EA SEE Test Prep Part I Individuals
RegisterIsaac McRae EA, NTPI Fellow, MST; Rodney Boswell EA, MBA
Day 1
- Registration 7:30 AM - 8:00 AM
- Session Begins 8:00 AM
- Lunch 12:00 PM - 1:00 PM
- Session Concludes 5:00 PM
Day 2
- Registration 7:30 AM - 8:00 AM
- Session Begins 8:00 AM
- Session Concludes 12:00 PM
EA SEE Test Prep Part I Individuals 5 CPE
CTEC: Tax Law 5 CPE
Topics will include:
- Preliminary Work and Taxpayer Data
- Income and Assets
- Deductions and Credits
- Taxation*
- Advising the Individual Taxpayer*
- Specialized Returns for Individuals
- Identify the overall format for computing tax liability, including the key components of gross income, deductions for and from adjusted gross income, tax liability, and prepayments and credits
- Determine deductions, filing status, and requirements to file.
- Recognize special gross income and related exclusion rules for a variety of sources of income, including salaries and wages, fringe benefits, dividends, interest, rents, annuities and social security
- Apply the special deduction rules for passive losses, alimony, and other expenses allowed as deductions for adjusted gross income
- Identify the major categories of itemized deductions and related limitations
- Identify capital assets and apply the basic netting rules for capital gains and losses
- Calculate recognized gain or loss and basis on various sales or exchanges of personal and investment properties, including installment sales
- Review and apply the basic rules for refundable and nonrefundable personal credits
- Recognize special issues and computations related to estimated taxes, the alternative minimum tax, and the allocable parental tax
- Understand the qualifications for contributions to Individual Retirement Accounts and possible limits and/or restrictions on related deductions
- Identify the key components of the federal estate tax and gift tax in determining federal transfer tax liabilities
- Recognize key issues in gathering taxpayer data, preparing returns, and advising taxpayers as to various tax minimization strategies
Official Registry Statement:
The National Society of Tax Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CTEC Disclosure Statement:
The National Society of Tax Professionals has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual "continuing education" requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.
Administration Policies: In Person Events
The following policies apply to all individuals attending our events, regardless of membership status.
Attendance Policy
- Advance registration is required. We are unable to accommodate walk-in attendees, and payment must be received prior to the start of the class.
- Only paid registrants can attend seminars. In consideration of your fellow attendees, guests will need to depart before the session begins.
- Executive Members who do not attend a registered event will be charged a $150 No-Show Fee.
Late Registration Fees
- 14 days prior to the event: $50.00
- 7 days prior to the event: $75.00
- 2 days prior to the event: $95.00
Cancellations, Transfers & Refunds
- 30+ days prior to the event: Transfer to another event for $35 or receive a full refund.
- 15–29 days prior to the event: Transfer to another event for $50 or receive a refund.
- 7–14 days prior to the event: Transfer to another event for $75. No refunds.
- No partial refunds or discounts will be issued for missed portions of the course.
Disclaimer
- Course materials and presentations are intended to stimulate thought and discussion and to provide attendees useful ideas and guidance in the areas of federal taxation and administration. These materials as well as the comments of the instructors do not constitute and should not be treated as tax advice regarding the use of any tax procedure, tax planning technique, device or suggestion, or any of the tax consequences associated with them.
- Although the NSTP has made every effort to ensure the accuracy of the materials and the seminar presentation, neither the author, the presenter nor the National Society of Tax Professionals assumes any responsibility for any individual’s reliance on the written or oral information presented during the presentation. Each attendee should verify independently all statements made in the materials, and during the seminar presentation, before applying them to a particular fact pattern and should determine independently the tax and other consequences of using any device, technique, or suggestion before recommending the same to a client or implementing the same on behalf of a client, or on the attendee’s own behalf.
- Course materials & presentations are protected under copyright law. Any unauthorized copying, resale, distribution, or use beyond personal use is prohibited and will be prosecuted to the fullest extent of the law.
- NSTP reserves the right to cancel any program or course for circumstances that are not under direct control of NSTP. If a course or program is cancelled, participants will be refunded 100% of their registration fee.
More Information
For more information regarding refund, cancellation, and complaint policies, contact our offices at 1(800) 367-8130.