2017 Tax Law
IRS (Federal Tax Law): 137 Hours
IRS (Ethics): 3
Oregon Tax Board: 140 Hours
Wage Reporting, Fringe Benefits, Other Income and the Foreign Earned Income Exclusion – 2017 Law – Self-Study- Videos
Filing Requirements for US Residents and for US Citizens Living Abroad – 2017 Law – Self-Study – Videos
Filing Status and Dependents – 2017 Law – Self-Study – Videos
Investment and Pass-Through Income Reporting Requirements (Including FBAR and FATCA) – 2017 Law – Self-Study – Videos
Pension, Annuity, IRA, and Social Security Income Reporting – 2017 Law – Self-Study – Videos
Moving Expenses, IRAs, and Other Above the Line Deductions – 2017 Law – Self-Study
Self-Employed SEP, SIMPLE, and Other Qualified Plans – 2017 Law – Self-Study – Videos
Deducting Medical Expenses – 2017 Law – Self-Study – Videos
Deducting Taxes, Interest, and Charitable Contributions – 2017 Law – Self-Study – Videos
Casualty Losses – 2017 Law – Self-Study – Videos
Employee Business Expenses and Other Miscellaneous Deductions – 2017 Law – Self-Study – Videos
Foreign Tax Credit – 2017 Law – Self-Study – Videos
Education, Energy, and Other Credits for Individuals – 2017 Law – Self-Study – Videos
Federal Tax Credits for Families with Children – 2017 Law – Self-Study – Videos
Basis of Assets – 2017 Law – Self-Study – Videos
Determining Basis in Employee Stock Options – 2017 Law – Self-Study – Videos
Depreciation Made Easy – 2017 Law – Self-Study – Videos
Sale of Home – 2017 Law – Self-Study – Videos
Installment Sales – 2017 Law – Self-Study -Videos
Like Kind Exchange Reporting – 2017 Law – Self-Study – Videos
Reporting Capital Gains and Losses – 2017 Law – Self-Study-Videos
Sale of Business Property – 2017 Law – Self-Study – Videos
Net Investment Income Tax, Other Taxes and Penalties – 2017 Law – Self-Study – Videos
Rental Income and Expenses – 2017 Law – Self-Study – Videos
Passive Activity Loss and At-Risk Limitations – 2017 Law – Self-Study – Videos
Sole Proprietors and Single-Member LLCs – 2017 Law – Self-Study
Federal Credits for Businesses – Including Affordable Care Act Provisions – 2021 Law – Self-Study Videos
IRS Ethics Rules Governing CPAs, EAs, and Other Tax Practitioners – Part 2 – Self-Study – Videos
Tax Aspects of the Affordable Care Act – 2017 Law – Self-Study – Videos
Qualified Business Income Deduction – 2019 Tax Law – Self-Study – 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.
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.
2017 Tax Law
|IRS (Federal Tax Law)||137 Hours|
|IRS (Ethics)||3 Hours|
|Oregon Tax Board||140 Hours|
Field of Study
Basic tax knowledge
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
Experience with Tax Forms
Q & A Forum
Frequently asked Questions
When does the course start and finish?
How long do I have access to the course?
Can I have a face to face meeting with the Instructor?
Does this course have any certificates?
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.
*Your operating system should be fully updated.
If you encounter log in or video viewing difficulties, we strongly recommend you install Google Chrome.
|Connection:||Broadband (512 Kbps+). Mobile hotspots are NOT recommended.|
|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.
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.
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: firstname.lastname@example.org
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.