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 2 Course Dates

  • Orientation is on Saturday May 4 2019 at 8:00 am to 10:00 am (PACIFIC)
  • Part 2 Classes start Tuesday May 30 and run through August 15

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 Deduct Everything! (For Part 1)
  • 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

Part 2 Course Outline

  • Orientation – Familiarity with Materials, Homework assignments, Study Buddy info, STUDY SKILLS – May 4
  • Lectures 9 – 12 of Part I – Assets, Depreciation, Sales and Exchanges – May 30 – June 22
  • Lectures 1-17  June 25 – August 15
  • Lecture 1 – The big Picture – Overview of Business Entities, Pros and Cons of using each Format
  • Lecture 2 – First piece – Accounting 101 – Understanding the Balance Sheet and Income Statement
  • Lecture 3 – Favorite piece – Business Income  – and how to reconcile it to third party information
  • Lecture 4 – Juicy piece – Business Expenses – All those luscious write-offs
  • Lecture 5 – Exempt Piece – Exempt Organizations – and the new filing rules
  • Lecture 6  – Custom Piece – Specific Businesses – Farms and ACA
  • Lecture 7 – Misunderstood piece – Office in Home – and how it applies to each business entity
  • Lecture 8 – Fun piece – Discussing the Schedule C Tax Sample and your results – and how to do it better
  • Lecture 9 – Shared piece – Partnerships – General, Limited, LLCs, JVs and Married Couples
  • Lecture 10 – Joining piece – Getting into and out of Partnerships
  • Lecture 11 – Sharing piece – Discussing the 1065 Tax Sample and your results – and how to do it better
  • Lecture 12 – Trusting Piece – Estate and Trusts – Form 1041
  • Lecture 13 – Incorporated piece – C Corporations – including PSCs and holding companies
  • Lecture 14 – Reconciling Piece – Discussing the Form 1120 Tax Sample, reconciling Schedules L, M-1, M-2
  • Lecture 15 – Small Business Piece- S Corporations – Small Business or S Corporations – special issues for shareholder-employees
  • Lecture 16 – Filing Piece – Reconciling Piece – Discussing the Form 1120S Tax Sample and your results – and how to do it better – and reconciling Schedules L, M-1, M-2
  • Lecture 17 – Freedom Piece – Business retirement plans – and how they work with each entity

You will get data from sample clients to input into the FREE tax software or your own tax software. You will learn where to get tax software. You will get profiles of different types of business clients, with respectable levels of complexity.

  • Schedule C – Home-Based business
  • Partnership – LLC filing as a partnership
  • Corporation – Privately held, with employees
  • S Corporation – Single owner

Note1: We will not be doing sample 1041s or 990s in this class.
Note2: We reserve the right to change the order of the courses