Pass the Enrolled Agent (SEE) Exam!
NSA Enrolled Agent Exam Review Course
August 18-20, 2014
Baltimore, MD
Monday, August 18: Part 1: Individuals
Tuesday, August 19: Part 2: Businesses
Wednesday, August 20: AM: Part 2 continued PM: Part 3: Representation, Practices and Procedures
IRS CPE: up to 10 hours/Federal Tax (non EAs)
NASBA CPE: up to 24 hours/Taxes
Have you finally decided to buckle down and sit for the Enrolled Agent Exam?
Do you want to command higher fees and authorization to practice and represent your clients before the IRS?
Are you looking for the perfect staff training vehicle, the equivalent of tax boot camp that will get your new hires immediately up to speed on all facets of tax law?
Then, we have the perfect course for you . . .
Pass the IRS Special Enrollment Exam the first time with NSA’s Enrolled Agent Exam Review Course in Baltimore this summer.
The 24-hour course is a comprehensive and intensive—and we mean intensive—review geared toward a single purpose: to help you master tax basics and pass the EA Exam.
Detailed study notes will be provided for each topic, including figures and charts that prove the old adage that “. . . a picture is worth a thousand words.”
Hundreds of past exam questions from the open-exam era and many more potential questions on newer topics are incorporated, and each is reviewed in class so the real exam itself will look like an old friend. Study tips, tricks and shortcuts are a staple of this course.
Sign up and you’ll also receive:
- The 3-Volume NSA Enrolled Agent Review Course in online and PDF formats.
- Detailed handouts, notes, examples, illustrations to follow the course step-by-step.
- 18 (6 per part) detailed study lessons and review questions to help you master each section of the materials.
- Proven exam taking tips, tricks, and strategy guides with tips for passing each part of the exam.
- Top 150 questions per part—essential questions on topics that you will absolutely need to master.
- Interactive online review and practice questions with explanations and analysis
- Final Review Cards—super summaries for each part of the exam. The perfect last-minute memory-jogger to review immediately before the exam.
- Weekly study guide with detailed assignments and time allocations.
- Comprehensive study aids that summarize the tax law related to a particular subject. Valuable for last-minute reviews prior to the exam.
- Access to an online EA study community to post your questions and comments, respond to other commenters, and interact with the presenters. Bonus! Get access to even more sample questions and study tips.
- A complete sample EA exam to help you gauge your progress prior to taking the exam.
Presented by John Everett, CPA, PhD and Bill Duncan, CPA, PhD
Course Level: Intermediate - No Prerequisites Required.
Full Course-All 3 Parts:
_____NSA Member Discount Rate: $595
_____Nonmember: $699
Part 1:
_____NSA Member Discount Rate: $215
_____Nonmember: $250
Part 2:
_____NSA Member Discount Rate: $329
_____Nonmember: $375
Part 3:
_____NSA Member Discount Rate: $115
_____Nonmember: $150
Part 1 Individuals Learning Objectives:
- Identify the overall format for computing tax liability, including the key components of gross income, deductions for and from adjusted gross income, tax liability, and prepayments and credits
- Determine qualifying exemption deductions, standard deductions, filing status, and requirements to file
- Recognize special gross income and related exclusion rules for a variety of sources of income, including salaries and wages, fringe benefits, dividends, interest, rents, annuities and social security
- Apply the special deduction rules for passive losses, alimony, and other expenses allowed as deductions for adjusted gross income
- Identify the major categories of itemized deductions and related limitations
- Identify capital assets and apply the basic netting rules for capital gains and losses
- Calculate recognized gain or loss and basis on various sales or exchanges of personal and investment properties, including installment sales
- Review and apply the basic rules for refundable and nonrefundable personal credits
- Recognize special issues and computations related to estimated taxes, the alternative minimum tax, and the allocable parental tax
- Understand the qualifications for contributions to Individual Retirement Accounts and possible limits and/or restrictions on related deductions
- Identify the key components of the federal estate tax and gift tax in determining federal transfer tax liabilities
- Recognize key issues in gathering taxpayer data, preparing returns, and advising taxpayers as to various tax minimization strategies
