EA SEE Test Prep Part I Individuals | Las Vegas, EA Bootcamp
- 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
- 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
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.
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.
- 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.
- 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.
- A $25 administration fee will be charged for all course 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.
- 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.
- We do not accept walk-in attendees. Payment must be received in advance of the class.
- 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.
- Only paid registrants can attend seminars. In consideration of your fellow attendees, guests will need to depart before the session begins.