2017 Tax Law

NASBA CPE: 97 Hours
IRS (Federal Tax Law): 94 Hours
Oregon Tax Board: 97 Hours
OR State Board of Accountancy: 97 Hours
TX State Board of Public Accountancy: 94 Hours
NY State Board of Public Accountancy: 94 Hours
QAS Self-Study: 97 Hours

 

Courses Included

QAS Self-Study
(No Videos)

For Tax Professionals Preparing for Examinations

The 1040 IRS Prep Series is an intensive program for tax professionals who want an in-depth study of individual tax law.

This program is designed to prepare you for the competency exams. The series is a favorite for preparers studying for Oregon’s rigorous LTC exam. It is also recommended for anyone who is preparing for the individual portion of the IRS Special Enrollment Examination.

Completion Time

Recommended completion time for this series of courses is 14-18 weeks. The structure of this course allows students to work at their own pace. Students will participate in a series of lectures provided by Pacific Northwest Tax School instructor April Gutierrez.

Classwork is provided to allow students to apply concepts covered in each course to sample tax forms. Each course will finish with a quiz, to test student’s knowledge of the topics covered. Course materials provided to students with every course include:

  • A detailed student manual
  • Classwork answer keys
  • Quizzes and quiz answer keys
  • Homework answer keys, upon successful completion of each course

The 1040 IRS Prep Series includes over 90 hours of CPE. Students have one year to complete all course assignments and receive continuing education for completed courses. CPE is awarded at the time each course is completed, which means CPE can be spread over 2 renewal periods.

Students will be provided with an in-depth study of individual tax law. The program is intended for individuals who have an understanding of basic tax law and are preparing for the Enrolled Agent or the Oregon LTC exams. By the conclusion of this program, students will be educated in the following areas of individual tax law:

  • Filing requirements of individuals
  • Filing status and dependency rules
  • Reporting and calculating taxability of retirement income
  • Identifying and reporting earned income
  • Investment income and expenses
  • Federal deductions and tax credits
  • Business income and expense reporting for sole proprietors
  • Calculating and reporting capital gains
  • Passive activity income and expense rules
  • Alternative minimum tax
  • IRS Ethics Rules

Course Type:

CPE Tax

Term:

2017 Tax Law

Registration Status:

Registration Open
Ends:

Course Status

Available
Started:

Course Length:

136 Hours

Course Fees:

Registration $5.00
Tuition $10.00
Course Materials $584.00
Total $599.00

Course Credits:

NASBA CPE 97 Hours
IRS (Federal Tax Law) 94 Hours
Oregon Tax Board 97 Hours
Oregon State Board of Accountancy 97 Hours
Texas State Board of Public Accountancy 94 Hours
New York State Board of Public Accountancy 94 Hours
QAS Self-Study 97 Hours

Field of Study

Taxes

Program Level

Intermediate

Prerequisite

Basic tax knowledge

Delivery Method

QAS Self-study

Educational Venue

Online Course

Meet Your Instructor

April Gutierrez is an Enrolled Agent with more than 25 years of experience owning and operating a multi-office tax preparation firm. She has been writing and teaching tax law since 2001, with thousands of tax professionals completing her education programs annually.

Known for her entertaining speaking style and ability to make a complex subject easy to understand, April is frequently invited to speak to business groups and news media on tax-related topics. She has a B.A. in Communication Studies from Murdoch University in Perth, Australia. She obtained her Oregon LTC in 1995.

How does this tax course work?

This course is divided into separate lessons – completed at your own pace – which means YOU CHOOSE how quickly to work through the program.  Each lesson takes you through the important topics you need to know. The lesson training guides are in video and manual format, which reinforce the way you learn. Our Q & A forums are a valuable place to get your questions answered on the related topics.

Your Tax Course Includes

Step-By-Step Tax Lessons

While other tax schools deliver only textbooks and tests, our education programs utilize multiple educational tools to keep students engaged in the learning process.

Video Demonstrations

Streaming videos covering each of the major topics. Videos are embedded directly within each lesson for ultimate ease of use.

Updated Manuals

Annually updated student manuals, which use easy-to-understand language and working illustrations.

Experience with Tax Forms

Classwork and homework assignments apply concepts covered in each session to the preparation of tax forms.

Q & A Forum

Post questions and receive answers from course instructors.

Frequently asked Questions

When does the course start and finish?
Self-paced courses are available immediately, and will expire within a year of publishing. Live webcasts and webinars start and must be attended the day the course is scheduled. Live course bundles start on the date of the first scheduled course. For all webcasts and webinars, students have two weeks after the scheduled date of the course to access manuals, quizzes and other materials from the course.
How long do I have access to the course?
You have 9 months to complete the course, however we recommend you try to complete the course within three months, as we find students learn most efficiently when they complete the course over a three-month period. If you cannot complete the course within 9 months, you can purchase a one-time, 3-month extension for an additional $100.
Can I have a face to face meeting with the Instructor?
No, this is an online self-paced course with video demonstration. However, you can use the Q & A messaging system to ask questions and receive answers from course instructors and support staff.
Does this course have any certificates?
Yes, you will receive a certificate of completion upon successful completion of this course.

Course Requirements

Any Time, Anywhere

Our online Learning Management System (LMS), offers you the flexibility to study at your own pace while still enjoying many of the benefits of a live classroom.

  • Watch lecture video recordings of live, instructor-led classes.
  • Break to complete classwork and quiz assignments as instructed.
  • If you have a question or need help understanding your assignments, use our Q&A forum to post questions and receive answers from your instructor.
  • Complete assignments and tests, then submit your answers online.

Advance Preparation Required

Our site 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 site before attending class.

Recommended Minimum Requirements

The following requirements are recommended for using this 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 this site.

Operating System:
  • Windows
  • Apple
  • Unix/Linux
  • Solaris

*Your operating system should be fully updated.

Browser:

If you encounter log in or video viewing difficulties, we strongly recommend you install Google Chrome.

In any browser, both Cookies and JavaScript must be enabled.

Connection: Broadband (512 Kbps+). Mobile hotspots are NOT recommended.
Browser Plug-Ins: The latest of the following:

Peripherals: Headphones and/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 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 taking continuing education courses shall have twelve months from date of enrollment to successfully complete the course and receive their Certificate of Completion.  Students taking the federal only portion or the Oregon 80 Hour Basic Tax Course students have nine months from the date of enrollment to sucessfully complete the course.

Basic Tax Law

Students taking any Basic Tax Law course agree to comply with all Terms of Enrollment outlined in the enrollment agreement form for that course, a link to which can be found on each Basic Tax course page.

Prerequisites & Advance Preparation

Students intending to take the Oregon State Tax Exam, must be at least 18 years of age, and have a High School Diploma or GED. Students using our self-paced internet-based program should prepare for classes by downloading and printing course materials.

Cancellations/Refunds

Continuing professional education courses including interactive, non-interactive and correspondence program fees are non-refundable and non-transferable. Webinars/Webcasts are non-transferable and in most cases non-refundable. A student may choose to be switched to another Webinar/Webcast of equal or lesser value if a conflict with the scheduled time exists. In the case of a missed Webinar/Webcast a request to transfer to a new Webinar/Webcast must be made with 48 hours of when the Webinar/Webcast aired. Refunds will be issued ONLY prior to the start of the Webinar/Webcast. A $15.00 processing fee will be withheld from all refund amounts. 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: [email protected]

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.

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