16 Hour Enrolled Agent Package - 2018

$39.00

16 Hour Course

Course ID: Package

Approved By: Internal Revenue Serive (IRS)

4.9 13 Reviews

Add to Cart (877) 724-6150

This 16-hour course will meet the minimum requirement for enrolled agents’ yearly CE (out of the three-year 72 hour requirement).

In this course, we’ll cover some of the most important topics for tax preparers to stay current on. We’ll begin with an examination of gross income. While this is straightforward for many clients, those who receive tipped income, or income from interest, bonds, or securities are a bit more complex, and those are the very situations that we’ll review.

Then, we’ll look at adjustments to income. Items that may require adjustments to clients’ income include IRAs, Roth IRAs, alimony, and education-related adjustments. We’ll also spend a bit of time looking at credits, and reviewing which credits are no longer available, which may be rolled over, and which are completely expired.

Other additions to federal income tax returns will be discussed as well. This includes a variety of topics such as the Alternative Minimum Tax, items relating to minors, estimated taxes, and FICA. Part of our discussion will include the qualifying tests for a dependent relative or child.

Finally, we’ll conclude the course with the required Ethics class. This class will cover the definition of ethics, language important to understand in this discussion, and the taxpayer bill of rights. If you have previously taken ethics with AYPO, please contact Customer Service (877-724-6150) to ensure that this is a unique Ethics course for you.

 

Each class in this course will be followed by a short exam to ensure student retention.

  • Federal Tax Laws In General
    • Gross Income [17 Activities]
      • 01. Being a Tax Preparer: Gross Income (Video)
      • 02. Tip Income
      • 03. Reporting Tip Income
      • 04. Declaring Tip Income
      • 05. Interest Income
      • 06. Managing Interest Income
      • 07. Interest Income: OID
      • 08. Interest Income: Other Situations
      • View Additional Activities
        • 09. Taxable Interest
        • 10. Introduction to Taxable Bonds and Other Interest Income (Video)
        • 11. Taxable Interest and Debt Instruments
        • 12. Taxable Interest and Bonds
        • 13. Taxable Interest and Education Bonds
        • 14. Taxable Interest and Federal Securities
        • 15. Insurance and Other Taxable Items or Events
        • 16. How To Report Interest Income
        • 17. Conclusion (Video)
    • Gross Income Exam (12 questions)
    • Income Adjustments on Federal Tax Returns [13 Activities]
      • 01. Being a Tax Preparer: Introduction to Adjustments to Income (Video)
      • 02. Individual Retirement Arrangements (IRAs)
      • 03. Individual Retirement Arrangements (IRAs), Part 2
      • 04. Individual Retirement Arrangements (IRAs), Part 3
      • 05. Individual Retirement Arrangements (IRAs), Part 4
      • 06. Individual Retirement Arrangements (IRAs), Part 5
      • 07. Individual Retirement Arrangements (IRAs), Part 6
      • 08. Introduction to Roth IRAs and Alimony (Video)
      • View Additional Activities
        • 09. Roth Individual Retirement Arrangements (IRAs)
        • 10. Alimony
        • 11. Alimony, Part 2
        • 12. Education-Related Adjustments
        • 13. Education-Related Adjustments, Part 2
    • Income Adjustments Exam (12 questions)
  • Federal Tax Laws: Special Topics
    • Credits [28 Activities]
      • 01. Being a Tax Preparer: Introduction to Credits (Video)
      • 02. How to Figure Taxes
      • 03. Tax on Unearned Income of Certain Children
      • 04. Tax for Certain Children Who Have Unearned Income, Part 2
      • 05. Child and Dependent Care Credit
      • 06. Work-Related Expenses
      • 07. Work-Related Expenses, Part 2
      • 08. Work-Related Expenses, Part 3
      • View Additional Activities
        • 09. Credit for Elderly or Disabled
        • 10. Child Tax Credits
        • 11. Education Credits
        • 12. Qualified Education Expenses
        • 13. Tax Preparer: Introduction to the Earned Income Credit (Video)
        • 14. Earned Income Credit (EIC), Rule 1
        • 15. Earned Income Credit (EIC), Rules 2-6
        • 16. Earned Income Credit (EIC), Rule 7
        • 17. Earned Income Credit (EIC), Rule 8
        • 18. Earned Income Credit (EIC), Rule 9
        • 19. Earned Income Credit, Rule 9, Part 2
        • 20. Earned Income Credit (EIC), Part C
        • 21. Earned Income Credit, Part C
        • 22. Premium Tax Credit (PTC)
        • 23. Premium Tax Credit (PTC), Part 2
        • 24. Other Credits
        • 25. Other Credits, Part 2
        • 26. Other Credits, Part 3
        • 27. Refundable Credits
        • 28. Conclusion (Video)
    • Credits Exam (20 questions)
    • Other Additions to Federal Income Tax Returns [14 Activities]
      • 01. Other Taxes and Payments (Video)
      • 02. Alternative Minimum Tax
      • 03. AMT Income Brackets
      • 04. Minor Children
      • 05. The Qualifying Child Tests
      • 06. The Qualifying Child Tests (continued)
      • 07. Qualifying Relatives
      • 08. Child Tax Credits
      • View Additional Activities
        • 09. Filing Taxes for a Minor's Income
        • 10. Estimated Tax and Excess FICA
        • 11. How Estimated Taxes Are Paid
        • 12. FICA
        • 13. The Affordable Care Act
        • 14. Conclusion (Video)
    • Other Additions Exam (12 questions)
  • Practice of Tax Preparation
    • Tax Preparer Ethics in the Age of TCJA [12 Activities]
      • 01. Tax Preparer Ethics in the Age of TCJA
      • 02. Learning Objectives
      • 03. Ethics Refresher
      • 04. Fundamental Ethical Principles
      • 05. Critical Thinking
      • 06. Standards of Ethical and Professional Conduct
      • 07. Tax Cuts and Jobs Act of 2017
      • 08. Major Changes
      • View Additional Activities
        • 09. Ethical Requirements of Enrolled Agents
        • 10. Can You Recover from an Ethical Lapse?
        • 11. Ethics Resources and Organizations for Tax Professionals
        • 12. Conclusion
    • Ethics Quiz (15 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

November 15th, 2018

November 8th, 2018

November 8th, 2018

November 4th, 2018

October 30th, 2018

October 28th, 2018

October 19th, 2018

October 15th, 2018

October 12th, 2018

October 3rd, 2018

September 18th, 2018

June 4th, 2018

October 27th, 2018