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10/12/2015 12:00 AM

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12/31/2016 12:00 AM

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8 CPE for AFSP - The IRS limits each PTIN holder to a maximum of 10 CE credits for EA Exam Review Courses annually.

Registration will be available in mid October

Fees: $135 for Members and $159 for Nonmembers

Includes webinar recording, PDF of the textbook, electronic flashcards, interactive practice exams and virtual preparation guide. CPE is issued after exam is successfully completed.

This course is designed to help you prepare for and pass Part I: Individual Taxation Special Enrollment Examination (SEE). The information in this course is referenced to the Internal Revenue Code as amended through December 31, 2014, and is applicable for those taking the exam between May 1, 2015 and February 28, 2016.

Upon completion of this on-demand webinar, you will be able to:

  • Assess information from the prior year return to thoroughly report current year information.
  • Identify criteria that require an individual to file an income tax return to comply with federal law.
  • Determine if a person meets the definition of a qualifying child or a qualifying relative so the taxpayer can claim the person as a dependent.
  • Identify items of reportable income and expenses for individual taxpayers.
  • Calculate taxable income from retirement plan or IRA distributions to provide the taxpayer with maximum basis recovery.
  • Differentiate between a refundable credit and a nonrefundable credit to provide the taxpayer with the minimum tax due.
  • Categorize the sale or disposition of assets to properly classify and report gain or loss.
  • Explain the tax consequences of gifting either cash or property.
  • Identify the primary filing obligations in regard to a deceased taxpayer.
Presented by: Randy Lawshé, EA, MBA

CPE Sponsor Information

Course Year: 2015
Duration: 8 credit hours
Course Level: Intermediate
Prerequisite: Basic knowledge of federal taxation
Advanced Preparation: None
Delivery Method: QAS Self-Study

                          CPE Credits       Designation      Field of Study
IRS8AFSP     Federal Tax Law Topic
IRS0EA     N/A
NASBA0CPA     N/A
CTEC0CRTP     N/A
CFP Board0CFP®     N/A

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