Individual Tax Fundamentals
Develop Individual Tax Knowledge
NACPB Membership
Learn Bookkeeping, Get a Job, or Start a Business
Communicate Bookkeeping Knowledge, Experience, and Ethics
This course provides individual federal tax education and is required to take the Tax Certification exam.
This course provides individual federal tax education and is required to take the Tax Certification exam.
Develop Individual Tax Knowledge
This course provides fundamental federal individual tax knowledge.
Course Overview
This course is a popular first-level tax course that provides a clear concise explanation of the fundamental tax concepts covering individual federal tax planning and compliance. The course covers core individual tax concepts and principles including gross income, deductions, and credits.
Course Length
The course is a fourteen-week course (one session per week). However, the course is an on-demand, self-study, self-paced course. Therefore, the length of the course is determined by the time you dedicate to the course and your understanding of individual federal tax.
Important: When you order the course, we email you the course access code and instructions. If you don't receive the email, check your Junk mail. If you order after 5:00 pm MT (4:00 pm PT, 6:00 pm CT, 7:00 pm ET), we email the course access code and instructions the morning of the next business day. We’re closed on weekends and major holidays. The code provides you access to the course for 6 months beginning from the time you access the course. Please don’t access the course until you’re ready to begin the course.
Course Format
eLearning, or electronic learning, is the delivery of learning through digital resources. eLearning is based on formalized learning, but it's provided through electronic devices such as computers, laptops, tablets, and phones connected to the Internet. eLearning makes it easy for users to learn at anytime, from anywhere, without restrictions.
eLearning integrates instruction, reading, exercises, quizzes, and support into one digital platform.
The course is presented by Consortia Small Business Accountants. Consortia is a registered Postsecondary Proprietary School providing post-secondary education for educational, vocational, or professional objectives.
Chapters
- An Introduction to Tax
- Tax Compliance, the IRS, and Tax Authorities
- Tax Planning Strategies and Related Limitations
- Individual Income Tax Overview, Dependents, and Filing Status
- Gross Income and Exclusions
- Individual Deductions
- Investments
- Individual Income Tax Computation and Tax Credits
- Business Income, Deductions, and Accounting Methods
- Property Acquisition and Cost Recovery
- Property Dispositions
- Compensation
- Retirement Savings and Deferred Compensation
- Tax Consequences of Home Ownership
Materials
- Learning Management System
- eTextbook (digital)
- Pre-assessment Test
- Exercises and Problems
- Answers to Exercises and Problems
- Quizzes
- Instructor Support
- Post-assessment Test
- 28 Continuing Professional Education (CPE) Credits
Steps
- Take Pre-assessment Test
- Read Textbook Chapter
- Complete Chapter Exercises
- Complete Chapter Problems
- Take Chapter Quiz
- Request Instructor Support
- Take Post-assessment Test
Order
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