Home › Educational Courses › CPE Catalog › Federal Tax Credits for Individuals

Federal Tax Credits for Individuals
2011 Tax Law

Pre-Enroll In This Course

Are you looking for this class in a Live Online Webinar format?
Are you looking for this class in a Online Self-Paced format?
Are you looking for this class in a Non-Interactive Online Self-Paced format?
Are you looking for this class in a Mail Correspondence format?

Classroom


What is this?

Other Formats Available
Live Online Webinar
Online Self-Paced
Non-Interactive Online Self-Paced
Mail Correspondence

Tuition, Books & Fees
$40.00

Class Date(s) & Time(s)
Tuesday May 22, 2012
    10:00am - 1:00pm (PDT)

Lecture Length
3 hour(s)

Credit Hour(s)

2.5:NASBA CPE
3:IRS
3:Oregon Tax Board
3:Oregon State Board of Accountancy
3:CTEC
3:Texas State Board of Public Accountancy
3:New York State Board of Public Accountancy
N/A:QAS

 
Field of Study
Taxation

Program Level
Basic to Intermediate

Prerequisites
Understanding of basic tax law

Delivery Method
Live Group

Educational Venue
Portland Oregon Classroom:
13405 NW Cornell Rd.
Portland, OR 97229

CTEC Course Code
6180-CE-4031

Enrollment Agreement Form
CPE Classroom

Included In These Packages
IRS 1040 Tax Pro Exam Prep Series

LTC Exam Prep Series (Oregon and Federal Law)

Course Content

                        fedind

The IRS offers an extensive array of tax credits. All credits are subject to varying restrictions and may be dependent upon filing status, gross income and other limiting factors.

This course covers:

  • Foreign Tax Credit
  • Education Credits
  • Retirement Savings Contributions Credit
  • Residential Energy Credits
  • Prior AMT Credit
  • Excess Social Security Tax Withheld Credit
  • Alternative Fuel Vehicle Refueling Property Credit
  • Credit for Undistributed Long-term Capital Gain
  • Health Coverage Tax Credit
  • Mortgage Interest Credit
  • Credit for Elderly
  • Plug-in Electric Drive & Plug-in Electric Vehicle Credits
  • Recapture of First-time Homebuyer Credit

Learning Objectives

Classwork assignments provide opportunities for students to apply concepts covered in class to sample tax forms including Forms 5405, 8863 and 8880.

By the end of this course students should be able to:

  • Understand the difference between a refundable and nonrefundable credit
  • Understand the Retirement Savings Contribution Credit
  • Understand Mortgage Interest and foreign tax credits
  • Understand the different Education Credits
  • Be familiar with credits available for energy conservation improvements & devices
  • Know when and how to recapture the First-Time-Homebuyer's Credit

Format Delivery

Students will attend a group live lecture provided by one of Pacific Northwest Tax School's skilled instructors in our Portland classroom located at 13405 NW Cornell Rd.

Group classwork time is provided for students to complete quizzes which apply concepts covered in class to sample tax situations.

Course materials provided to students include a detailed Student Manual, quizzes, and quiz answer keys.

 

Pacific Northwest Tax School Credentials

IRS Approved Continuing Education CE Provider

We are an IRS approved sponsor of continuing education. IRS Sponsor #VRD3D .

 

Notice to Members of the National Association of Enrolled Agents: NAEA requires its members to obtain 30 hours of CPE each year. NAEA further requires the CPE be in compliance with IRS guidelines. As an IRS approved sponsor of CPE, our programs meet CPE standards set forth by NAEA.

Oregon Board of Tax Practitioners

Pacific Northwest Tax School is a licensed vocational school regulated by the Oregon Department of Education.  Our CPE programs are approved by the Oregon Board of Tax Practitioners.

 

 

 

 

 

California Tax Education Council

ctec-california-tax-education-council-approved-education-provider Pacific Northwest Tax School has been approved by the California Tax Education Council to offer Qualifying Education with our 87-HOUR CTEC Basic Tax Course - Federal & California Law which fulfills the 60-hour "qualifying education" requirement imposed by the State of California to become a tax preparer. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890,Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832 or on the internet at www.ctec.org.
CTEC Sponsor #6180

NASBA

NASBA approved sponsor of CPEPacific Northwest Tax School is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417.  Website: www.nasba.org.
NASBA sponsor #109290.

Texas State Board
of Public Accountancy

CPE for Texas CPAs *The Texas State Board of Public Accountancy requires CPAs obtain CPE from a Board-approved sponsor.  Pacific Northwest Tax School has registered with the Texas State Board of Public Accountancy as a CPE sponsor.  This registration does not constitute an endorsement by the Board as to the quality of our CPE programs.
Texas sponsor #009794.

New York State Board
for Public Accountancy

CPE for New York CPAs The New York State Board for Public Accountancy requires CPAs obtain CPE from a Board-approved sponsor.  Pacific Northwest Tax School has registered with the New York State Board for Public Accountancy as a CPE sponsor.  Sponsor License #002479