Live Enrolled Agent (EA) Exam Review Course – Information & Registration for 2010
TaxMama’s® Live Study course – the GREEN CLASS* - is the most effective way for people to pass the IRS Enrolled Agent (EA) Exam. The class is live and online – you can attend from your office, your home, the beach or the International space station – anywhere your laptop and headset will take you. Use the links below for full details on class schedules, structure and materials.
* Why GREEN CLASS? It’s a live, interactive class. You don’t have to drive, sit in traffic or burn any hydrocarbons – not even alternative fuels, just at your computer and participate!
If you already know you wish to sign up for all three parts: REGISTER NOW
Here is a sample recording from one of the classes:
Download a mini course orientation
If the Live Course dates don’t work for you, check out TaxMama’s®. SELF STUDY COURSE
TaxMama’s® Guarantee and Refund Policy and Equipment Requirements and Shipping Policy
Course Overview
2010 Dates and Live Course Schedule
Part I – Individual Taxation – Outline and Materials
Part II – Business Taxation – Outline and Materials
Part III – Representation, Practice and Procedures – Outline and Materials
Instructors
Fees and Registration
Live Class Structure and Materials
- Live classes meet Tuesdays, Thursdays and Saturdays with TaxMama® &/or her instructors.
- Students download secure online conferencing software to their computers which enables them to meet online, speak directly to instructors, meet in chat rooms and message instructors and other students directly
- Lots of personal attention.
- Each exam Part includes 40-58 hours of live classes.
- All classes are recorded – so you get 40-58 hours of audio recordings and replays of at least 14-23 lectures per exam. There is a sample recording from one of the classes above .
- Access to all lecture notes, including forms and explanations.
- Access to the discussion forums, including your own blog, to track your notes and exchange information with other students.
- FasTax software covering 4 years of EA exam questions and answers.
- The Gleim EA Exam Review book(s) & CD(s) for all 3 EA Exams.
- The TaxBook Deluxe Edition – covers Individuals and all Entities
- TaxMama’s® Cheat Sheets, which were raved about by exam takers.
- TaxMama’s® book Small Business Taxes Made Easy – autographed
- TaxMama’s® e-book The 100% Home Business Tax Solution .
- Online Study Rooms, so you can study with your study buddy, or join study buddy teams.
- Free tax software to use in sample returns and to PREPARE and EFILE returns.
EXTRA SPECIAL BONUS You just might find yourself getting client referrals from TaxMama®. Eva gets requests from taxpayers for tax preparation, consultation, or representation assistance. Eva is not accepting new clients, except in rare instances. So…she is referring them to tax professionals she knows and trusts. If you demonstrate exceptional expertise and creativity (within the tax code) in any area, and you have a positive, pleasant attitude, good ethics, and you have skills in the right State a client needs – you just might find yourself getting a call or an e-mail from TaxMama, referring a paying client. (Now, who else offers this kind of service?)
Note: If you register late (after a class has started) or need materials shipped sooner than 20 days, you will need to pay FedEx or UPS 2nd day rates of $45.00. Don’t even ask about overnight rates! Those are closer to $80 due to the weight of the books. Also, if you register AFTER the class has started we may be out of books and disks, and you may have to wait up to two weeks for our special orders to arrive.
2010 Dates and Live Course Schedule
TaxMama’s® Live Course classes take place on Tuesday and Thursday afternoons between 4:00 pm and 6:00 pm (PACIFIC) and on Saturday mornings between 8:00 am and 12:00 pm (PACIFIC) unless stated otherwise. (You’re not in the Pacific time zone? Look up your time here.)
Part 1 – Individual Taxation
Orientation is on Thursday May 20, 2010 at 4:00 pm to 6:00 pm (PACIFIC)
Classes start Saturday May 22nd and run through Saturday June 26th
Note: If enough new people sign up for the Live Course mid-year, we will repeat the Part I course in the Fall
Part 2 – Business Taxation
Classes start Thursday June 17th and run through Saturday August 19th.
Note: Part II classes overlap the last 4 sessions of Part I.
*** Join TaxMama® in Las Vegas at the IRS Tax Forums – August 23rd through August 26th ***
Part 3 – Representation, Practice and Procedures
Classes start Tuesday August 31st and run through Saturday October 30th.
There will be no classes on Labor Day Weekend and during High Holy Days in September
We will also take a 2-week break from October 4th-October 16th, so everyone can finish tax season.
Dates are subject to change
If dates are not compatible with your schedule, check out TaxMama’s® Self Study Course – it contains all the notes and audio recordings of the live classes but allows you to learn in your own time.
Part I – Individual Taxation – Outline and Materials
Overview:
Orientation is on Thursday May 20, 2010 at 4:00 pm to 6:00 pm (PACIFIC)
Classes start Saturday May 22nd and run through Saturday June 26th
The course will include TaxMama’s® special twists, teaching you more than tax law – you’ll learn:
- how to draw clients out and get information from them
- how to protect your practice from client conflicts and lawsuits
- how to maintain an ethical practice, in the face of client ‘persuasion’ to assist them in little falsehoods
- how to find loopholes to help cut taxes legally
- how to find the information you need to address a client’s issues
- how to prepare an individual tax return – from inception to filing
- Personal attention from TaxMama to guide you
- Study Buddies to work with
- Gleim’s EA Part 1 book and test prep CD
- FasTax software covering 4 years of EA exam questions and answers.
- 24/7 Study hall with links to key part 1 materials
- Access to study buddies and study buddy teams
- The Deluxe version of The Tax Book
- TaxMama’s® book Small Business Taxes Made Easy – autographed
- TaxMama’s® Ebook, The 100% Home-Based Business Tax Solution
- Free tax software to test and PREPARE and EFILE individual tax returns
Lecture 1 – The big Picture – Overview of the U.S. tax return
Lecture 2 – First piece – Exemptions & Filing Requirements & Names
Lecture 3 – Favorite piece – Income – Interest, Dividends, Social Security Income, Retirement Income
Lecture 4 – Juicy piece – Overview of Adjustments to Income
Lecture 5 – Sample piece – Reviews of the Tax Return Samples 1, 2, 3.
Lecture 6 – Misunderstood piece- Itemized Deductions and Employee Business Expenses
Lecture 7 – Special piece – Credits, Additional Taxes
Lecture 8 – Giving piece – Estate and Gift Taxes
Lecture 9 – Missing piece – Understanding Basis
Lecture 10 – Political piece – Understanding Depreciation
Lecture 11 – Making your piece – Fundamentals of Capital Gains & Losses
Lecture 12 – Extra piece – More Sales and Exchanges
You will get data from sample clients to input into your free software – or your own software.
You will get profiles of three different clients, with different levels of complexity.
All of them will address the Making the Work Pay issue.
- Simple – senior with dividends, interest , pension and Social Security
- Involved – Couple with children, 1 job and 1 student, owning a home, with child care, green issues
- Complex – Similar couple, with stock sales, employee business expenses and more
Note: We will not be covering clients with businesses or rentals.
Part I – Individuals REGISTER NOW
Part II – Business Taxation – Outline and Materials
Classes start Thursday June 17th and run through Saturday August 19th.
Note: Part II classes overlap the last 4 sessions of Part I.
The course will include TaxMama’s® special twists, teaching you more than tax law – you’ll learn:
- how to select the best entity for your clients
- how to prepare business tax returns and get pointers on simplifying your work
- how to reconcile tax returns to books – even if there really aren’t any books
- how to protect your practice from client conflicts and lawsuits
- how to maintain an ethical practice, in the face of client ‘persuasion’ to assist them in little falsehoods
- how to find loopholes to help cut taxes legally
- You’ll get answers to questions you’ve always been afraid to ask
- Personal attention from TaxMama to guide you
- Study Buddies to work with
- TaxMama’s® Ebook, The 100% Home-Based Business Tax Solution
- Gleim’s EA Part 2 book and test prep CD
- FasTax software covering 4 years of EA exam questions and answers.
- Small Business Taxes Made Easy – paperback book
- FreshBooks
- 24/7 Study hall with links to key part 1 materials
- Access to study buddies and study buddy teams
- The Deluxe version of The Tax Book
- TaxMama’s® e-book The 100% Home Business Tax Solution .
- Free tax software to test and PREPARE and EFILE business tax returns
Orientation – Familiarity with Materials, Homework assignments, Study Buddy info, STUDY SKILLS
Lectures 9 – 12 of Part I – Assets, Depreciation, Sales and Exchanges
Lecture 1 – The big Picture – Overview of Business Entities, Pros and Cons of using each Format
Lecture 2 – First piece – Accounting 101 – Understanding the Balance Sheet and Income Statement
Lecture 3 – Favorite piece – Business Income – and how to reconcile it to third party information
Lecture 4 – Juicy piece – Business Expenses – All those luscious write-offs
Lecture 5 – Misunderstood piece – Office in Home – and how it applies to each business entity
Lecture 6 – Custom Piece – Specific Businesses – Farms, truckers, Internet Marketers
Lecture 7 – Exempt Piece – Exempt Organizations – and the new filing rules
Lecture 8 – Fun piece – Discussing the Schedule C Tax Sample and your results – and how to do it better
Lecture 9 – Shared piece – Partnerships – General, Limited, LLCs, JVs and Married Couples
Lecture 10 – Joining piece – Getting into and out of Partnerships
Lecture 11 – Sharing piece – Discussing the 1065 Tax Sample and your results – and how to do it better
Lecture 12 – Incorporated piece – C Corporations – including PSCs and holding companies
Lecture 13 – Reconciling Piece – Discussing the Form 1120 Tax Sample, reconciling Schedules L, M-1, M-2
Lecture 14 – Small Business Piece- S Corporations – Small Business or S Corporations – special issues for shareholder-employees
Lecture 15 – Filing Piece – Reconciling Piece – Discussing the Form 1120S Tax Sample and your results – and how to do it better – and reconciling Schedules L, M-1, M-2
Lecture 16 – Freedom Piece – Business retirement plans – and how they work with each entity
Lecture 17 – Trusting Piece – Estate and Trusts – Form 1041
You will get data from sample clients to input into the FREE tax software or your own tax software
You will learn where to get tax software
You will get profiles of different types of business clients, with respectable levels of complexity.
- Schedule C – Home-Based business
- Partnership – LLC filing as a partnership
- Corporation – Privately held, with employees
- S Corporation – Single owner
Note: We will not be doing sample 1041s or 990s in this class
Part II – Businesses and Entities REGISTER NOW
Part III – Representation, Practice and Procedures – Outline and Materials
Classes start Tuesday August 31st and run through Saturday October 30th.
There will be no classes on Labor Day Weekend and during High Holy Days in September
We will also take a 2-week break from October 5th-October 16th, so everyone can finish tax season.
The course will include TaxMama’s® special twists, teaching you more than tax law – you’ll learn:
- What it means to be a tax professional under IRS Circular 230
- How to do Tax Research – and to understand what you find
- Professional Ethics
- IRS’s Electronic Services and how to use them to your advantage
- Sanctions and Penalties – and how to defend against sanctions
- How to prepare and use a Power of Attorney
- How to prepare an Installment Agreement
- How to prepare an Offer in Compromise
- How to prepare your records for a tax Audit
- How get liens and levies lifted
- How to use the Appeals Process and Other Remedies
- How to use Tax Court and when you must use the Federal Court System
- IRS Circular 230
- 24/7 Study hall with links to key part 1 materials
- Access to study buddies and study buddy teams
- Gleim’s EA Part 3 book and test prep CD
- FasTax software covering 4 years of EA exam questions and answers.
- Free tax preparation software including free electronic filing to use for practice returns or real returns
- TaxMama’s® Ebook, The 100% Home-Based Business Tax Solution
- TaxMama’s® book Small Business Taxes Made Easy – autographed
Course Topics:
Orientation – Familiarity with Materials, Homework assignments and Study Buddy arrangements
Lecture 1 – The big Picture – Overview of Circular 230 responsibilities and privileges and the POA
Lecture 2 – Juicy piece – E-Services – for enrolled and for unenrolled preparers
Lecture 3 – Worst piece – Sanction and Penalties and your defenses
Lecture 4 – Favorite piece – Legal Authority and Research, Statutes, Communications, FOIA
Lecture 5 – Fascinating piece- Working with Non-Filers
Lecture 6 – Mystery piece – Getting ready for an audit
Lecture 7 – Reconciling Piece – Reviewing the Audit Workpapers
Lecture 8 – Fixing piece – What to do after a bad audit – Appeals, mediation and…
Lecture 9 – Misunderstood piece- Collections – dealing with notices, unpaid taxes and balances due
Lecture 10 – Courtly piece – Tax Court and Beyond and Reviewing your Tax Court Petition
Lecture 11 – Shared piece – Reviewing your Forms 9465, 433s and 656
Lecture 12 – Making your piece – Final Questions and Pulling it all together
You will get data from sample clients to input into your own tax software or forms
You will get profiles of different types of clients, with respectable levels of complexity.
- Form 2848 – The Power of Attorney
- Form 433 series – Financial Statements for IRS
- Form 9465 – Installment Agreement
- Form 656 – Offer in Compromise
- Key Audit Workpaper – Proof of Cash
- Tax Court Petition
Part III- Representation, Practice and Procedures REGISTER NOW
Fees and Registration
| Part I | Individuals | $495 | REGISTER NOW |
| Part II | Businesses and Entities | $570 | |
| Part III | Representation, Practice and Procedures | $495 | REGISTER NOW |
| All Three Parts- Save $360 | $1200 | REGISTER NOW | |
Please contact TaxMama® for discounts on and group registrations for over 25 students. Discounts for 2-25 students are built into the order form .
