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Home > Training Programs > Accounting > Chartered Tax Professional for California Residents

Chartered Tax Professional for California Residents

With this innovative online course, you can become qualified as a California Tax Preparer through the California Tax Education Council (CTEC) and start working and earning money while completing your course.

tax-preparation-in-california
$2,095.00 (USD)

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Overview

Objective

Outline

  1. California Income Tax Preparation
    1. California CTEC Income Tax Supplement
      1. Electronic Filing
      2. W-2 and 1099 Forms
      3. Form 540 and 540A
      4. Filing Requirements
      5. Filing Status
      6. Exemptions and Dependents
      7. Dependent Care and Tax Credits
      8. Various Sources of Income
      9. Additions and Subtractions from Income
      10. Itemized Deductions
      11. Resident and Nonresident Returns
      12. Employee Business Expenses
      13. Sale of Real Estate
      14. Depreciation: MACRS and ACRS
      15. Community Property Rules
      16. Self-Employment
      17. Rental Property
      18. Capital Gains and Losses
      19. Ethics
      20. Penalties
      21. Extensions
      22. Amended Returns
      23. Political Activity Expenses
      24. Withholding on Nonresident Sales of Real Property
      25. Common Law Test for Employment
      26. Statutory Employees
      27. Independent Contractor Reporting Requirements
      28. Credit for Taxes Paid to Other States
      29. California Business and Professional Code
  2. Individual Income Tax Preparation
    1. Basic Income Tax Module
      1. Electronic Filing
      2. W-2 and 1099 Forms
      3. Form 1040 (1040 EZ/A)
      4. Interview Techniques
      5. Filing Requirements
      6. Filing Status
      7. Exemptions and Dependents
      8. Earned Income Tax Credit
      9. Due Diligence
      10. Child Care and Tax Credit
      11. Interest and Dividends
      12. Other Income
      13. Adjustments to Income
      14. Moving Expenses
      15. Itemized Deductions
      16. IRAs and Retirement Plans
    2. Intermediate Income Tax Module
      1. Employee Business Expenses
      2. Sale of Real Estate
      3. Depreciation: MACRS and ACRS
      4. Self-employment
      5. Rental Property
      6. Capital Gains and Losses
      7. Education Expenses and Plans
      8. Education Tax Benefits
      9. Ethics
      10. Kiddie Tax
      11. Taxpayer Relief Act of 1977
      12. Tax Saving Ideas
      13. Alternative Minimum Tax
      14. Office-in-Home
      15. Injured and Innocent Spouse
      16. Penalties
      17. Extensions
      18. Amended Returns
    3. Advanced Income Tax Module: Level I
      1. Earned Income Credit
      2. Clergy
      3. Investments
      4. At-risk Rules
      5. Passive Activities
      6. Injured and Innocent Spouse
      7. Tax Credits, Special Credits
      8. COGS, Business Start-up
      9. Depreciation, Amortization, and Section 179
      10. Employee Business Expense
      11. Office in Home
      12. Auto Expenses
      13. Self-employment Tax
      14. Statutory Employees
      15. Capital Gains and Losses
      16. Basis of Property
      17. Sale of Stock
      18. Installment Sales
      19. Rental Properties
      20. K-1s and 1099s
      21. Sale of Business Property
      22. Estimated Taxes
      23. Extensions
    4. Advanced Income Tax Module: Level II
      1. Amended Tax Returns for Individuals
      2. Special Needs and Concerns of Seniors
      3. Tax Issues for High-income Taxpayers
      4. Net Operating Losses
      5. Schedule D: Special Issues
      6. Tax Issues for Divorced Taxpayers
      7. Tax Planning Tips and Strategies
      8. Responding to the IRS
      9. Part-year Resident State Tax Preparation Principles
      10. Nonresident Alien Returns: Form 1040NR
  3. Small Business Income Tax Preparation
    1. Introduction to Small Business Tax Preparation
      1. Business Types
      2. Accounting Methods
      3. Financial Statements
      4. Business Income
      5. Schedule C
      6. COGS and Inventory
      7. Depreciation
      8. Section 179 Deduction
      9. Contractor vs. Employee
      10. Sale of Business Property
      11. Partnerships
      12. Corporations: C, S, LLC
      13. Employee Taxes
      14. Excise Taxes
      15. Estate Taxes
      16. Extensions
      17. Estimates
      18. Employee Benefits
      19. Retirement Plans
    2. Small Business Income Tax Course: Level II
      1. Understanding the Balance Sheet
      2. Partnership Issues
      3. Corporation Issues
      4. General Business Credits
      5. Tax Issues Related to Buying a Business
      6. Sale or Liquidation of Business
      7. Profit or Loss From Farming: Schedule F
      8. Amended or Corrected Business Returns
      9. What to Do When You Owe the IRS?
      10. Tax Preparation for Non-profits: 501(c)(3), 501(c)(4), 501(c)(6), etc.

Requirements

Prerequisites

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Instructor

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Cal State San Bernardino’s College of Extended and Global Education
College of Extended and Global Education
5500 University Parkway
College of Extended and Global Education
San Bernardino, CA 92407 US
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