CPE Seminars

CPE Seminars
for CPAs, EAs, LTPs & LTCs

  What to Expect From Our CPE Programs

Our continuing education programs provide students with a well-rounded series of courses designed to teach and reinforce important tax laws. Each class utilizes numerous learning tools including: quizzes, a detailed lecture, working problems and classwork.  We send students home with a well-organized manual, detailed answer keys and new-found understanding of each tax topic we cover.  Some of the reasons students love our classes include:

• Professional presentation
• Fast-paced, informative & enjoyable classes
• Knowledgeable, energetic Instructors
• The high-quality of class materials provided
• Small class size allows for improved student/instructor interaction

CPE Classes * Offered Tuesdays & Thursdays May 2008

Filing Status & Dependents * 3 Hours - $40

Dependents and Head of Household weigh heavily in Oregon’s LTC and LTP exams.  Master the rules with this class. 

Pensions & Social Security * 3 Hours - $40

Simplified General Rule, Taxability of IRAs, Roth IRAs, Early Withdrawal Penalty, Lump Sum Payments.

 Itemized Deductions * 6 hours -$80

Medical Expenses, Deductible Taxes, Mortgage Interest, Investment Interest Expense, Employee Business Expenses,

Charitable Deductions and more. 

Federal Credits * 6 hours - $80

Credits weigh heavily in Oregon exams. Learn the rules here.  We cover EIC, Child Care Expenses, Credit for AMT, Education Credits, Adoption Credit, Foreign Tax Credit, General Business Credits, Residential Energy Credits and more.

Welcome to Oregon * 7 Hours - $90

Oregon Additions & Subtractions, Oregon Credits, Part Year and Non Resident Returns, Oregon Ethics.  This is a must-do course for EA's who are sitting the Oregon-only portion of the LTC exam.

 Adjustments to Income * 3 Hours - $40

IRAs, Moving Expenses, Education Deductions, Military Reservists, and more.

 Understanding Alternative Minimum Tax * 3 Hours $40

The whens and whys of AMT – Also the Credit for AMT 

Depreciation Made Easy * 4 Hours - $55

MACRS, Limits on Autos, Section 179, Listed Property and Amortization rules are all covered in this well organized program.

Basis of Assets * 3 Hours $40

How to calculate basis of assets.  Including:  Acquisition Costs, Adjustments for Depreciation, Gifts and i\Inheritances.  This class also gives a good introduction to calculating basis in Statutory and Non-Statutory Stock Options.  

Sale of Assets & Capital Gains * 3 Hours - $40

Schedule D, Form 4797 and Capital Gains Worksheets are explored in detail.  We provide working illustrations on how to correctly complete Form 4797 and calculate Recoveries and Recaptures on the Sale of Depreciable Assets.

Recoveries Passive Activity Loss Limits & Rental Income * 3 Hours - $40

We provide detailed instructions on reporting income from rental property and completing Schedule E.  We also explore Passive Activity Loss and At-Risk Limitations as they apply to business income.

Self-Employment Income * 3 Hours - $40

How to report business income and expenses and line-by-line instructions for Schedule C.  We also cover Record-Keeping, Home Office Expenses, Meals and Travel, Special rules affecting Child Day Care businesses, Trimet & City Taxes.

LTC Exam Prep Series * 50 Hours - $499

A high-quality self-study program for tax professionals who need to master areas covered in Oregon’s LTC Exam.

Introduction to S-Corps and LLCs * 6 Hours $120

We begin with a discussion of the make up and characteristics of S-Corporations and Limited Liability Companies.  We then provide, line-by-line instructions & working problems teach you the basics of Forms 1120S and 1065.

For information about our 80-hour Basic Tax Course, see our Basic Course page .

Testimonials From Some Of Our Students

"The instructor is funny and great!"

"Perfect 10."

"Materials are set up for easy reference use after class"

"Well organized."

"Fast-paced - Lots of information."

"The material was presented in a different way than other classes I have taken so this really clicked into place for me. I really liked the 3-hour more "in depth" look at a single subject.  I'll be back!"

"Everything was good!"

"Good knowledgeable teachers."

"Very energetic.  Keeps you awake!"

"Love your class!"

"Good application.  Very Impressive.  The information is presented in a useable way.  I learned a lot - thank you."

"Instructor is funny and keeps me awake!"

"Invite my CPA boss.  He should learn this stuff!"

"On time, efficient, good information."

CPE Correspondence Courses

Correspondence Course content is similar to content taught at our seminars. In addition to completing required reading assignments, students must complete and submit hand-prepared homework assignments to receive course credit.  L.T.P.s, L.T.C.s, and E.A.s. will qualify for continuing education credits hours as outlined in the Correspondence Registration Form and Correspondence Course Program Descriptions.

CPE Correspondence Course Registration form (PDF)