24 Hour Enrolled Agent Package - 2018

$59.00

24 Hour Course

Course ID: Package

Approved By: Internal Revenue Service (IRS)

4.9 20 Reviews

Add to Cart (877) 724-6150

This 24-hour course for Enrolled Agents will satisfy one-third of the three-year CE requirements.

In this course, we will review a number of important concepts. We’ll begin by covering filing status, and discuss the requirements which must be met in order to file under each type of status.

Then, we’ll discuss gross income, including non traditional types of income, such as tipped professions, interest income, and bonds. After that, we’ll discuss the correct manner of making adjustments to income on federal tax returns. This includes adjustments for items such as IRAs, Roth IRAs, and alimony.

In the Special Topics section of the course, we will cover a few different schedules that you may find yourself using with clients: Schedules C, F, J, and SE. We’ll discuss the proper use of these forms and walk through them. We’ll also review credits for 2018, and other additions to tax returns.

Out final topic will be ethics. We’ll discuss what ethics really are, and how they factor into your practice as a tax preparer. This will include a discussion of some relevant legal terms, as well as an examination of the ethics of “frivolous” anti-tax arguments, 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 include a brief exam after the section, to ensure student retention.

  • Federal Tax Laws In General
    • 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 [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
    • Schedules [11 Activities]
      • 01. Additional Tax Schedules (Video)
      • 02. What are Schedules?
      • 03. Schedule C
      • 04. Schedule C, part 2
      • 05. Schedule C, part 3
      • 06. Schedule C, part 4
      • 07. Schedule F
      • 08. Schedule F, part 2
      • View Additional Activities
        • 09. Schedule J
        • 10. Schedule SE
        • 11. Conclusion (Video)
    • Schedules Exam (15 questions)
    • 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!

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