NSTP EA Part 1-Individuals Prep Course
August 20 - 21, 2017

Going after the EA Designation can be jump started by attending and passing Part I – Individuals of the Special Enrollment Exam (SEE) course with NSTP!

NSTP can help you advance your Professional Career to the next level by obtaining the EA Designation with NSTP's live group study class focusing on passing Part I – Individuals of the Special Enrollment Exam (SEE)! By passing Part I of the exam you are automatically eligible for the AFSP – Record of Completion when you meet the additional continuing education requirements of 2 hours of Ethics and 8 hours of Tax Law or Tax Law Update for a total of 15 hours.

Course Description for Part 1 – Individuals

As an enrolled agent (EA) you can represent taxpayers before the Internal Revenue Service, command higher fees and be recognized as a respected tax professional. Energize your existing tax practice or hit the ground running as you start a new career by becoming an EA.

Preliminary work to prepare tax returns, Income and Assets, Deductions and Credits, Taxation and Advice, Specialized Returns for Individuals

By attending NSTP’s EA Part 1-Individuals Prep Course, you will master tax basics and be equipped to pass the Special Enrollment Exam (SEE). Our highly-experienced instructors will present information to help you to master tax basics and successfully prepare for the SEE Exam.

Tax return preparers may earn up to five hours of Federal Tax continuing education credit for Part 1. SEE Test Preparation CE is not available to EAs, or ERPA’s.

Learning Objectives for Part 1 – Individuals

  • 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 qualifying exemption deductions, standard 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

Membership Status


Executive Members $389.00
Members $419.00
Non-Members (Become a member and save $31.00) $599.00
Register Now!

Schedule Times

August 20, 2017

August 21, 2017

Registration 12:30 PM 7:30 AM
Session Begins 1:00 PM 8:00 AM
Lunch (Provided) 12:00 PM - 1:00 PM
Session Resumes 1:00 PM
Session Concludes 5:00 PM 5:00 PM

Hotel: Residence Inn by Marriott National Harbor Washington, DC


Overlooking the Potomac River and set across the street from the Gaylord National Convention Center, this all-suite hotel is 10.9 miles from the White House.

The modern suites range from studios to 1- and 2-bedroom units. All feature fully equipped kitchens, living rooms with pull-out sofas and flat-screen TVs, free WiFi, and bathrooms with shower/tub combinations. Some have river views.

EA Part 1-Individuals Prep Course Instructors

Instructors Paul La Monaca, CPA, MST and Isaac R. McRae, III, MST, EA, Fellow, will provide hands on, one on one instruction, that will eliminate the fear out of taking the next step in your career. Join us at the NSTP EA Part 1-Individuals Prep Course in National Harbor.

Paul La Monaca

  • CPA, MST

Isaac R. McRae, III

  • MST, EA, Fellow
By attending NSTP’s EA Part 1-Individuals Prep Course you will master tax basics and be equipped to pass the Special Enrollment Exam.

What's Included

Fast Forward Academy

Enrolled Agent Study Guide

Substantial research went into our Enrolled Agent study guide to ensure that it contains all the important topics that will most likely appear on your exam. We have the most popular enrolled agent study guide for a reason—our students pass in less time. It really is that simple.

FastBook - The Intelligent Book

The FastBook is the online version of our Enrolled Agent study guide that is loaded with advanced features. With it, you can leverage your performance data to focus your time more effectively. As you study, our system learns about the subject areas with the best chance to boost your score. We highlight your best opportunities in the book immediately, so you don't waste time with the things you already know.

Enrolled Agent Study Bank

Get complete control of over 3,200+ Enrolled Agent exam questions with explanations. In addition to the standard chapter, topic, and subject filters, you can review incorrect answers from prior study sessions, or use innovative features like our FastFocus review to see the questions that will help you the most.

Enrolled Agent Practice Exams

Enrolled Agent Practice exams are timed, weighted, and scored just like the real thing. These simulations can sharpen your test-taking skills and give you the confidence you need to pass the first time. Our exams are as close as you will find to a real Enrolled Agent exam, so if you can pass here, you are ready to take the real exam with confidence!

Academic Support

With custom explanations for every question, you can tell why an answer is right or wrong. But what about those times when you need additional clarification on a topic? What happens then? With a single click, you can communicate with an instructor quickly, when you need it most. Our content specialists have helped thousands of students, and are ready to help you succeed.

Video Explanations

We analyzed all student responses to every question in our enrolled agent test bank and discovered several areas that consistently give people the most trouble. We provide additional focus on these "trouble" areas with detailed step-by-step video explanations. The explanations are very popular, and can save you substantial time trying to figure things out on your own.

Educational material for this course was developed by Fast Forward Academy.