Oregon 3 Hour Adjustments to Income

$15.00

3 Hour Course

Course ID: UUBXU-U-00019-18-S

Approved By: Internal Revenue Service (IRS)


Add to Cart 8777246150

AYPO offers this 3-hour course, designed especially for licensed tax preparers! In the course, we'll address adjustments to income, such as alimony, contributions to retirement accounts, and education expenses that carry tax benefits.

While contributions to retirement accounts often receive favorable tax treatments, early withdrawals and missed distributions can incur penalties. We'll discuss all of these in this course.

We'll also look at the changes to how alimony is declared for those paying and receiving it. After that, we'll tackle education expenses which can be tax-deductible, including student loan interest and certain educator expenses.

  • Income Adjustments
    • Income Adjustments on Federal Tax Returns [14 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. Introduction to Education-Related Adjustments and Moving Expenses (Video)
        • 13. Education-Related Adjustments
        • 14. Education-Related Adjustments, Part 2
    • Final Quiz (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!