The EA Exam consists of 3 parts. 2021 Class dates are:

 
  • Orientation: May 1
  • Part 1   May 4 - June 12
  • Part 2  May 27 - August 7
  • Part 3  August 21 - October 2

Live Online Course Schedule:

(Click here for Master Class Calendar)

All classes meet at 4 - 6  pm on Tues/Thurs and 8 am - noon Saturdays - Pacific Time

Register Here

 

 

Part 1 Course Dates

  • Orientation is on Saturday May 1st 2021 at 8:00 am to 10:00 am (PACIFIC)
  • Part 1 Classes start Tuesday May 9th and run through June 13th

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

 

Course Outline

Orientation – Familiarity with Materials Homework assignments and Study Buddy arrangements

  • Lecture 1 – Overview of Form 1040
  • Lecture 2 – Dependents & Filing Requirements
  • Lecture 3 – Income
  • Lecture 4 – Itemized Deductions – Note: This is 2.5 hour class
  • Lecture 5 – Adjustments to Income – Note: This is a 2.5 hour class
  • Lecture 6 – Credits and Other Taxes – Note: This is a 3 hour class
  • Lecture 7 (a) – Tax Sample 1 – Nelson Puzzle
  • Lecture 7 (b) – Tax Sample 2 – Prize-Pulitzer
  • Lecture 7 (c) – Tax Sample 3 – Schwab
  • Lecture 8 – Estate and Gift
  • Lecture 9 – Basis
  • Lecture 10 – Depreciation
  • Lecture 11 – Capital Gains and Losses
  • Lecture 12 – Sales and Exchanges – Note: This is a 2.5 hour class
  • Bonus – International Taxation – Note: This is a 2.5 hour class

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.

Register Here