Part 1 – Individual Taxation

TaxMama’s Enrolled Agent (EA) Exam Review Course

Course Dates What You Will Learn Materials Course Outline

Course Dates

– Orientation is on Saturday May 6 2017 at 8:00 am to 10:00 am (PACIFIC)

– Part 1 Classes start Tuesday May 9th and run through June 17th

Note: If enough new people sign up for the Live Course mid-year, we will repeat the Part I course in the Fall

Dates are subject to change

If dates are not compatible with your schedule, you can still download recordings of the video and audio of all the lives classes and reviews that will allow you to learn in your own time

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What You Will Learn

The course will include TaxMama’s® special twists, teaching you more than tax law – you’ll learn:

  • – how to draw clients out and get information from them
  • – how to protect your practice from client conflicts and lawsuits
  • – how to maintain an ethical practice, in the face of client ‘persuasion’ to assist them in little falsehoods
  • – how to find loopholes to help cut taxes legally
  • – how to find the information you need to address a client’s issues
  • – how to prepare an individual tax return – from inception to filing
  • – Personal attention from TaxMama to guide you
  • – Study Buddies to work with
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Materials

  • – Gleim’s EA Part 1 book and test prep software
  • – Fast Forward Academy EA Exam testing software
  • – Access to study buddies and study buddy teams
  • – Access to free conference systems to study with buddies
  • – The Tax Book WebLibrary (included in Live class only, with all three parts ordered)
  • – TaxMama’s® book Deduct Everything! (For Part 1)
  • – TaxMama’s® book Small Business Taxes Made Easy
    (to use for Part 2) (not included in order for only Part 1)
  • – Special tools and cheat sheets available nowhere else
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Course Outline

  • – Orientation – Familiarity with Materials Homework assignments and Study Buddy arrangements
  • – Lecture 1 – The big Picture – Overview of the U.S. tax return
  • – Lecture 2 – First piece – Exemptions & Filing Requirements & Names
  • – Lecture 3 – Favorite piece – Income – Interest, Dividends, Social Security Income, Retirement Income
  • – Lecture 4 – Juicy piece – Overview of Adjustments to Income
  • – Lecture 5 – Misunderstood piece- Itemized Deductions and Employee Business Expenses
  • – Lecture 6 – Special piece – Credits, Additional Taxes
  • – Lecture 7(a)-(c) – Puzzling Piece – Tax Return Samples
  • – Lecture 8 – Giving piece – Estate and Gift Taxes
  • – Lecture 9 – Missing piece – Understanding Basis
  • – Lecture 10 – Political piece – Understanding Depreciation
  • – Lecture 11 – Making your piece – Fundamentals of Capital Gains & Losses
  • – Lecture 12 – Extra piece – More Sales and Exchanges

You will get data from sample clients to input into your free software – or your own software. You will get profiles of three different clients, with different levels of complexity.

  • Simple – senior with dividends, interest , pension and Social Security
  • Involved – Couple with children, 1 job and 1 student, owning a home, with child care, green issues
  • Complex – Similar couple, with stock sales, employee business expenses and more

Note1: We will not be covering clients with businesses or rentals.
Note1: We reserve the right to change the order of the courses