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 professionals, 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. Courses include:
- Gross Income, Capital Exchanges
- Basis of Assets and Depreciation
- Standard and Itemized Deductions Part 2
- Sales and Exchange of Capital Assets
- Standard and Itemized Deductions Part 1
- Line by Line Instructions
- Amended Returns
- Other Income
- Ethics for Tax Advisers; Review of Circular 230
Approved By: International Revenue Service (IRS)
- Amended Returns
- Amended Returns [7 Activities]
- 01. Amended Returns
- 02. What Is an Amended Return
- 03. Form 1040-X
- 04. Form 1040-X: Lines 1 through 10
- 05. Form 1040-X: Lines 12 Through 23
- 06. Form 1040-X: Part I and II
- 07. IRS Collections
- Amended Returns - Final Exam (14 questions)
- Amended Returns [7 Activities]
- Other Income
- Other Income [4 Activities]
- 01. Other Forms of Income, Part 1 Introduction
- 02. Other Forms of Income, Part 2
- 03. Other Forms of Income, Part 3
- 04. Additional Income
- Other Income - Final Exam (7 questions)
- Other Income [4 Activities]
- Basis of Assets and Depreciation
- Basis of Assets and Depreciation [12 Activities]
- 01. Basis of Assets and Depreciation
- 02. Basis of Property
- 03. Business Assets
- 04. Anti-Churning Rules
- 05. Allocating the Basis of Multiple Assets
- 06. Adjustment Basis of Business Assets
- 07. Basis Other Than Cost
- 08. Nontaxable Exchange & Stock and Bond Basis
- View Additional Activities
- 09. Loans with Low or No Interest
- 10. How to Depreciate Property, Part 1
- 11. How to Depreciate Property, Part 2
- 12. Conclusion to Basis of Assets and Depreciation
- Basis of Assets - Final Exam (21 questions)
- Basis of Assets and Depreciation [12 Activities]
- Line by Line Instructions
- Line by Line Instructions [4 Activities]
- 01. What's New for Tax Year 2024 & Filing Requirements
- 02. Line Instructions, Part 1
- 03. Line Instructions, Part 2
- 04. Line Instructions - Part 3
- Line by Line Instructions - Final Exam (14 questions)
- Line by Line Instructions [4 Activities]
- Gross Income, Capital Exchanges, and Property Basics
- Gross Income, Capital Exchanges, and Property Basics [19 Activities]
- 01. Gross Income, Capital Exchanges, and Property Basis
- 02. Tip Income
- 03. Interest Income
- 04. Interest Income: OID & Other Situations
- 05. Introduction to Taxable Bonds and Other Interest Income
- 06. Taxable Interest and Debt Instruments
- 07. Taxable Interest and Education Bonds; Taxable Interest and Federal Securities
- 08. Other Taxable Items or Events
- View Additional Activities
- 09. Conclusion of Gross Income
- 10. Basis of Property
- 11. Basis of Property, Part 2
- 12. Sale of Property
- 13. Sale of Property, Part 2
- 14. Sale of Property, Part 3
- 15. Sale of Property, Part 4
- 16. Selling a Home
- 17. Selling a Home, Part 2
- 18. Reporting Capital Gains and Losses
- 19. Sale & Exchange of Capital Assets Conclusion
- Gross Income - Final Exam (49 questions)
- Gross Income, Capital Exchanges, and Property Basics [19 Activities]
- Ethics for Tax Advisers; Review of Circular 230
- Ethics for Tax Advisers; Review of Circular 230 [7 Activities]
- 01. Ethics for Tax Advisers & Review of Circular 230
- 02. What is Ethics
- 03. Circular 230
- 04. Subpart B Ethical Duties
- 05. Subpart C Penalties for Violations
- 06. Subpart D Rules of Disciplinary Proceedings
- 07. Decision & Enforcement
- Ethics - Final Exam (10 questions)
- Ethics for Tax Advisers; Review of Circular 230 [7 Activities]
- Sales and Exchange of Capital Assets
- Sales and Exchange of Capital Assets [11 Activities]
- 01. Sale & Exchange of Capital Assets
- 02. Basis of Property
- 03. Basis of Property, Part 2
- 04. Sale of Property
- 05. Sale of Property, Part 2
- 06. Sale of Property, Part 3
- 07. Sale of Property, Part 4
- 08. Selling a Home
- View Additional Activities
- 09. Selling a Home, Part 2
- 10. Reporting Capital Gains and Losses
- 11. Sale & Exchange of Capital Assets Conclusion
- Sales and Exchange of Capital Assets - Final Exam (10 questions)
- Sales and Exchange of Capital Assets [11 Activities]
- Standard and Itemized Deductions Part 1
- Standard and Itemized Deductions Part 1 [14 Activities]
- 01. Standard and Itemized Deductions
- 02. Standard Deduction
- 03. Medical and Dental Expenses, Part 1
- 04. Medical and Dental Expenses, Part 2
- 05. Medical and Dental Expenses, Part 3
- 06. Taxes, Part 1
- 07. Taxes, Part 2
- 08. Interest Expense
- View Additional Activities
- 09. Interest Expense: Points and Investment Interest
- 10. Interest Expense: Prohibited Items and How To Report
- 11. Charitable Contributions, Part 1
- 12. Charitable Contributions, Part 2
- 13. Charitable Contributions, Part 3
- 14. Contributions, Part 4
- Standard Deductions Part 1 - Final Exam (25 questions)
- Standard and Itemized Deductions Part 1 [14 Activities]
- Standard and Itemized Deductions Part 2
- Standard and Itemized Deductions Part 2 [13 Activities]
- 01. Nonbusiness Casualty and Theft Losses, Part 1
- 02. Nonbusiness Casualty and Theft Losses, Part 2
- 03. Car Expenses and Other Employee Business Expenses, Part 1
- 04. Car Expenses and Other Employee Business Expenses, Part 2
- 05. Car Expenses and Other Employee Business Expenses, Part 3
- 06. Car Expenses and Other Employee Business Expenses, Part 4
- 07. Car Expenses and Other Employee Business Expenses, Part 5
- 08. Car Expenses and Other Employee Business Expenses, Part 6
- View Additional Activities
- 09. Car Expenses and Other Employee Business Expenses, Part 7
- 10. Tax Benefits for Work-Related Education
- 11. Miscellaneous Deductions, Part 1
- 12. Miscellaneous Deductions, Part 2
- 13. Conclusion
- Standard Deductions Part 2 - Final Exam (8 questions)
- Standard and Itemized Deductions Part 2 [13 Activities]
- Course Completion
- Mandatory Questionnaire
- Amended Returns - Certificate of Completion (1 of 9)
- Other Income - Certificate of Completion (2 of 9)
- Basis of Assets and Depreciation - Certificate of Completion (3 of 9)
- Line by Line Instructions - Certificate of Completion (4 of 9)
- Gross Income, Capital Exchanges, and Property Basics - Certificate of Completion (5 of 9)
- Ethics for Tax Advisers; Review of Circular 230 - Certificate of Completion (6 of 9)
- Sales and Exchange of Capital Assets - Certificate of Completion (7 of 9)
- Standard and Itemized Deductions Part 1 - Certificate of Completion (8 of 9)
- Standard and Itemized Deductions Part 2 - Certificate of Completion (9 of 9)
- Student Evaluation
- Guaranteed Next Business Day Reporting
