Package B - 20 Hours CPE
Are you looking for this class in a 
Non-Interactive Online Self-Paced format?
Online Self-Paced
Other Formats AvailableNon-Interactive Online Self-Paced
Tuition, Books & Fees
$169.00
First Course Release Date
Released
Each course will be available shortly after it is taught.
Lecture Length
18 hour(s)
Credit Hour(s)
| Check by State | : | NASBA CPE |
| 22 | : | IRS |
| 22 | : | Oregon Tax Board |
| N/A | : | Oregon State Board of Accountancy |
| 22 | : | CTEC |
| 22 | : | Texas State Board of Public Accountancy |
| 22 | : | New York State Board of Public Accountancy |
| N/A | : | QAS |
Field of Study
Taxation
Program Level
Basic to Intermediate
Delivery Method
Self Study
Educational Venue
Self-Paced Online Course
CTEC Course Code
See individual courses
Enrollment Agreement Form
CPE Online Self-Paced
Includes These Courses
Basis of Assets
Investment, Wage, Tip & Other Income
IRS Ethics Rules Governing CPAs, EAs & Registered Tax Preparers
Sale of Assets (Schedule D & Form 4797)
Understanding the AMT
Course Content
This bundled package contains more than 20 hours of CPE from some of our most popular courses. Enrolled Agents and CTEC registered Tax Preparers will appreciate that this bundle contains the annual ethics CPE requirement.
This package includes:
- Basis of Assets
- Sale of Assets
- Investment, Wage, Tip & Other Income
- Ethics for CPAs, EAs & Tax Practitioners
- Understanding the AMT
Learning Objectives
Classwork is provided for students to apply concepts covered in class to sample tax forms including Schedule D, Forms 4136, 4797, 6251, and 8801.
By the end of these courses students should be able to:
- How to calculated basis and adjusted basis of assets acquired through purchase, gift, and inheritance
- Know rules for calculating basis of employee stock options
- Understanding how and where to report different types of income
- How to determine the character of gain or loss and how to complete Schedule D and Form 4797
- Be updated on IRS Ethics rules governing tax practioners
- Know what types of income and deduction items can trigger AMT and how to prepare Forms 4562 and 8801.
Format Delivery
Self-paced online students access course materials utilizing the School's Learning Management System (LMS). The LMS is an online system which can be accessed by students at any time from any computer connected to high-speed internet. Students completing this course will use the LMS to:
- Open and print course manuals, tests, test answer keys and IRS forms.
- Watch a recording of a lecture provided by one of Pacific Northwest Tax School's skilled instructors,
- Complete classwork, homework and quiz assignments.
- Print a certificate of completion upon successful completion of the course.
- Access the Q&A Forum to post questions and receive answers from course instructors about topics and assignments included with this course.
The interactive structure of this course combines the best elements of a live class with the convenience of allowing students to work at their own pace. Students will watch a video-recording of a lecture provided by one of Pacific Northwest Tax School's skilled instructors. To successfully complete this course, students must watch the lecture video and successfully complete all tests with a score of 70% or higher. Course materials provided to students include a detailed Student Manual, classwork, quiz and homework answer keys.
A Q&A Forum is provided in the LMS for this course. Self-paced Online students may use the Q&A Forum to post questions and receive answers from course instructors about topics and assignments included with this course.
Advance Preparation Required (for Self-Paced Online Students)
Our online Learning Management System (LMS) is easy and fun to use however first-time users of our online education programs should devote not less than one half hour to reading our Student LMS User Manual prior to beginning a course.
Our LMS education platform requires an up-to-date Adobe Flash® Player and use of a high-speed internet connection. To ensure your learning experience is worthwhile and productive we ask all students to take the time to become familiar with our education platforms before attending class.
Please complete ALL of the following tasks prior to beginning your first course:
- Read the Student LMS User Manual,
- Download and print the Student Manual.
How to Use the Learning Management System
Recommended Minimum Requirements
The following requirements are recommended for using our LMS site. Few students have reported success while operating outside of these requirements, therefore these are provided as a guideline for troubleshooting if you are having difficulties viewing or operating in our LMS site. If you would like to test your system on our LMS site without paying for a course, then try our Free Sample Course.
| Operating System: |
*Your operating system should be fully updated. |
| Browser: |
If you encounter login or video viewing difficulties, we stongly recommend you install Mozilla Firefox. |
| Connection: |
256 Kbps |
| Browser Plug-Ins: | The latest of the following:
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| Peripherals: |
Headphones or Speakers |
Disclosures and School Policies
Terms of Enrollment
Pacific Northwest Tax School's course materials and teaching techniques are valuable proprietary information of Pacific Northwest Tax School, and all such information is subject to copyright, including written, recorded, internet based as well as all other electronic media.Each Student agrees that she/he will use the information only for purposes of education and training; and as a condition of enrollment, that they will not to disseminate the information to any third party and will treat the materials as confidential information of Pacific Northwest Tax School.As a condition of enrollment, Students pledge not use any information in any competitive fashion, including to create or derive competitive materials. Students further agree that any breach of these terms and conditions shall cause the school irreparable harm, entitling Pacific Northwest Tax School to injunctive relief, as well as any other remedy that may be available at law or equity. Students shall have one year from date of enrollment in any course, to complete the course and receive their Certificate of Completion.
Basic Tax Law
Students taking any Basic Tax Law course, agree to comply with all Terms of Enrollment outlined the enrollment agreement form for that course, which can be found on our Enrollment Forms page.
Prerequisites & Advance Preparation
Students intending to write the Oregon State Tax Exam, must be at least 18 years of age, and have High School Diploma or GED. Students using our self-paced internet based program should prepare for classes by downloading and printing course materials. For more information including detailed course descriptions and learning objectives, view the lesson plans of each course, located on Pacific Northwest Tax School's website at: www.pnwtaxschool.com.
Cancellations
Self-study Correspondence and Self-Paced Online programs fees are non-refundable and non-transferable.For more information regarding administration policies including complaints and refunds, please contact our offices at 503-646-5600.
Problem Resolution
Pacific Northwest Tax School gives the highest priority to delivering quality education programs.If you have concerns about our programs please contact the Pacific Northwest Tax School Education Coordinator at: support@pnwtaxschool.com
Disclaimer
Manuals distributed and programs sponsored by Pacific Northwest Tax School are designed to teach application of tax laws. Pacific Northwest Tax School works to provide accurate and timely material to students, however the school does not have any responsibility if human and/or mechanical error exists.Accordingly, no assurance is given by Pacific Northwest Tax School that such information is totally comprehensive or accurate in its coverage of such subject matter. Information published or sponsored by Pacific Northwest Tax School should not be relied upon as a substitute for independent research to original sources of authority such as the Internal Revenue Code, IRS Publications and Internal Revenue Rulings. Pacific Northwest Tax School, its authors, and instructors do not render legal, accounting, or other non-educational professional advice. If legal advice or other expert assistance is required, the services of a competent professional should be sought.Credit hours are subject to change without notice.
Pacific Northwest Tax School Credentials |
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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 PractitionersPacific 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.
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California Tax Education Council
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NASBA
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Texas State Board
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New York State Board
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*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.
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