The EA Exam and therefore this EA Exam course is broken down into three parts:

  • Part 1 – Individual Taxation – May 4 – June 22
  • Part 2 – Business Taxation – May 30 – August 15
  • Part 3 – Representation, Practice & Procedures – August 27 – October 19

(Yes some Part 1 classes are included in Part 2 – that’s why the dates overlap)

Register Here

 

Part 1 - More Information Part 2 - More Information Part 3 - More Information

 

Part 1 Course Dates

  • Orientation is on Saturday May 4 2019 at 8:00 am to 10:00 am (PACIFIC)
  • Part 1 Classes start Tuesday May 7 and run through June 22

Dates are subject to change

If dates are not compatible with your schedule, check out TaxMama’s® Self Study Course – it contains all the notes and audio recordings of the live classes but allows you to learn in your own time

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

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 Trump Tax Cut (For Part 1 and Part2)
  • TaxMama’s® book Small Business Taxes Made Easy (for Part 2)
  • Special tools and cheat sheets available nowhere else
Register Here

 

Part 1 - More Information Part 2 - More Information Part 3 - More Information

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 – Dependents & 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. All of them will address the Making the Work Pay issue.

  • 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

Note: We will not be covering clients with businesses or rentals.