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SEE (Special Enrolment Exam) - Enrolled Agent (EA) Part 1 - Individual Taxes

Rs. 11,999/

4.2 


About this course

Prepare to ace the Enrolled Agent (EA) Exam with our comprehensive online course focused on Individual Taxation (Part I). This course is specifically designed for aspiring tax professionals, equipping you with the knowledge, skills, and confidence to succeed.




Topics Covered:

1) Comprehensive understanding of key topics in Part I of the EA exam.

2) Topics include: Income, deductions, credits, filing requirements, and tax law updates.

3) Engaging video lessons and practice quizzes to reinforce your knowledge.

4) Real-world case studies to help you apply concepts to practical scenarios.

5) Step-by-step explanations of complex topics for clarity and confidence.

6) Proven strategies to navigate the EA exam structure and question types.

What You’ll Learn:

- Mastery of individual taxation concepts under the Internal Revenue Code (IRC).

- Preparation of Form 1040 and related schedules with precision.

- Effective techniques to approach exam questions and scenarios.



Why Take This Course?

The EA exam can be challenging, but this course breaks down complex topics into manageable lessons, providing a clear path to success. With interactive materials and expert instruction, you’ll build the confidence to tackle individual taxation with ease.



Who Should Take This Course?

- Aspiring Enrolled Agents preparing for Part I of the exam.

- Tax professionals seeking to deepen their expertise in individual taxation.

- Anyone looking to gain an advanced understanding of U.S.A tax law for individuals.



Prerequisites

No prior experience required! This course is designed for beginners and professionals alike, starting with the basics and progressing to advanced topics.



Course Duration in Hours:

30 Hours

Course Duration in Month:

1 - 1.5 Months

Class Timings:

3 Hours each on Saturday and Sunday Morning

Next Batch tentative Start Date:

Confirm on WhatsApp or via E-mail


Course Content

1. Preliminary Work and Taxpayer Data

Filing Requirements

Determining who must file a tax return. Filing thresholds based on age, filing status, and income. Exceptions for dependents and other special situations.

Filing Status

Choosing the correct filing status (Single, Married Filing Jointly, etc.). Qualifying Widow(er) with Dependent Child. Head of Household requirements.

Personal and Dependency Exemptions

Identifying qualifying dependents (Qualifying Child and Qualifying Relative tests). Rules for claiming dependents in shared custody arrangements.

Taxpayer Identification

Requirements for Social Security Numbers (SSN), Individual Taxpayer Identification Numbers (ITIN), and Employer Identification Numbers (EIN). Identity theft prevention measures.

2. Income and Assets

Types of Income

Earned income: Wages, salaries, tips. Unearned income: Interest, dividends, capital gains, and rental income. Self-employment income: Profit and loss from businesses. Other income: Gambling winnings, canceled debt, and scholarships.

Taxability of Income

Taxable vs. nontaxable income (e.g., gifts, life insurance proceeds, and certain benefits). Rules for foreign income and exclusions.

Asset Transactions

Sales and exchanges of property. Reporting capital gains and losses (Form 8949, Schedule D). Basis of assets (cost basis, stepped-up basis, adjusted basis). Special rules for like-kind exchanges and involuntary conversions.

3. Deductions and Credits

Deductions: Standard deduction and eligibility criteria. - Itemized deductions:

Medical and dental expenses. Taxes paid (state and local income tax, property tax). Interest paid (mortgage and investment interest). Charitable contributions.Casualty and theft losses (federally declared disasters).

Credits: Refundable Credits:

Earned Income Credit (EIC). Additional Child Tax Credit.

Credits: Nonrefundable Credits:

Child Tax Credit. Education Credits (American Opportunity Credit, Lifetime Learning Credit). Foreign Tax Credit.

4. Taxation

Tax Computations

Using tax tables and worksheets. Marginal vs. effective tax rates.

Self-Employment Tax

Calculation of self-employment tax (Schedule SE). Deduction for one-half of self-employment tax.

Alternative Minimum Tax (AMT)

Understanding AMT triggers. Form 6251 and adjustments.

Unearned Income Tax

Kiddie Tax rules for dependent children.

5. Advising the Individual Taxpayer

Tax Planning

Timing of income and deductions. Tax implications of major life events (marriage, divorce, retirement).

Withholding and Estimated Taxes

Calculating withholding using Form W-4. Estimated tax payments and penalties for underpayment.

Retirement Contributions

Traditional IRA vs. Roth IRA. Contribution limits and phase-outs. Early withdrawal penalties and exceptions.

Education Savings Plans

529 Plans and Coverdell Education Savings Accounts. Tax implications of distributions.

6. Specialized Returns for Individuals

Nonresident Aliens and Foreign Income

Filing requirements for nonresident aliens (Form 1040-NR). Reporting foreign earned income and exclusions. Foreign tax credit and Form 1116.

Divorce and Alimony

Post-2018 alimony tax treatment. Tax implications of property settlements.

Inheritances and Gifts

Rules for reporting inheritances. Gift tax exclusions and lifetime limits.

Decedent Tax Returns

Filing requirements for final tax returns. Reporting income in respect of a decedent (IRD).