This mini-course examines key individual, business, retirement, and estate tax provisions recently enacted or indexed for inflation in an overview format that is easy to reference. The emphasis is on quick access to major tax changes having special meaning to the tax practitioner and return preparer. The course is a great resource and way for professionals and staff alike to easily get the “big chunks” and bring their professional knowledge up to speed.
The course seeks to update the participant's knowledge in the following objective areas:
- Tax brackets
- Tax credits
- Education credits
- Energy credits
- Retirement plan contributions and phaseout limits
- Gift and estate taxes
Upon ordering this course, you will immediately receive instructions how to download the course as an Online pdf document. Included in this email will be log-on instructions for taking the certification exam. You have one year from the date of purchase to complete the course.
After you have completed reviewing the text material, you may take your exam in our convenient, untimed online format. Tests average 5 questions for each CPE credit offered. For example, a CPE test worth 20 credits would include about 100 questions.
A score of 70% or better is required to pass this course.
When you successfully pass the exam, your Certificate of Completion will be displayed on the screen. Print it out on your printer by using the "Print" command in your web browser.
This course is accepted in all 50 states for CPE credit.
Course Level: Basic
Field of Study: Taxation
If you would like to purchase this course with a printed book included, click HERE to order.
About The Author
Danny C. Santucci earned his Bachelor of Arts in Political Science from the University of California at Irvine in 1969. He received his Juris Doctorate from Boalt Hall School of Law, University of California at Berkeley in 1972, at which time he began practice as a tax attorney in Southern California, and later established the law firm of Santucci, Potter and Leanders, in Irvine, California.