Mastering Tax Law & Test Strategies for EA Certification

Introduction

Becoming an Enrolled Agent (EA) is one of the most prestigious credentials in taxation, granting unlimited representation rights before the IRS. The Special Enrollment Examination (SEE) consists of three rigorous parts covering individual taxation, business taxation, and tax representation.

This 5-day EA Exam Preparation Course is designed to help candidates master the key concepts, tax laws, and exam techniques needed to pass the EA exam efficiently. Participants will gain hands-on experience through in-depth discussions, problem-solving exercises, and full-length practice exams, ensuring confidence and readiness for the exam.

Course Objectives

By the end of this course, participants will be able to:

• Understand the structure and key topics of the Enrolled Agent (EA) Exam.
• Master IRS tax regulations, compliance requirements, and taxpayer representation rules.
• Develop effective test-taking strategies and time management skills.
• Analyze real-world tax cases and apply knowledge to practical scenarios.
• Complete full-length practice exams to gauge exam readiness.
• Gain insights into career opportunities and professional development as an EA.

Who Should Attend?

This course is ideal for individuals preparing for the EA exam, including:

• Aspiring tax professionals and accountants.
• CPAs and bookkeepers seeking EA certification.
• Tax preparers looking to advance their credentials.
• Finance professionals specializing in tax law.
• Business owners and entrepreneurs managing tax compliance.

Course Outline

Day 1: EA Exam Overview & Part 1 – Individual Taxation

• Understanding the EA Exam format, scoring, and study plan strategies.
• Tax filing requirements, statuses, and exemptions.
• Gross income inclusions and exclusions.
• Tax deductions vs. tax credits.
• Alternative Minimum Tax (AMT).
• Individual tax compliance and penalties.

Workshop: Solving individual tax problems and CPA-style multiple-choice questions.

Day 2: EA Exam Part 1 – Advanced Individual Tax Topics

• Self-employment and small business tax considerations.
• Capital gains and losses.
• Retirement plans and their tax implications.
• Taxation of rental income and passive activities.
• Foreign tax credit and tax treaties.
• IRS audits, appeals, and taxpayer rights.

Mock Exam: Part 1 Practice Test (Individual Taxation).

Day 3: EA Exam Part 2 – Business Taxation

• Taxation of different business entities (Sole Proprietorships, Partnerships, S-Corps, and C-Corps).
• Business deductions, depreciation, and amortization.
• Payroll taxes and employer tax obligations.
• Pass-through taxation and the Qualified Business Income (QBI) deduction.
• Business tax credits and tax incentives.
• IRS reporting requirements and common audit triggers.

Workshop: Business tax scenarios and practice questions.

Day 4: EA Exam Part 2 – Corporate Taxation & EA Exam Part 3 – Tax Representation

• Corporate tax compliance and tax planning strategies.
• Multistate and international tax considerations.
• Representation, practices, and procedures before the IRS.
• IRS enforcement, audits, collections, and penalty relief.
• Taxpayer rights and dispute resolution techniques.
• Ethics, Circular 230 regulations, and EA responsibilities.

Mock Exam: Part 2 & Part 3 Practice Questions.

Day 5: Final Review, Exam Strategies, and Full-Length Practice Test

• Reviewing frequently tested EA exam topics.
• Time management techniques for multiple-choice and scenario-based questions.
• Navigating complex tax scenarios efficiently.
• Simulated EA practice exam (all three parts).
• Post-exam review and analysis of incorrect answers.

Final Capstone Exercise: Full-length taxation mock exam with personalized feedback.

Conclusion & Certification

Participants will receive a Certificate of Completion for EA Exam Preparation, demonstrating their readiness for the Enrolled Agent Exam.

Program Benefits

• Comprehensive Coverage – Covers all three parts of the EA Exam in detail.
• Exam-Oriented Strategy – Focuses on high-yield topics & test-taking techniques.
• Hands-On Practice – Includes mock exams, case studies, and simulations.
• Expert Guidance – Led by experienced tax professionals & EA-certified trainers.
• Career Advancement – Gain an IRS-recognized credential to boost your tax career.

Career Opportunities After EA Certification

• Tax Consultant – Providing expert tax advice and planning strategies.
• IRS Enrolled Agent (EA) – Representing clients in tax disputes and audits.
• Corporate Tax Manager – Overseeing tax strategy for businesses.
• Public Accounting Firm Specialist – Working in tax compliance and advisory services.
• Forensic Accountant – Investigating tax fraud and disputes.