Oregon 30 Hour Tax Preparer CE for 2018

$59.00

30 Hour Course

Course ID: UUBXU-U-00014-18-S, UUBXU-T-00003-17-S, UUBXU-U-00016-18-S,UUBXU-U-00019-18-S, UUBXU-U-00015-18-S, UUBXU-U-00021-18-S,UUBXU-U-00017-18-S, UUBXU-U-00018-18-S, UUBXU-E-00001-17-S

Approved By: Internal Revenue Service (IRS)

4.6 88 Reviews

Add to Cart (877) 724-6150

This 30-hour course will provide Oregon tax preparers and tax consultants with all of the continuing education necessary for license renewal, including ethics.

The course will begin by reviewing the federal filing requirements for taxes. Topics we'll cover here include who is required to file, how to select the correct form, how to file for an extension, and how to handle things like identity theft and mistakes on returns. After that, we'll cover the parameters of federal filing status, and discussing the qualifications required for each type of status.

In our Gross Income class, we'll talk about what qualifies as gross income and therefore must be reported. This includes a discussion of recording and reporting tips, as well as interest income, and other indirect income.

Retirement accounts will be covered in our class on income adjustments. We'll discuss how different retirement accounts and types of accounts affect a taxpayer's return, and we'll touch on some alimony and education-related adjustments as well.

After that, we'll move on to some more specialized topics, starting with the taxation of rental income and expenses. This class will address the types of expenses that rental housing can require, and what tax benefits they qualify for. We'll talk about how rental income is taxed, practice depreciation deductions, and review the new tax provisions that benefit owners of rental real estate.

In our class on additional schedules, we'll look at some of the most commonly-used schedules: C, F, J and SE. We'll cover who these are intended for and what benefits they offer to taxpayers. These schedules will be examined in detail, before we move on to our credits class. This lesson will examine the federal credits offered to taxpayers, and we'll identify the credits which are no longer available.

In Other Additions to Federal Income Tax Returns, we'll take an in-depth look at the Alternative Minimum Tax (AMT) and it's new guidelines under the Tax Cuts and Jobs Act. We'll perform some sample calculations under AMT rules, before we review the various credits available to those with minor children. Finally, we'll look at FICA and estimated taxes.

The course will conclude with the required Ethics class, where we'll talk about the nature of ethics, why they matter to tax preparers, and how to serve clients ethically in your profession. Each class in this course package will be followed by a short quiz.

  • Federal Tax Laws In General
    • 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 [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
    • 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 (11 questions)
    • 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
    • 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)
  • 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

October 14th, 2018
GOOD MATERIALS,

September 28th, 2018
the course is Great! and very easy to understand. Something that I would change though is the fact that In every "section" there are too many chapters and to go check on something you have to go thought each page. But After all it is great. I would go it again.

September 23rd, 2018
Could add if possible changes in tax forms for the upcoming year.

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