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Online 80 Hour Basic Income Tax Course (Live Webinar)

This study program is comprised of 24 instructional sessions. Live instructor-led sessions will be held each Monday and Wednesday from September 10 -  December 10, 2008. 

Classes run 2:00 PM - 5:15 PM (Pacific Time Zone). 

Online 80 Hour Basic Income Tax Course (Self-Paced)

Federal and Oregon Tax Laws.

This is a licensed vocational course which qualifies students to sit the Oregon State Tax Board Licensing Exams.  This program consists of 24 instructional sessions.  Students must also sit closed-book Mid-Term and Final Exams. The series concludes with a final session devoted to a review and question answer session covering questions contained in the final exam.

Click here for Self-Paced Online 80-Hour Basic Tax Course Enrollment Agreement.

Online Basic Income Tax Course (Self-Paced)

Federal Law Only

A challenging and in-depth study program which includes over 70 hours of education in the form of video recorded lectures, study materials, tax return classwork assignments, homework assignments and quizzes designed to test and reinforce tax knowledge.

This course is intended for students who wish to study federal tax law only and will NOT be sitting the Oregon LTP exam. The Online Basic Tax Course includes the federal tax portions of the Online 80-Hour Basic Tax Course. While some Oregon State tax law may be included in Course materials, this course does not-include Sessions 13, 23 or 24 which are Oregon-specific sessions.

Click here for Basic Tax Course Enrollment Information.

Live Webinar - Based Continuing Professional Education

Experience the interactive environment of a classroom from your home or office. Participate in a live instructor-led training session where your instructor comes to you. Each live session includes:

Student Manual with Illustrations and Classwork Assignments

Quizzes and Quiz Answer Keys

A Live, Interactive Online Lecture

Live sessions provide qualifying CPE credits for CPAs, EAs, LTCs and LTPs

Click here to see our ONLINE Live Webinar-Based CPE Catalog

Self-Paced Online CPE Courses

Our CPE programs provide tax professionals with an interesting and challenging educational experience.  All of our online programs inlcude:

Lecture Video Recording.

Classwork and Homework Assignments Involving the Completion of Tax Returns.

Practice Quizzes and Quiz Answer Keys designed to test your knowledge.

A detailed, easy-to-read Course Manual designed help you understand complex subjects.

Click here to Self Enroll in our 1040 Tax Pro LTC Prep Series (Self-Paced)

Click here to download and Print our Self-Paced Course Enrollment Form

Please note: Live Lecture Videos are being recorded for these CPE Programs. Video recordings of lectures are added to to each course after the live session is recorded.  Refer to the calendar below for live recording dates. 

Click here to see our ONLINE Self-Paced CPE Catalog

Introduction to S-Corporations & Limited Liability Companies

This is a two-part course designed to teach students tax laws surrounding S-Corporations and LLCs.  The program begins with a lecture describing the various entity types and classifications before moving onto an overview of Forms 1120S and 1065.

Classes are held on November 20 & 25 , 2008.  CPE credits are awarded on a per-session basis.

Live sessions are qualifying CPE for CPAs, EAs, LTCs, and LTPs.

Click Here to Self-Enroll Using our Online Learning Management System

Click Here to Download and Print our Online Enrollment Form

Date

Available

Now

Now available as a pre-recorded self-paced session

Click here to enroll.

Online 80 Hour Basic Tax Course

Session 1

Course Introduction & Filing Requirements

• Lecture Video Recording,
• Classwork,
• Homework, and
• Reading Assignments

Available

Now

Now available as a pre-recorded self-paced session

Click here to enroll

Online 80 Hour Basic Tax Course

Session 2

Filing Status & Decedents

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

Available

Now

Now available as a pre-recorded self-paced session

Click here to enroll.

Online 80 Hour Basic Tax Course

Session 3

Personal Exemptions & Dependents

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

CPE

Available

Now

3 Credit Hours $40

Now available as a

pre-recorded

Self-Paced Course

Click here

for Course Catalog

Tax Pro 1040 LTC Prep Series

Filing Status & Dependents

Click here to download and print enrollment form for this course

We cover filing requirements for forms 1040 and 1040NR followed by an in-depth look at filing status and the rules for Qualifying Child and Qualifying Relative.

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

Available

Now

Now available as a pre-recorded self-paced session

Click here to enroll.

Online 80 Hour Basic Tax Course

Session 4

Wages, Salaries & Earnings

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

CPE

Available

Now

4 Credit Hours $50

Now available as a

pre-recorded

Self-Paced Course

Click here

for Course Catalog

Tax Pro 1040 LTC Prep Series

Pension & Social Security Income

Click here to download and print enrollment form for this course

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

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

Available

Now

Now available as a pre-recorded self-paced session

Click here to enroll.

Online 80 Hour Basic Tax Course

Session 5

Interest & Dividend Income

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

CPE

Available

Now

3 Credit Hours $40

Now available as a

pre-recorded

Self-Paced Course

Click here

for Course Catalog

Tax Pro 1040 LTC Prep Series

Investment Wage, Tip & Other Income

Click here to download and print enrollment form for this course

Interest & Dividend Income, Wages & Tips, Unemployment, Alimony, Taxable Refunds and Other Income.

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

(Note: Tax Board CPE approval is pending.  This is a new course)

Available

Now

Online 80 Hour Basic Tax Course

Session 6

Taxable Refunds, Alimony, K1, Unemployment & Other Income

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

CPE

Available

Now

4 Credit Hours $50

Now available as a

pre-recorded

Self-Paced Course

Click here

for Course Catalog

Tax Pro 1040 LTC Prep Series

Adjustments to Income

Click here to download and print enrollment form for this course

IRAs, Moving Expenses, Education Deductions, Military Reservists, Domestic Activities Production Deduction, Medical Savings Accounts and more.

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

Available

Now

Online 80 Hour Basic Course

Session 7

Pension & Social Security Income

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignment

CPE

Available

Now

3 Credit Hours $40

Now available as a

pre-recorded

Self-Paced Course

Click here

for Course Catalog

Tax Pro 1040 LTC Prep Series

Itemized Deductions Part 1

Click here to download and print enrollment form for this course

Medical Expenses, Deductible Taxes & Interest, Charitable Gifts & Casualty Losses

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

Available

Now

Now available as a pre-recorded self-paced session

Click here to enroll.

Online 80 Hour Basic Course

Session 8

Adjustments to Income

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

CPE

Available

Now

3 Credit Hours $40

Now available as a

pre-recorded

Self-Paced Course

Click here

for Course Catalog

Tax Pro 1040 LTC Prep Series

Itemized Deductions Part 2

Click here to download and print enrollment form for this course

Employee Business Expenses and Other Miscellaneous Itemized Deductions

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignment

Available

Now

Now available as a pre-recorded self-paced session

Click here to enroll.

Online 80 Hour Basic Course

Session 9

Itemized Deductions:

Medical Expenses, Deductible Tax & Interest Expenses

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

CPE

Available

Now

4 Credit Hours $50

Now available as a

pre-recorded

Self-Paced Course

Click here

for Course Catalog

Tax Pro 1040 LTC Prep Series

Federal Credits Part 1

Click here to download and print enrollment form for this course

Non refundable Federal Credits including: Child & Dependent Care Credit, Education Credits, Retirement Savings Credit, Adoption Credit, Foreign Tax Credit

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

Available

Now

Now available as a pre-recorded self-paced session

Click here to enroll.

Online 80 Hour Basic Tax Course

Session 10

Itemized Deductions:

Charitable Gifts, Casualty & Theft Losses

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

CPE

Available

Now

4 Credit Hours $50

Now available as a

pre-recorded

Self-Paced Course

Click here

for Course Catalog

Tax Pro 1040 LTC Prep Series

Federal Credits Part 2

Click here to download and print enrollment form for this course

Non refundable Credits Continued: Credit for Prior Year Minimum Tax, Alternative Motor Vehicle Credit, General Business Credits.  Refundable Credits Including: Additional Child Tax Credit, Earned Income Credit, Credit for Excess Social Security Tax

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

Available

Now

Online 80 Hour Basic Tax Course

Session 11

Itemized Deductions:

Employee Business Expenses

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

CPE

Available

Now

3 Credit Hours $40

Now available as a

pre-recorded

Self-Paced Course

Click here

for Course Catalog

Tax Pro 1040 LTC Prep Series

Basis of Assets

Click here to download and print enrollment form for this course

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

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

Available

Now

Now available as a pre-recorded self-paced session

Click here to enroll.

Online 80 Hour Basic Tax Course

Session 12

Itemized Deductions:

Other Miscellaneous Itemized Deductions

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

CPE

Available

Now

5 Credit Hours $55

Now available as a

pre-recorded

Self-Paced Course

Click here

for Course Catalog

Tax Pro 1040 LTC Prep Series

Depreciation Made Easy

Click here to download and print enrollment form for this course

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

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

Available

Now

Online 80 Hour Basic Tax Course

Mid-Term Exam

Students will sit closed-book exam.

No class is held.

Students must arrange to sit exam at a proctored site. 

Click here for proctoring information.

CPE

Available

Now

3 Credit Hours $40

Now available as a

pre-recorded

Self-Paced Course

Click here

for Course Catalog

Tax Pro 1040 LTC Prep Series

Sale of Assets

(Sch D, Form 4797)

Click here to download and print enrollment form for this course

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

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

Available

Now

Online 80 Hour Basic Tax Course

Session 13

Oregon Additions & Subtractions

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

CPE

Available

Now

3 Credit Hours $40

Now available as a

pre-recorded

Self-Paced Course

Click here

for Course Catalog

Tax Pro 1040 LTC Prep Series

Sale of Home, Installment Sales & Like-Kind Exchanges

Click here to download and print enrollment form for this course

We begin with an examination of the rules relating to Sale of Home before moving onto an analysis of how to report Installment Sale Income on Form 6252. We also cover rules for calculating deferrable gain in a Like-Kind Exchange and how to complete Form 8824

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

Available

Now

Now available as a pre-recorded self-paced session

Click here to enroll.

Online 80 Hour Basic Tax Course

Session 14

Non-refundable Federal Credits

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

CPE

Available

Now

3 Credit Hours $40

Now available as a

pre-recorded

Self-Paced Course

Click here

for Course Catalog

Tax Pro 1040 LTC Prep Series

Rental Income & Passive Activity Loss Limits

Click here to download and print enrollment form for this course

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

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

Available

Now

Click here to enroll.

Online 80 Hour Basic Tax Course

Session 15

Non-refundable & Refundable Federal Credits

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

CPE

Available

Now

4 Credit Hours $50

Now available as a

pre-recorded

Self-Paced Course

Click here

for Course Catalog

Tax Pro 1040 LTC Prep Series

Self-Employment Income & Expenses

Click here to download and print enrollment form for this course

How to report business income and expenses and line-by-line instructions for Schedule C. We also cover Record-Keeping, Home Office Expenses, Meal & Travel Expenses, Special Rules Affecting Child Day Care Businesses, Payroll Reporting Requirements, and State and City Tax Returns

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

Available

Now

Click here to enroll.

Online 80 Hour Basic Tax Course

Session 16

Basis of Assets

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

CPE

Available

Now

4 Credit Hours $50

Now available as a

pre-recorded

Self-Paced Course

Click here

for Course Catalog

Tax Pro 1040 LTC Prep Series

Understanding the Alternative Minimum Tax

Click here to download and print enrollment form for this course

The AMT is affecting an increasing number of tax payers. We examine the differences between Preference & Deferral Items, Rules for Completing Form 6251, and how to determine who is eligible for the Credit for Prior Year Minimum Tax

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

80 Hour Basic Tax Course

Session 17

Depreciation & Amortization

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

9:30 AM - 12:30 PM

3 Credit Hours $40

Click here to download and print enrollment form for this course

Click here to

Self-Enroll in Live Webinar

Tax Pro 1040 LTC Prep Series

Amended Returns, Household Employees, Kiddie Tax

We cover the rules governing Household Employees, Advance EIC and other taxes before moving onto a discussion of reporting requirements for Estimated Tax, and calculating Penalties for Late Payment of Tax. We also discuss how to prepare and file Form 1040X Amended Returns.

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

(Note Tax Board approval pending.  This is a new course)

Online 80 Hour Basic Tax Course

Session 18

Sale of Assets

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

9:30 AM - 1:00 PM

4 Credit Hours $50

Click here to download and print enrollment form for this course

Click here to self-enroll in Live Webinar

Tax Pro 1040 LTC Prep Series

Welcome to Oregon Part 1

E.A.s wishing to pass the Oregon-Only portion of the LTC exam should take this course.

An in-depth review of how to calculate and report Oregon Additions & Subtractions is followed by a discussion of how to calculate and report Oregon Tax Credits.

• Live Lecture
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

Online 80 Hour Basic Tax Course

Session 19

Sale of Home, Installment Sales

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

9:30 AM - 1:00 PM

4 Credit Hours $50

Click here to download and print enrollment form for this course

Click here to self-enroll in Live Webinar

Tax Pro 1040 LTC Prep Series

We discuss reporting requirements for Part-year and Nonresident returns before moving onto instructions for completing Forms 40P & 40N. We also discuss Oregon Administrative Rules & Code of Conduct governing Tax Preparers in Oregon

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

80 Hour Basic Tax Course

Session 20

Rental Income & Expenses

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

9:30 AM - 1:00 PM

3.5 Credit Hours $60

Click here to download and print enrollment form for this course

Click here to self-enroll in Live Webinar

Introduction to

S-Corporations &

Limited Liability Companies

Part 1

Formation and Taxation of S-Corporations and Limited Liability Companies

• Live Interactive Lectur
• Classwork,
• Homework, and
• Reading Assignments

80 Hour Basic Tax Course

Session 21

Self-Employment Income & Expenses, Office-in-home

• Lecture Video Recording
• Quiz,
• Classwork,
• Homework, and
• Reading Assignments

9:30 AM - 1:00 PM

3.5 Credit Hours $60

Click here to download and print enrollment form for this course

Click here to self-enroll in Live Webinar

Introduction to

S-Corporations &

Limited Liability Companies

Part 2

Preparation of Forms 1120S & 1065, Balance Sheet, Schedule M2, Apportionments, State & City Returns

• Live Interactive Lecture
• Classwork,
• Homework, and
• Reading Assignments

80 Hour Basic Tax Course

Session 22

Other Taxes, Amended Returns, Penalties

80 Hour Basic Tax Course

Session 23

Oregon Part-Year & Nonresident Returns

80 Hour Basic Tax Course

Session 24

Oregon Administrative Rules & Ethics for Tax Preparers

80 Hour Basic Tax Course

Final Exam

No class held.  Students sit closed-book final exam.

80 Hour Basic Tax Course

Review of Final Exam

Question and answer session for students.