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 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. These aids should prove valuable in 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 3 Representation, Practice and Procedures Learning Objectives:
- Identify who may practice before the IRS, and describe the basic rules and CPE requirements for enrollees
- Describe enrollment responsibilities regarding advertising, solicitation, fees, confidentiality, conflicts of interest, and contingent fees
- Explain powers of attorney, tax information authorizations (TIAs), and central authorized files (CAFs)
- Identify disreputable acts of an enrollee, and explain the hearings process for complaints against an enrollee
- Explain the requirements, special restrictions, and fees for electronic filing of tax returns
- Identify basic record-keeping requirements for both individuals and businesses
- Describe the IRS audit process, taxpayer’s rights in an audit, IRS notices, and the IRS appeals process
- Describe the court options for a taxpayer in a tax dispute
- Recognize the various civil penalties applicable to tax preparers under the Code
- Identify tax preparer responsibilities for tax return signatures, refund checks, amended returns, and retained records
- Describe the authoritative value of the Internal Revenue Code, IRS regulations and rulings, and tax decisions of the various courts
- Describe the IRS collection process and the related issues of tax liens, levies, and offers in compromise
- Identify the “best practices” for tax professionals, including reviewing taxpayer information, building the taxpayer’s case for possible representation, and providing tax advice