Making tax education "less taxing"
Call Us Toll Free: 1-888-342-1040

Continuing Education

Our courses are currently being updated with the latest tax information. Thank you for your patience!


The IRS has announced a new voluntary Annual Filing Season Program (AFSP) for tax preparers. Learn more about this program and how it may affect you here.

 


How it works…

Step 1 – Order your course. Choose PDF e-delivery or a print copy to be shipped to you.

Step 2 – Receive your course via email (PDF delivery) or via USPS Priority mail.

Step 3 – Read the material and complete the continuing education exam at the end of each topic.

Step 4 – Submit your answers to us via fax or online answer sheet. We’ll quickly grade your exams, upload your completion information and send you a certificate of completion.

Step 5 – Renew your PTIN.


Our Topics Include…

Tax Update & ObamaCare – The latest and greatest in tax information. Revised for 2015, this course includes information about the Affordable Care Act, aka “ObamaCare.”  This course fulfills the RTRP/EA continuing education requirement for 3 hours of tax update.
Earned Income Credit – This self-study course gives the tax professional an in-depth look at one of the most popular tax credits available — the earned income tax credit (EITC). This three-hour course begins with a look at credits vs. deductions and non-refundable vs. refundable credits and continues on to discuss the rules for taxpayers with and without qualifying children. Finally, the course concludes with a discussion about paid preparer responsibilities and some sample scenarios.
Personal/Dependent Exemptions – This three-hour, self-study course is an excellent refresher in the area of personal and dependent exemptions. The practitioner will review the rules for claim an exemption for themselves, a spouse as well as any dependents. The rules for a qualifying child and a qualifying relative are covered in addition to multiple support agreements.
The Sole Proprietor, Generally – The Sole Proprietor, Generally is an in-depth look at the sole proprietor and the preparation and filing of Schedule C. It reviews husband and wife businesses, hobby income rules, and start-up costs before delving into a line by line look at Schedule C. Material participation is discussed as is the business use of a home. This four-hour course also examines the scenario when a taxpayer receives a Form 1099-MISC but is actually an employee rather than an independent contractor.

Other topics include Tax Implications of Bankruptcy, Intro to Limited Liability Companies, Travel & Entertainment Expenses and new topics to be introduced in 2015.

 

Newsletter & Updates