UCLA EXTENSION - ENROLLED AGENT EXAMINATION COURSE - SPRING/SUMMER 2018
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1 UCLA EXTENSION - ENROLLED AGENT EXAMINATION COURSE - SPRING/SUMMER 2018 INSTRUCTORS: Payne, CPA, Attorney, Lead Appeals Officer Internal Revenue Service Basa, BS, CPA, Revenue Agent, Internal Revenue Service Edginton, MA, Appeals Officer, Internal Revenue Service Habib, CPA, EA, MST, IRS International Examiner (retired) PRIMARY TEXT: GLEIM'S EA REVIEW - PARTS 1, 2 & Exam Edition OPTIONAL TEXT: CCH FEDERAL TAX COURSE The Application for the Special Enrollment Examination, Form 2587, can be obtained from the IRS website at: *************************PART I - INDIVIDUAL INCOME TAX**************************************** 4/21/2018 (Sat) Open House for Students & Potential Students All Instructors Meet the Instructors - Overview of course Answer questions 5/16/2018 (Wed) Study Unit 1 (Gleim) Filing Requirmenets Study Unit 2 5/19/2018 (Sat) Study Unit 3 Study Unit 4 5/23/2018 (Wed) Study Unit 5 5/26/2018 (Sat) Gross income: interest, income from securities, royalties and rental income. Business expenses: compensation, cost of goods sold, interest Deductions for AGI: Alimony, moving expenses, loss limitations, medical savings accounts, qualified educational loans. Itemized Deductions: Medical expenses, casualty losses, charitable contributions, taxes, interest, miscellaneous deductions NO CLASS - MEMORIAL DAY HOLIDAY WEEKEND
2 5/30/2018 (Wed) Study Unit 6 Tax Credits: Earned income credit, child & dependent care credit, adoption credit, credit for the elderly, etc. UCLA EXTENSION - ENROLLED AGENT EXAMINATION COURSE - SPRING 2018 *************************PART I - INDIVIDUAL INCOME TAX**************************************** 6/2/2018 (Sat) Study Unit 12 Study Unit 13 6/6/2018 (Wed) Study Unit 7 Study Unit 8 6/9/2018 (Sat) Study Unit 9 Study Unit 10 6/13/2018 (Wed) Study Unit 10 (Con't) Study Unit 11 Gift Tax: Gift Tax Return, Gift Tax and Gift Splitting. Estate Tax: Gross Estate, Deductions & Credits, Estate Tax Payment. Basis: cost basis, property received by gift, property received for services, inherited property, stock dividends. Adjustments to Asset Basis and Capital Gains and Losses: holding period, capital gains on sale of stock, Section1202 and 1244 stock Related party sales, business property, and installment sales. Nonrecognition property transactions: Sale of a Principal Residence, Like-kind exchanges, and involuntary Conversions. Related party sales, Business property, and Installment sales. Individual Retirement Accounts REVIEW SESSION - PART 1: JUNE 16 - SATURDAY 8:30 AM - 1:45 PM 6/16/2018 (Sat) Instructor Subject Time Allocation Part 1 Subjects -- Units 7,8,9,10,11 8:30 am - 11:30 am Lunch 11:30 am to 12:15 pm Part 1 Subjects -- Units 12,13 12:15 pm - 1:45 pm
3 6/20/2018 (Wed) Instructor Part 1 Subjects -- Units 1,2,3,4,5,6 6:00 pm - 10:00 pm UCLA EXTENSION - ENROLLED AGENT EXAMINATION COURSE - Summer 2018 **********PART II - BUSINESSES*************************************************************** 7/5/2018 (Thurs) Study Unit 1 Accounting Methods and Periods. Study Unit 2 Study Unit 3 7/7/2018 (Sat) Study Unit 8 Study Unit 9 7/11/2018 (Wed) Study Unit 10 7/14/2018 (Sat) Study Unit 18 Study Unit 20 7/18/2018 (Wed) Study Unit 4 (Gleim) Study Unit 5 Income and Property Transactions Business Expenses: Compensation, cost of goods sold, interest expenses Partnerships: defined, filing requirements, contributions to a partnership, partnership interest. Partnership Operations: Partner's taxable income Partnerships: Disposition of a Partner's Interest, Sale of Partnership Interests, and Liquidating Distributions Decedent, Estate, and Trust Income Tax Returns Exempt Organizations Other deductions: entertainment, travel, insurance, bad debts, business gifts, other business expenses. Basis: Adjustments to basis, uniform capitalization rules & inventory valuation.
4 7/21/2018 (Sat) Study Unit 6 Study Unit 7 7/25/2018 (Wed) Study Unit 11 Study Unit 12 Depreciation Methods: Section 179 expense, amortization, depletion and depreciation recapture. Credits, Losses, and Additional Taxes -- Casualty & Theft Losses Corporations: Controlled Groups, Personal Service Corporations U.S. Source Income, Tax Return Filing, Alternative Minimum Tax Corporate Formations. UCLA EXTENSION - ENROLLED AGENT EXAMINATION COURSE - Summer 2018 **********PART II - BUSINESSES*************************************************************** 7/28/2018 (Sat) Study Unit 13 Corporate Income and Losses Study Unit 14 8/1/2018 (Wed) Study Unit 15 Study Unit 16 Corporate Deductions Distributions; Earnings and Profits, Shareholder Treatment of Distributions Corporate Liquidations and Redemptions 8/4/2018 (Sat) (NOTE: CLASS IS FROM 8:30 AM TO 3:00 PM) Study Unit 17 S Corporations: Eligibility and Election, Operations, Distributions & Study Unit 19 Retirement Plans for Small Businesses LUNCH from 12:30 to 1:00 PM REVIEW SESSION - PART 2: UNITS 4-7 1:00-3:00 PM Part 2 -- Units 4, 5, 6 and 7 1:00-3:00 PM
5 REVIEW SESSION - PART 2: AUGUST 8 - WEDNESDAY 6:00 PM - 10:00 PM Bring Book Part 2 8/8/2018 Subject Time Allocation Instructor Part 2 -- Units 1,2,3 6:00 pm - 7:30 pm Part 2 -- Units 8,9,10,17,19 7:30 pm - 10:00 pm REVIEW SESSION - PART 2: AUGUST 11 - SATURDAY 8:30 AM - 1:45 PM 8/11/2018 Subject Time Allocation Instructor Part 2 -- Units :30 am to 11:30 pm LUNCH BREAK 11:30 am to 12:15 pm Part 2 -- Units 18 and 20 12:15 pm to 1:45 pm UCLA EXTENSION - ENROLLED AGENT EXAMINATION COURSE PART III - REPRESENTATION, PRACTICE, AND PROCEDURES TIME: WEDNESDAY, Aug. 22: 6:00 PM - 10:00 PM SATURDAY, Aug. 25: 8:30 AM - 2:30 PM WEDNESDAY, Aug. 29: 6:00 PM - 10:00 PM 8/22/2018 (Wed) Study Unit 1 Study Unit 2 Study Unit 3 8/25/2018 (Sat) Study Unit 4 Study Unit 5 Study Unit 6 Study Unit 7 Practice Before the IRS Income Tax Preparers and Penalties Representation Examination of Returns and the Appeals Process The Collection Process Tax Authority: regulations, rules & procedures, the court system. Record Keeping and Electronic Filing
6 REVIEW SESSION - PART 3: AUGUST 29 - WEDNESDAY 6:00 PM - 10:00 PM 8/29/2018 (Wed) Instructor Subject Matter Time Allocation Bring Book Part 3 Units 1,2,3,4,5,6,7 6:00pm - 10:00 pm
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