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Individual Tax Fundamentals

Learn the fundamentals of individual tax.

Communicate Bookkeeping Knowledge, Skill, Experience, and Ethics

Communicate Bookkeeping Knowledge, Skill, Experience, and Ethics

Communicate Bookkeeping Knowledge, Skill, Experience, and Ethics

Communicate Bookkeeping Knowledge, Skill, Experience, and Ethics

For Dave to edit.

Course Purpose

This course provides individual federal tax education and is required to take the Tax Certification exam.

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 purchase the course, we email you the course access code and instructions usually within an hour. If you don't receive the email, please check your Junk mail.

If you purchase the course after 5:00 pm MT (4:00 pm PT, 6:00 pm CT, 7:00 pm ET), we email you the course access code and instructions the morning of the next business day. We are closed on the weekend and major holidays.

The code provides you access to the course for 6 months beginning from the time you access the course.

  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

The materials included with this course include:

  •   eTextbook (digital) with print loose-leaf textbook option
  •   Pre-assessment Test
  •   Exercises and Problems
  •   Answers to Exercises and Problems
  •   Quizzes
  •   Instructor Support
  •   Post-assessment Test
  •   28 Continuing Professional Education (CPE) Credits
Note: NACPB courses are delivered in an eLearning format. For more information on eLearning, click here.

The steps to completing the course are as follows:

Step 1: Take Pre-assessment Test  

Step 2: Read Textbook Chapter  

Step 3: Complete Chapter Exercises  

Step 4: Complete Chapter Problems  

Step 5: Take Chapter Quiz  

Step 6 Request Instructor Support  

Step 7: Take Post-assessment Test

Optional

Step 8: Take and pass Tax Certification Exam.

$ 399.00 USD
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If you are not satisfied with the course within 14 days, the fee will be refunded.
CPE: 
28
Duration: 
Fourteen weeks
Chapters: 
14