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Chartered Tax Professional for California Residents

tax-preparation-in-california
$1,995.00 (USD)

OVERVIEW

DETAILS

OUTLINE

I.    California Income Tax Preparation

    A.    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

II.    Individual Income Tax Preparation

    A.    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
   
    B.    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

    C.    Advanced Income Tax Course: 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
        10.    Amortization
        11.    Section 179
        12.    Employee Business Expense
        13.    Office in Home
        14.    Auto Expenses
        15.    Self-employment Tax
        16.    Statutory Employees
        17.    Capital Gains and Losses
        18.    Basis of Property
        19.    Sale of Stock
        20.    Installment Sales
        21.    Rental Properties
        22.    K-1s and 1099s
        23.    Sale of Business Property
        24.    Estimated Taxes
        25.    Extensions

    D.    Advanced Income Tax Course: 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

III.    Small Business Income Tax Preparation

    A.    Small Business Income Tax Course: Level I 
        1.    Introduction to Small Business Tax Preparation
        2.    Business Types
        3.    Accounting Methods
        4.    Financial Statements
        5.    Business Income
        6.    Schedule C
        7.    COGSand Inventory
        8.    Depreciation
        9.    Section 179 Deduction
        10.    Contractor vs. Employee
        11.    Sale of Business Property
        12.    Partnerships
        13.    Corporations: C, S, LLC
        14.    Employee Taxes
        15.    Excise Taxes
        16.    Estate Taxes
        17.    Extensions
        18.    Estimates
        19.    Employee Benefits
        20.    Retirement Plans

    B.    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.


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Erie Community College
Workforce Development
121 Ellicott
Workforce Development
Buffalo, NY 14203 US
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