- NY Credits : 13.0
- TX Credits : 13.0
- IRS Enrolled Agent Credits : Federal Tax/Tax Related Matters - 13.0
- IRS Non-Credentialed Return Preparer Credits : Federal Tax Update - 13.0
This course is a general refresher course in Federal taxation of specialized tax issues. It is designed to reinforce basic tax law interpretations while keeping practitioners up to date on the latest and most important changes. The course has been updated to reflect the latest tax legislation including the Tax Cuts and Jobs Act. This course is most appropriate for the professional with detailed knowledge in various tax scenarios who may be at a mid-level position within an organization with operational or supervisory responsibilities, or both.
Upon successful completion of this course, the user should be able to:
identify the proper taxation for trusts, estates and decedents;
recognize the unique tax rules related to exempt organizations;
determine the tax rules related to farming;
differentiate the tax regulations for various types of employee benefit plans;
recognize the tax rules for different types of employee retirement plans;
identify the treatment for estate and gift tax; and
determine the appropriate methods for dealing with the IRS on tax audits, deficiency assessments, refunds, litigation, interest and penalties.