Individual Tax Fundamentals

Develop Individual Tax Knowledge

NACPB Membership

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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

  1. An Introduction to Tax
  2. Tax Compliance, the IRS, and Tax Authorities
  3. Tax Planning Strategies and Related Limitations
  4. Individual Income Tax Overview, Dependents, and Filing Status
  5. Gross Income and Exclusions
  6. Individual Deductions
  7. Investments
  8. Individual Income Tax Computation and Tax Credits
  9. Business Income, Deductions, and Accounting Methods
  10. Property Acquisition and Cost Recovery
  11. Property Dispositions
  12. Compensation
  13. Retirement Savings and Deferred Compensation
  14. 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

  1. Take Pre-assessment Test
  2. Read Textbook Chapter
  3. Complete Chapter Exercises
  4. Complete Chapter Problems
  5. Take Chapter Quiz
  6. Request Instructor Support
  7. Take Post-assessment Test

Order

To order, select Add to Cart or Buy now.

Individual Tax Fundamentals
Members pay
$
319.20
USD
Non-members pay
$ 399.00 USD
$ 399.00 USD
When you join NACPB, we email new member instuctions on how to access your account. If you don't receive an email, please contact us.
If you are not satisfied with the product within 14 days, contact us and the fee will be refunded. See refund policy
To receive your 20% off member discount, you must be logged in. It will automatically be applied at checkout.

Member

$ 200.00 USD

Have a Question? Contact Us.

If you have a question or need information, email or text us.

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