tax CE Package

$40.00

15 Hour Course

Course ID: Package

Approved By: Internal Revenue Service (IRS)


Add to Cart (877) 724-6150

This 15 hour package was specifically designed for the Tax Professionals of California to meet their CE needs. The course includes:

  • Ethics for Tax Preparers (2 Hours Ethics)
  • Federal Filing Requirements (3 Hour Tax  Updates)
  • Filing Status, Gross Income, Personal & Dependent Exemptions (10 Hours Federal Tax Law)

 

  • Ethics for Tax Preparers
    • Ethics for Tax Preparers [11 Activities]
      • 01. Introduction to Ethics for Tax Preparers
      • 02. Learning Objectives
      • 03. Legal Language
      • 04. What is Ethics?
      • 05. Ethical Concepts and Terminology
      • 06. Why Ethics Matter
      • 07. Ethical Duties
      • 08. The Ethics of Claiming "Frivolous" Anti-tax Arguments
      • View Additional Activities
        • 09. IRS Taxpayer Bill of Rights
        • 10. Professional Trade Organization Codes of Conduct
        • 11. Conclusion
    • Ethics Exam (15 questions)
  • Federal Filing Requirements/Federal Filing Dates
    • Federal Filing Requirements / Federal Filing Dates [18 Activities]
      • 01. Being a Tax Preparer: Federal Filing Requirements/Federal Filing Dates (Video)
      • 02. Filing Information
      • 03. Who Needs to File
      • 04. Selecting the Right Form
      • 05. Electronic Filing
      • 06. Extensions
      • 07. Income, Expenses, Refunds, and More (Video)
      • 08. Reporting Income and Expenses
      • View Additional Activities
        • 09. Social Security Numbers
        • 10. Signatures
        • 11. Refunds
        • 12. Amounts Owed
        • 13. Post-Filing and Recordkeeping
        • 14. Mistakes on Returns
        • 15. Penalties
        • 16. Identity Theft
        • 17. Additional Information
        • 18. Conclusion (Video)
    • Federal Filing Requirements Exam (16 questions)
  • Federal Filing Status
    • Federal Filing Status [19 Activities]
      • 01. Introduction to Federal Filing Status (Video)
      • 02. What is the Filing Status
      • 03. Filing Single
      • 04. Married Filing Jointly
      • 05. Married Filing Jointly - Part 2
      • 06. Married Filing Jointly - Part 3
      • 07. Married Filing Jointly - Part 4
      • 08. Married Filing Jointly - Part 5
      • View Additional Activities
        • 09. Married Filing Jointly - Part 6
        • 10. Married Filing Jointly - Part 7
        • 11. Married Filing Jointly - Part 8
        • 12. Married Filing Jointly - Part 9
        • 13. Married Filing Separately
        • 14. Married Filing Separately - Part 2
        • 15. Married Filing Separately - Part 3
        • 16. Married Filing Separately - Part 4
        • 17. Filing as Head of Household
        • 18. Filing as a Qualifying Widow or Widower with a Dependent Child
        • 19. Conclusion of Federal Filing Status (Video)
    • Federal Filing Status Exam (16 questions)
  • Personal & Dependent Exemptions
    • Personal & Dependent Exemptions [19 Activities]
      • 01. Personal and Dependent Exemptions (Video)
      • 02. Filing Information
      • 03. Filing Information
      • 04. Who Else Can Claim the Personal Exemption
      • 05. Filing Information
      • 06. Qualifying Child
      • 07. Residency Test, con't
      • 08. Residency Test, con't - Part 2
      • View Additional Activities
        • 09. Residency Test, con't - Part 3
        • 10. Residency Test, con't - Part 4
        • 11. Residency Test, con't - Part 5
        • 12. Qualifying Relative
        • 13. Qualifying Relative, part 2
        • 14. Qualifying Relative, part 3
        • 15. Total Support
        • 16. Phaseout of Exemptions
        • 17. Social Security Numbers
        • 18. Two Credits Which Taxpayers with Dependents May Claim
        • 19. Conclusion for Personal and Dependent Exemptions (Video)
    • Personal & Dependent Exemptions Exam (17 questions)
  • Gross Income
    • Gross Income [17 Activities]
      • 01. Being a Tax Preparer: Gross Income (Video)
      • 02. Tip Income
      • 03. Tip Income, Part 2
      • 04. Tip Income, Part 3
      • 05. Interest Income
      • 06. Interest Income, Part 2
      • 07. Interest Income, Part 3
      • 08. Interest Income, Part 4
      • View Additional Activities
        • 09. Taxable Interest
        • 10. Introduction to Taxable Bonds and Other Interest Income (Video)
        • 11. Taxable Interest, Debt Instruments
        • 12. Taxable Interest, Bonds
        • 13. Taxable Interest, Bonds Part 2
        • 14. Taxable Interest, Bonds Part 3
        • 15. Insurance and Other Taxable Items or Events
        • 16. How To Report Interest Income
        • 17. Conclusion (Video)
    • Gross Income Exam (12 questions)
  • Course Completion
    • Mandatory Questionnaire
    • Certificate of Completion

Instructor Bio


jeremy allen cpa instructor atyourpaceonline
Jeremy Allen, CPA, was born and raised in Chicago, Illinois. He graduated with a Bachelor's of Science in Accounting from the University of Oregon Charles H. Lundquist College Of Business. He has been a licensed CPA in the state of Oregon since 2007. He specializes in Corporate Taxation and Planning. He enjoys working with start-up businesses, online businesses, and multi-state entities. He is an avid member of Crossfit Grants Pass. In his free time he enjoys traveling and camping with his family. Go Ducks!