Education for Tax Professionals since 1989

Qualifying Education

Fundamentals of Taxation (Individuals)

A comprehensive introduction to the taxation of individuals. Cover topics from the basics of filing status to the intricacies of owning your own business. Suggested for those individuals interested in learning more about our tax system. A MUST for those persons pursuing a career in taxation.

This course meets the education requirements to become a licensed tax professional in California. 45 hours federal, 15 hours California

This 60-hour course covers the following:

  • Tax History, Accounting Periods & Methods, Keeping Records

  • Overview of tax forms, Marital Status, Filing Status

  • Earned Income, Wages, Tips, Etc.

  • Standard Deduction, Personal & Dependent Exemptions

  • Deducting the Kids, Child Tax Credit, Child & Dependent Care

  • Unearned Income, Interest, Dividends, Etc.

  • Itemized Deductions I; Medical Expenses, Interest, Taxes

  • Itemized Deductions II; Casualty Losses, Contributions, Misc.

  • Tax Benefits of Education; Hope & Lifetime Credit, Etc.

  • Retirement Income, Pensions, Social Security benefits

  • The Sole Proprietor, Income & Expenses

  • Depreciation

  • Capital Gain Transactions & the Sale of your Home

  • Retirement Planning

  • Rental Income & Expenses plus other Passive Activities

  • Travel, Entertainment & Home Office Expenses

  • Estimated Payments, Underpayments & Amended Returns

  • Ethics

  • Plus the California tax implications of the above

  • download a sample chapter

Regular Price $195   Now only $169

Limited time offer! Order your qualifying education today and receive a FREE copy of our Guide to IRS and FTB notices.

      • Open-Book Tests
      • Multiple Choice, True-False
      • No extra books or materials to buy


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