Federal CE

Our continuing education modules give EA’s, CPA's, AFSP Record of Completion holders, and unenrolled preparers the ability to complete their annual continuing education by choosing topics that is best for them and their clients. The EA bundle is one price for all included modules.

Courses in this category

2017 EA Bundle +show bundle description $199.00
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Description
Enrolled Agents can take all of these IRS approved continuing education courses for one low price!
Courses in this bundle
  • 2017 2 Hours Ethics
  • 2017 2 Hours Filing Status
  • 2017 4 Hours Income
  • 2017 2 Hours Gathering Taxpayer Information
  • 2017 2 Hours Identity Theft
  • 2017 2 Hours Standard Deduction, Exemptions and Dependents
  • 2017 2 Hours Business Income
  • 2017 2 Hours Adjustments to Income
  • 2017 2 Hours Itemized Deductions
  • 2017 2 Hours Depreciation
  • 2017 2 Hours Capital Gains and Losses
  • 2017 2 Hours Tax Credits and Payments
  • 2017 2 Hours Other Taxes and Taxpayer Penalties
  • 2017 2 Hours Electronic Filing
  • 2017 2 Hours Extensions and Amendments
  • 2017 3 Hours Federal Updates
2017 2 Hours Ethics +show course description $29.00
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Objectives

 

At the end of this lesson, the student will:

 

  • Ø  Understand professional responsibility in tax preparation
  • Ø  Understand tax preparer’s responsibilities
  • Ø  Understand the tax preparer qualification and representation rights
  • Ø  Comprehend the refundable credits due diligence 
  • Ø  Know the consequences of preparing fraudulent tax returns
2017 2 Hours Filing Status +show course description $29.00
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Objectives

 

At the end of this lesson the student will:

 

Ø  List the five filing statuses

Ø  Recall the requirements for each filing status

Ø  Understand what types of income are included in determining support

 

Ø  Recognize the requirements to claim a qualifying dependent

2017 4 Hours Income +show course description $29.00
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Objectives

 

At the end of this lesson, the student will:

 

·          Explain “worldwide income”

·          Understand where to report wage and other compensation

·         Differentiate earned vs. unearned income

 

·          Describe where each box on Form W-2 is reported

2017 2 Hours Gathering Taxpayer Information +show course description $29.00
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Objectives

 

At the end of this lesson the student will:

 

Ø  Know who must apply for an ITIN

Ø  Identify the different segments of Form 1040

Ø  Recognize the general items from each section

Ø  Understand the information needed to file a correct tax return

Ø  Learn sample questions for each section to build your interviewing skills

 

 

2017 2 Hours Identity Theft +show course description $29.00
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Objectives

 

At the end of this lesson the student will:

 

Ø  Understand the different types of identity theft

Ø  Learn how to identify frauds and scams

Ø  Identify the most common scams and frauds

 

 

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Objectives

 

At the end of this lesson the student will:

 

Ø  Understand how standard deduction works

Ø  Understand who can claim a higher standard deduction, and who cannot claim it

Ø  Recall the dependent test qualifications

Ø  Explain the qualifying child requirements

Ø  Identify the difference between a qualifying child and a qualifying relative

Ø  Describe the difference between custodial and noncustodial parent

Ø  Define how to determine a dependent

 

 

2017 2 Hours Business Income +show course description $29.00
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Objectives

 

At the end of this lesson the student will:

 

Ø  Identify the difference between the accounting periods and accounting methods

Ø  Understand the different requirements for an independent contractor and an employee

Ø  Explain when to use Schedule C-EZ and when to use Schedule C

Ø  List some start-up costs

Ø  Understand rental income

 

 

2017 2 Hours Adjustments to Income +show course description $29.00
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Objectives

 

At the end of this chapter the student will:

 

Ø  Understand how an adjustment to income can decrease the taxpayer’s AGI

Ø  Know what adjustments to income are reported on Form 1040A

Ø  Identify when Form 3903 is used

Ø  Explain the differences between tuition and fees deduction and education credits

Ø  Define who qualifies for a student loan deduction

 

 

2017 2 Hours Itemized Deductions +show course description $29.00
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Objectives

 

At the end of this lesson the student will:

 

Ø  Explain which deductions are limited to the 10% floor

Ø  Identify which deductions are limited to the 2% floor

Ø  Recap what are ordinary and necessary expenses reported on Form 2106

 

 

2017 2 Hours Depreciation +show course description $29.00
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Objectives

 

At the end of this lesson, the student will:

 

Ø  Describe when property cannot be depreciated

Ø  Recognize when depreciation begins and ends

Ø  Identify which method of depreciation to use for the property

 

 

2017 2 Hours Capital Gains and Losses +show course description $29.00
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Objectives

 

At the end of this lesson the student will:

 

Ø  Understand the difference between short-term and long-term capital gains

Ø  Explain the holding periods for different types of property

Ø  Identify capital assets

Ø  Determine basis before selling an asset

Ø  Know when the primary residence is excluded from capital gain

 

 

2017 2 Hours Tax Credits and Payments +show course description $29.00
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Objectives

 

At the end of this lesson the student will:

 

Ø  Understand how a nonrefundable credit affects the taxpayer’s tax liability

Ø  Name the refundable credits

Ø  Explain the EIC qualifications

Ø  Understand who qualifies for the additional child tax credit

Ø  Know the rules for the refundable portion of the American opportunity credit

 

 

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Objectives

 

At the end of this lesson the student will:

 

Ø  Understand when a parent should report their child’s investment income

Ø  Explain when a taxpayer must repay the premium tax credit

Ø  Determine how to calculate self-employment tax

Ø  Know how to report unreported tip income

Ø  Understand the taxability of excess social security

Ø  Identify when a taxpayer must pay an additional tax on IRAs

Ø  Explain when to use Schedule H

Ø  Explain why penalties may have been assessed

Ø  Identify the exceptions for filing a return late

 

 

2017 2 Hours Electronic Filing +show course description $29.00
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Objectives

 

At the end of this lesson the student will:

 

Ø  Understand the different e-filing options

Ø  Know which form(s) to use if the taxpayer wants to e-file (opt-out)

Ø  Recognize which forms are unable to be e-filed

 

 

2017 2 Hours Extensions and Amendments +show course description $29.00
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Objectives

 

At the end of this lesson the student will:

 

Ø  Understand when an amendment must be completed

Ø  Know what the Form 4868 allows the taxpayer to do

Ø  Understand the installment agreement

 

 

2017 3 Hours Federal Updates +show course description $29.00
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This course qualifies for 3 hours of federal tax law updates. 

 

CTEC requires that the CRTP renew their registration by October 31st. LTPA has 10 business days to upload your information to CTEC. If you complete your course on October 31st you may have to pay a late registration fee to CTEC. If you do not complete your continuing education by January 15, you may have to take the 60 hour qualifying education course again.

Click the reference guide to begin your course.

2017 Rental Real Estate +show course description $29.00
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2018 3 Hour Federal Tax Updates +show course description $149.00
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2017 15 Hour Continuing Education Course eBook +show course description $109.00
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This course has been approved by the IRS for 12 hours of IRS continuing education. There are two separate Parts in this course and the student must pass each lesson for each part with a 70% or better. Once you have completed the course you will need to print your certificate which is suitable for framing. Once you have printed your certificate we will upload your continuing education hours to IRS within 72 business hours.

Click here to view the sample book in an external window

Download the free 3-D Issue app to view the e-book on your Android or Apple device.

The student does not have to have any tax knowledge to take this course.

This course includes 12 IRS continuing education hours:

  • 2 Hours Ethics
  • 10 Hours Federal Tax Law

2 Hours Ethics: A brief overview of Circular 230 and what the requirements are for the paid tax preparer.

The student must pass the final with a 70 percent or better to earn a certificate of completion and to have their hours reported to IRS. Hours will be uploaded to IRS within 72 business hours from completion if PTIN was provided in the student profile.

10 Hours Federal Tax Law Topics Such As:

What is a Tax Preparer his/her Authorization Rights and Penalties, Filing Status and exemptions, Income, Other Taxes and Taxpayer Penalties, Itemized Deductions and Unreimbursed Employee Business Expenses, Nonrefundable and Refundable Credits, Business Entities and a brief overview of Offer in Compromise.

Please note: The website might experience some compatibility issues with older versions of Internet Explorer.

 

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For Best User Experience: Use Chrome 

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This course has been approved by the IRS for 15 hours of IRS continuing education. There are three separate Parts in this course and the student must pass each lesson for each part with a 70% or better. Once you have completed the course you will need to print your certificate which is suitable for framing. Once you have printed your certificate we will upload your continuing education hours to IRS within 72 business hours.

Click here to view the sample book in an external window

Download the free 3-D Issue app to view the e-book on your Android or Apple device.

The student does not have to have any tax knowledge to take this course.

This course includes 15 IRS continuing education hours:

  • 2 Hours Ethics
  • 10 Hours Federal Tax Law
  • 3 Hours Federal Tax Update

2 Hours Ethics: A brief overview of Circular 230 and what the requirements are for the paid tax preparer.

The student must pass the final with a 70 percent or better to earn a certificate of completion and to have their hours reported to IRS. Hours will be uploaded to IRS within 72 business hours from completion if PTIN was provided in the student profile.

10 Hours Federal Tax Law Topics Such As:

What is a Tax Preparer his/her Authorization Rights and Penalties, Filing Status and exemptions, Income, Other Taxes and Taxpayer Penalties, Itemized Deductions and Unreimbursed Employee Business Expenses, Nonrefundable and Refundable Credits, Business Entities and a brief overview of Offer in Compromise.

3 Hours Federal Tax Law UpdatesMajor changes to tax law that affect the 2017 filing season.

Please note: The website might experience some compatibility issues with older versions of Internet Explorer.

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For Best User Experience: Use Chrome 

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This course has been approved by the IRS for 16 hours of Maryland continuing education. There are three separate Parts in this course and the student must pass each lesson for each part with a 70% or better. Once you have completed the course you will need to print your certificate which is suitable for framing. Once you have printed your certificate we will upload your continuing education hours to IRS within 72 business hours.

Click here to view the sample book in an external window

Download the free 3-D Issue app to view the e-book on your Android or Apple device.

The student does not have to have any tax knowledge to take this course.

This course includes 16 IRS continuing education hours:

  • 2 Hours Ethics
  • 10 Hours Federal Tax Law
  • 4 Hours of Maryland Tax Law

2 Hours Ethics: A brief overview of Circular 230 and what the requirements are for the paid tax preparer.

The student must pass the final with a 70 percent or better to earn a certificate of completion and to have their hours reported to IRS. Hours will be uploaded to IRS within 72 business hours from completion if PTIN was provided in the student profile.

10 Hours Federal Tax Law Topics Such As:

What is a Tax Preparer his/her Authorization Rights and Penalties, Filing Status and exemptions, Income, Other Taxes and Taxpayer Penalties, Itemized Deductions and Unreimbursed Employee Business Expenses, Nonrefundable and Refundable Credits, Business Entities and a brief overview of Offer in Compromise.

4 Hours of Maryland Tax Law: Major changes to state tax law that affect the 2017 filing season.

Please note: The website might experience some compatibility issues with older versions of Internet Explorer.

View Course

For Best User Experience: Use Chrome 

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This course has been approved by the IRS for 16 hours of Maryland continuing education. There are three separate Parts in this course and the student must pass each lesson for each part with a 70% or better. Once you have completed the course you will need to print your certificate which is suitable for framing. Once you have printed your certificate we will upload your continuing education hours to IRS within 72 business hours.

Click here to view the sample book in an external window

Download the free 3-D Issue app to view the e-book on your Android or Apple device.

The student does not have to have any tax knowledge to take this course.

This course includes 16 IRS continuing education hours:

  • 2 Hours Ethics
  • 10 Hours Federal Tax Law
  • 4 Hours of Maryland Tax Law

2 Hours Ethics: A brief overview of Circular 230 and what the requirements are for the paid tax preparer.

The student must pass the final with a 70 percent or better to earn a certificate of completion and to have their hours reported to IRS. Hours will be uploaded to IRS within 72 business hours from completion if PTIN was provided in the student profile.

10 Hours Federal Tax Law Topics Such As:

What is a Tax Preparer his/her Authorization Rights and Penalties, Filing Status and exemptions, Income, Other Taxes and Taxpayer Penalties, Itemized Deductions and Unreimbursed Employee Business Expenses, Nonrefundable and Refundable Credits, Business Entities and a brief overview of Offer in Compromise.

4 Hours of Maryland Tax Law: Major changes to state tax law that affect the 2017 filing season.

Please note: The website might experience some compatibility issues with older versions of Internet Explorer.

2017 Maryland 4 Hour Tax Law eBook +show course description $39.00
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This course has been approved by the IRS for 4 hours of Maryland state tax law. The course contains the 2017 Maryland 4 Hour Tax Law eBook and a final quiz which you will have to pass with a 70% or better. Once you have completed the course you will need to print your certificate which is suitable for framing. Once you have printed your certificate we will upload your continuing education hours to IRS within 72 business hours.

Click here to view the sample book in an external window

Download the free 3-D Issue app to view the e-book on your Android or Apple device.

The student does not have to have any tax knowledge to take this course.

 

Please note: The website might experience some compatibility issues with older versions of Internet Explorer.

View Course

For Best User Experience: Use Chrome 

Google-Chrome-icon

This course has been approved by the IRS for 4 hours of Maryland state tax law. The course contains the 2017 Maryland 4 Hour Tax Law eBook and a final quiz which you will have to pass with a 70% or better. Once you have completed the course you will need to print your certificate which is suitable for framing. Once you have printed your certificate we will upload your continuing education hours to IRS within 72 business hours.

Click here to view the sample book in an external window

Download the free 3-D Issue app to view the e-book on your Android or Apple device.

The student does not have to have any tax knowledge to take this course.

 

Please note: The website might experience some compatibility issues with older versions of Internet Explorer.

View Course

In order to be included in the AFSP-Record of Completion, you must pass this course and pass the AFTR test by December 31, 2017.

Si desea comprar el libro de texto para este curso, por favor, llámenos al 866-936-2587 

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Click here to view the sample book in an external window

What is the Annual Filing Season Program for return preparers?

The Annual Filing Season Program is a voluntary program designed to encourage non-credentialed tax return preparers to participate in continuing education (CE) courses. Non-credentialed return preparers can elect to voluntarily demonstrate completion of basic 1040 filing season tax preparation and other tax law training through continuing education. Return preparers who complete the requirements for the Annual Filing Season Program will be issued a Record of Completion that they can display and use to differentiate themselves in the marketplace if desired. Preparers who participate are also included in a public database on IRS.gov that taxpayers use when searching for qualified tax return preparers. The Directory of Federal Tax Return Preparers with Credentials and Select Qualifications only includes attorneys, certified public accountants (CPAs), enrolled agents, enrolled retirement plan agents (ERPAs), enrolled actuaries, and individuals who have received an Annual Filing Season Program – Record of Completion.

Download the free 3-D Issue app to view the e-book on your Android or Apple device.

How do I obtain an Annual Filing Season Program (AFSP)-Record of Completion for Filing Season 2018?

In general, to obtain an Annual Filing Season Program – Record of Completion a return preparer must obtain 18 hours of continuing education from an IRS-approved CE Provider. The hours must include a 6 credit hour Annual Federal Tax Refresher course (AFTR) that covers filing season issues and tax law updates. The AFTR course must include a knowledge-based comprehension test administered at the conclusion of the course by the CE Provider. Unenrolled preparers who have passed recognized state or national tests qualify for an exemption from the AFTR course but still must obtain 15 hours of continuing education, have a preparer tax identification number (PTIN) for 2018, and consent to adhere to specific practice obligations outlined in Subpart B and section 10.51 of Treasury Department Circular No.230.

How and when will I get my Record of Completion?

After PTIN renewal season begins in October 2017, a Record of Completion will be generated to you once all requirements have been met, including renewal of your PTIN for 2018 and consent to the Circular 230 obligations.

If you have an online PTIN account, you will receive an email from TaxPro_PTIN@irs.gov with instructions on how to sign the Circular 230 consent and receive your certificate in your online secure mailbox.

If you do not have an online PTIN account, you will receive a letter with instructions for completing the application process and obtaining your certificate.

Please note: The website might experience some compatability issues with older versions of Internet Explorer.