16 Hour Enrolled Agent Package - 2017

$39.00

16 Hour Course

Course ID: Package

Approved By: Internal Revenue Service (IRS)

4.7 38 Reviews

Add to Cart 8777246150

This 16 hour continuing education course for tax preparers meets the yearly 16-hour requirement for enrolled tax preparers. These 16 hours will count towards the total 72-hour requirement which is to be taken over three years. Included in the 16 hours are 2 hours of ethics training.

 

We’ll start the course by discussing Ethics for Tax Preparers. In this section, we’ll talk about what ethics are, why they matter, and how they apply in the practice of tax preparation. We’ll cover some ethical situations that you may run into, as a tax preparer, such as “frivolous anti-tax arguments”. We’ll also discuss the taxpayer Bill of Rights and the Code of Conduct you should abide by.

 

After that, we’ll review federal filing requirements, statuses, and dates. This includes important topics like how to select the right form for your clients, the proper way to file electronically, how to request an extension, and reporting income, expenses, refunds, and other financial factors.

 

Next, we’ll look at federal filing status in a little more depth, including the qualifications to use “head of household” or “qualifying widow(er)” status. We’ll look at the implications and the benefits of the “married filing jointly” status.

 

In our income section, we’ll talk about some topics like declaring tip income, interest income, and what taxable interest is. We’ll also touch on taxable bonds and some other kinds of interest income.

 

We’ll talk next about income from rentals, the expenses they incur, and how these are treated at tax time. We’ll cover how to handle retirement funds, such as pensions, annuities, and other plans.

 

Our final section in this class is on supplemental gains and losses. This segment will cover the specifics of business taxes, including employment taxes, accounting periods, business credits,  and more.

 

Each section of the course will conclude with the IRS-mandated exam, to ensure that you’ve mastered the material.

  • 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)
  • 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)
  • Taxation of Rental Income & Expenses & Retirement Funds
    • Taxation of Rental Income & Expenses & Retirement Funds [14 Activities]
      • 01. Introduction to Taxation of Rental Income and Expenses and Retirement Funds (Video)
      • 02. Rental Income and Expenses
      • 03. Rental Income and Expenses, part 2
      • 04. Rental Income and Expenses, part 3
      • 05. Rental Income and Expenses, part 4
      • 06. Rental Income and Expenses, part 5
      • 07. Rental Income and Expenses, part 6
      • 08. Rental Income and Expenses, part 7
      • View Additional Activities
        • 09. Rental Income and Expenses, part 8
        • 10. Retirement Plans, Pensions, and Annuities
        • 11. Retirement Plans, Pensions, and Annuities, part 2
        • 12. Retirement Plans, Pensions, and Annuities, part 3
        • 13. Retirement Plans, Pensions, and Annuities, part 4
        • 14. Conclusion of Taxation of Rental Income and Expenses and Retirement Funds (Video)
    • Taxation of Rental Income & Expenses & Retirement Funds Exam (6 questions)
  • Supplemental Gains & Losses
    • Supplemental Gains & Losses [17 Activities]
      • 01. Being a Tax Preparer: Supplemental Gains and Losses (Video)
      • 02. Filing and Paying Business Taxes
      • 03. Filing and Paying Business Taxes, Part 2
      • 04. Employment Taxes and Information Returns
      • 05. Accounting Periods and Methods
      • 06. Accounting Periods and Methods, Part 2
      • 07. Accounting Periods and Methods, Part 3
      • 08. Introduction to Business Disposition, Credits, Income and More (Video)
      • View Additional Activities
        • 09. Dispositions of Business Property
        • 10. Business Income and Business Credits
        • 11. Rents and Canceled Debt
        • 12. Other Income and Items That Are Not Income
        • 13. Guidelines for Selected Occupations
        • 14. Accounting for Income
        • 15. Figuring Cost of Goods Sold
        • 16. Figuring Gross Profit
        • 17. Conclusion (Video)
    • Supplemental Gains & Losses Exam (6 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!

Course Reviews

January 24th, 2018
no it was just right for me

December 29th, 2017
Excellent courses!

December 29th, 2017
I really enjoyed this course and would buy it again.

December 28th, 2017
Learned and excellent review

November 20th, 2017
Overall, the course was well-prepared for the most part. I recommend this course.

December 29th, 2017
I completed the course using a tablet and several times. If the monitor went to sleep I would have to redo the whole section. This happened 5 or 6 times

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