CPA - small firm
CPA - medium firm
Enrolled Agent
Each year, income tax return preparation is affected by inflation-related changes to various limits and new tax laws. This course will look at those changes and new laws.
The 2018 Annual Tax Season Update course is based on the 2018 Annual Federal Tax Refresher course and is designed to provide valuable information to persons preparing individual 1040 income tax returns reflecting clients’ 2017 income. It does not, however, satisfy the Internal Revenue Service’s voluntary annual filing season program.
The course a) examines new tax law and changes in various limits that reflect inflation, b) provides a general tax review, and c) discusses important rules governing tax return preparer ethics, practices and procedures.
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Self-Study Course Instructions: FOR DOCUMENT-BASED COURSES Download the course document(s) (below) and follow prompts contained in the document. FOR RECORDED COURSES WITH VIDEO Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable. |
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Apply the inflation-adjusted and other limits to the proper preparation of taxpayers’ income tax returns.
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Calculate taxpayers’ additional tax liability resulting from the Medicare tax, net investment income tax and individual shared responsibility payment.
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Recognize the federal income tax filing statuses and the criteria for their use.
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Identify the types of income that must be recognized.
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Apply the tax rules to the various credits and adjustments to income available to taxpayers.
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Recognize the penalties that may be imposed on a preparer for failing to meet ethical and practice standards in preparing tax returns and identify the duties and restrictions imposed on tax preparers under Circular 230.
- CPAacademy self-study courses are online.
- The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
- Per NASBA guidelines, you have one year from date of purchase to complete each program.
- Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
- Print your own certificate of completion on the spot upon passing the exam.
- Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
- Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.
Paul Winn
Winn Publications
Financial Writer, Editor & Trainer
pjwinn@verizon.net
(757) 253-8075
Paul J. Winn, CLU, ChFC has over thirty years experience in the life insurance and investment industry. As well as fifteen years as a financial writer, editor, and trainer. Paul has worked for Mutual Life Insurance Company of New York, Security Mutual Life Insurance Company, Principal Financial Group, and the Maryland Financial Corporation. Paul is a Published book author, writer & editor of major mutual life insurance company’s agent-training “university”, and the creator of more than 100 training courses in computer-based training, print and scripted classroom formats.
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