Itemized Deductions Bundle
2017 Tax Law
IRS (Federal Tax Law): 10 Hours
Oregon Tax Board: 10 Hours
Self-Study (No Videos)
- Medical & Dental Expenses
- Deductible taxes including: Income and sales taxes, property taxes, foreign taxes
- Calculating the taxability of refunds
- Deductibility of mortgage interest, including: acquisition and home equity loan interest, mortgage insurance premiums, seller financed mortgage payments
- How to read closing papers and determine which amounts are deductible
- Investment interest expenses, and how to complete Form 4952 Investment Interest Expense
- Cash and noncash contributions to charity
- Volunteer expenses
- Limits on charitable deductions
- Nonbusiness casualty and theft losses
- How to determine deductible losses and complete Form 6252 Casualty & Theft Losses
- Employee business expenses, including: travel, meals & entertainment, gift, education, home office, etc.
- Accountable vs. nonaccountable employer plans
- Amtrak Act
- How to compete Form 2106 Employee Business Expenses
- Other miscellaneous itemized deductions
- Limits on itemized deductions and exemption deductions
- Affect of AMT on deductibility of certain itemized deductions
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
Classwork assignments provide opportunities for students to apply concepts covered in class to sample tax forms, including Schedule A, Forms 8283, 4684 and 2106.
By the end of these courses, students should:
- Be able to figure deductible medical expenses
- Know which kinds of taxes and interest are deductible
- Know how to read closing papers to determine deductible closing costs
- Know how to claim cash and non-cash charitable contributions
- Be able to determine the amount of deduction allowed for casualty and theft losses
- Know which kinds of employee business expenses are deductible, and how to claim deductions for unreimbursed employee expenses
- Be able to figure limits on deductability of itemized deductions
2017 Tax Law
|IRS (Federal Tax Law)||10 Hours|
|Oregon Tax Board||10 Hours|
Field of Study
Basic tax knowledge
Self-study (No Videos)
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.|
|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.
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.