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EA SEE Test Prep Part I Individuals | Las Vegas, EA Bootcamp

Course Price: N/A
CPE Credits
5
Date
Monday, October 18, 2021
Course Time
08:00am - 12:00pm
Advanced Preparation
None
Course Level
Intermediate
Prerequisite
1-2 Years of Tax Experience
IRS CPE
5
NASBA CPE
5
CTEC CPE
5
Instructor
Rodney Boswell EA; Isaac McRae EA, NTPI Fellow, MST
Course Description

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

*The old Domain named “Taxation and Advice” was split into two separate domains called ‘Taxation’ and ‘Advising the Individual Taxpayer’.

Learning Objectives
  • 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

FAQ

To receive the member price, first log into your member account. Your member discount will then be automatically applied. We can also take your registration by phone.

This varies by location and seminars. Please check your specific course schedule for more details.

Yes. Each attendee will need to make their own travel and hotel reservations.

Your registration confirmation will be emailed to you when your payment is processed. During our busy season, this can take up to 2-3 business days after we receive your registration.

Check your SPAM folder for the email. To prevent SPAM filters from blocking our emails please add taxes@nstp.org to your address book or safe senders list. For more information, click How to Whitelist an Email Address or Email Whitelist Instructions.

Yes. If you have a PTIN on file with us, we will submit your hours. To insure we have your correct info, please provide your PTIN when you register for a course. Please notify us if you have recently submitted a name change request to the IRS.

Your certificate will be emailed to you within 10 business days of the completion of the course.

Administration: EA Bootcamp
EA Bootcamp Refunds
  • Refunds or transfers to future education are allowed up to 7 days prior to the beginning of the course.
  • A $25 administrative fee will be charged for all course changes.
  • There are no partial refunds or discounts if a portion of the course is missed.
  • Once the Course Materials PDF is emailed, refunds are no longer available for that course.
EA Bootcamp Registration
  • Registrations must be received no later than 7 days prior to the beginning of the course.
  • Registrations received after this date will be subject to a $35 late fee.
EA Bootcamp Cancellation Policy
  • A $25 administration fee will be charged for all course changes.
EA Bootcamp Changes
  • An administrative charge of $25 will be assessed when any requested course changes are made.
  • Live courses may not be retaken without additional payment.
EA Bootcamp Cancellation
  • 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.
EA Bootcamp Walk-In
  • We do not accept walk-in attendees. Payment must be received in advance of the class.
EA Bootcamp Disclaimer
  • EA Bootcamp materials and EA Bootcamp 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.
  • EA Bootcamp materials & presentations are fully protected under copyright law. Any attempt to copy for resale, distribution, or use other than personal use for tax preparation will be fully prosecuted of the law.
EA Bootcamp Attendance Policy
  • Only paid registrants can attend seminars. In consideration of your fellow attendees, guests will need to depart before the session begins.
More Information For more information regarding refund, cancellation, and complaint policies, please contact our offices at 1(800) 367-8130.