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Self-Study

Learn about a tax topic on your own time, at your own pace. Study the course materials and pass the final test to earn continuing education credits.

Picture of Charitable Contributions

Charitable Contributions

Area: Federal Tax Law

Description: NEW!

Individual taxpayers can deduct charitable contributions on their personal tax return if they meet certain requirements. The rules can be somewhat complex. This course provides guidance on the charitable contribution deduction, including information on rece...

$15.00
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Estates and Trusts

Area: Federal Tax Law

Description: NEW!

The saying is true, nothing is certain but death and taxes. The better we understand the requirements associated with Tax Form 706, for Decedents Dying After December 31, 2020, the better we can serve our clients’ memories, their surviving families, or thei...

$15.00
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Standard and Itemized Deductions

Area: Federal Tax Law

Description: NEW!

Gain an overview of standard and itemized deductions, including new rules applying to the TCJA and the CARES Act. As the standard deduction is a basic deduction, most of the information in this course is centered around the different itemized deductions.

$30.00
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Tax Credit for the Elderly and Disabled

Area: Federal Tax Law

Description: NEW!

With the costs of housing, healthcare, prescriptions, and other necessities being so high, the tax credit for the elderly and disabled may prove immensely valuable to your clients. This course will help you recognize when an individual qualifies for the...

$15.00
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Education Tax Benefits

Area: Federal Tax Law

Description: This course examines the programs, credits, deductions, and federal income tax treatment of various items that affect saving for and financing an individual’s education.
$60.00
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EITC Due Diligence

Area: Federal Tax Law

Description:

This course presents an overview of the earned income credit (EIC) rules and the common errors uncovered by the IRS in connection with claims for the credit.

Last Revision: May 2021

$30.00
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Enrolled Agent Ethical Standards - Practices and Procedures

Area: Ethics

Description: This course examines enrolled agent conduct standards with respect to professional practice. It identifies the individuals who may practice before the IRS and defines the term “practice before the Internal Revenue Service". Revision Date: January 2020
$30.00
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Federal Income Tax Changes 2021

Area: Tax Update

Description: Each year, various limits affecting income tax preparation and planning change. Some changes commonly occur each year as a result of inflation indexing, while others occur because of new legislation or the sunsetting of existing law. This course will examine the tax changes that took effect as a res...
$90.00
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Federal Response to the Coronavirus Pandemic

Area: Tax Update

Description:

This course provides a general review of the principal provisions of the CARES Act and of other federal tax-related stimulus legislation passed during 2020, including a discussion of the American Rescue Tax Plan Act (ARPA) that became law on March 11, 2021.

Last Revision: March 2021

$30.00
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Home-Office Deduction

Area: Federal Tax Law

Description: This course examines the federal income tax deduction for business use of a home. Revision Date: January 2020
$45.00
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Innocent Spouse Relief - From Application to Alleviation of Tax Burden

Area: Federal Tax Law

Description: Spouses filing joint returns are joint and several liable for any resulting taxes. This liability follows both spouses until paid, even if the spouses later divorce. Innocent spouse relief provides the opportunity to escape joint and several liability in certain circumstances.
$15.00
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Keeping Taxpayer Data Secure

Area: Federal Tax Law

Description: In this course, tax preparers are introduced to the problem of cybercrime and its costs, offered methods that can be expected to reduce the chances of becoming a cybercrime victim, and informed of proper steps to take if they do become victims of cybercrime.
$30.00
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Practice Before the IRS

Area: Federal Tax Law

Description: This course addresses the nature of practice before the IRS, identifies those permitted to engage in such practice and examines the power of attorney under which a taxpayer authorizes representation before the IRS.
$30.00
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Tax Treatment of Individual Retirement Arrangements

Area: Federal Tax Law

Description: This course examines the taxation of individual retirement arrangements (IRAs). In so doing, it discusses traditional and Roth IRAs, addressing the federal rules concerning: contribution limits and tax treatment; tax treatment of traditional IRA distributions, including regular, early and lifetime r...
$30.00
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Tax Treatment of Life Insurance Proceeds

Area: Federal Tax Law

Description: This course discusses the income tax treatment of death benefits and living proceeds from life insurance contracts. It considers the statutory definition of life insurance contained in Internal Revenue Code §7702 and the tax consequences of a life insurance contract’s failure to meet the definition....
$45.00
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Tax Treatment of Retirement Plans Pensions and Annuities

Area: Federal Tax Law

Description: We discuss the federal income tax treatment and limitations related to qualified employee plan contributions and distributions, as well as commercial annuity contracts. Revision Date: October 2021
$45.00
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