EA SEE Test Prep Part I Individuals

Member Price:

$475

Non-Member Price:

$550

Your Course Price: 550.00

CE Credits

Advanced Preparation

None

Course Level

Intermediate

Prerequisite

2 - 3 years of tax experience

Course Instructor

Isaac McRae EA, NTPI Fellow, MST; Rodney Boswell EA, MBA

Delivery Method

Group Live

Date

Oct 26 - Oct 30, 2026

Time

08:00am - 12:00pm

IRS CE

NASBA CPE

CTEC Credits

Schedule

Day 1

Day 2

EA SEE Test Prep Part I Individuals 5 CPE

CTEC: Tax Law 5 CPE

Topics will include:

Identify the overall format for computing tax liability, including the key components of gross income, deductions for and from adjusted gross income, tax liability, and prepayments and credits
Determine deductions, filing status, and requirements to file.
Recognize special gross income and related exclusion rules for a variety of sources of income, including salaries and wages, fringe benefits, dividends, interest, rents, annuities and social security
Apply the special deduction rules for passive losses, alimony, and other expenses allowed as deductions for adjusted gross income
Identify the major categories of itemized deductions and related limitations
Identify capital assets and apply the basic netting rules for capital gains and losses
Calculate recognized gain or loss and basis on various sales or exchanges of personal and investment properties, including installment sales
Review and apply the basic rules for refundable and nonrefundable personal credits
Recognize special issues and computations related to estimated taxes, the alternative minimum tax, and the allocable parental tax
Understand the qualifications for contributions to Individual Retirement Accounts and possible limits and/or restrictions on related deductions
Identify the key components of the federal estate tax and gift tax in determining federal transfer tax liabilities
Recognize key issues in gathering taxpayer data, preparing returns, and advising taxpayers as to various tax minimization strategies

Course State

Refunds or transfers to future education are allowed up to 7 days prior to the beginning of the course. Future education credits expire one year from transfer.
A $25 administrative fee will be charged for all changes including, cancellations and transfers to Future Education.
There are no partial refunds or discounts if a portion of the course is missed.
Once the Course Materials access is made available to attendees, refunds are no longer offered.

EA Bootcamp Registration

Registrations must be received no later than 7 days prior to the beginning of the course. Registrations received after this date will be subject to a $35 late fee.

EA Bootcamp Retakes

NSTP Cancels EA Bootcamp

NSTP reserves the right to cancel any program or course for circumstances that are not under direct control of NSTP. If a course or program is canceled, participants will be refunded 100% of their registration fee.

EA Bootcamp Walk-In

We do not accept walk-in attendees. Payment must be received in advance of the class.

EA Bootcamp Disclaimer

EA Bootcamp materials and EA Bootcamp presentations are intended to stimulate thought and discussion and to provide attendees useful ideas and guidance in the areas of federal taxation and administration. These materials as well as the comments of the instructors do not constitute and should not be treated as tax advice regarding the use of any tax procedure, tax planning technique, device or suggestion, or any of the tax consequences associated with them.
Although the NSTP has made every effort to ensure the accuracy of the materials and the seminar presentation, neither the author, the presenter nor the National Society of Tax Professionals assumes any responsibility for any individual’s reliance on the written or oral information presented during the presentation. Each attendee should verify independently all statements made in the materials, and during the seminar presentation, before applying them to a particular fact pattern and should determine independently the tax and other consequences of using any device, technique, or suggestion before recommending the same to a client or implementing the same on behalf of a client, or on the attendee’s own behalf.
EA Bootcamp materials & presentations are fully protected under copyright law. Any attempt to copy for resale, distribution, or use other than personal use for tax preparation will be fully prosecuted of the law.

EA Bootcamp Guest Attendance Policy