This bundled course has been updated to meet the 20 hours of California continuing
education that is required by CTEC.         

COURSE DESCRIPTION: This is an intermediate course, designed for seasoned tax
preparers, who have the basic knowledge of tax.

10 Hour Federal Tax Law Topics
(IRS Course #B8FQK-T-00032-19-S) (CTEC Course #3064-CE-0056)
  • Tax Cut and Jobs Act of 2017 (TCJA)
  • TCJA Effect on 2019 and beyond
  • Relevant Pass-through Entities and Rental Income
  • Qualified Business Income
  • Cost Basis Review
  • TCJA Business Related Issues Modified by TCJA

3 Hour Federal Tax Update (IRS Course #B8FQK-U-00031-19-S) (CTEC Course #3064-CE-0055)
  • 2019 Amounts, Limits, Tax Rates and Thresholds
  • Updates to TCJA Items
  • Changes to Adjustments to Income
  • Repeal of 2019 Items
  • Foreign Accounting and Asset Reporting
  • Changes to Standard and Itemized Deductions
  • Business Loss Limitations and much more...

2 Hour Ethics Course (IRS Course #B8FQK-E-00030-19-S) (CTEC Course #3064-CE-0054)
  • Review of Circular 230
  • Office of Professional Responsibility
  • New Due Diligence Rules
  • Identity Theft

5 Hour CA Update & Topics Course (CTEC Course #3064-CE-0057)
  • CA Conformity and Nonconformity
  • Tax Cut and Jobs Act of 2017 on CA Taxes
  • California Real Estate Withholding
  • California NOL, Disaster Loss
  • California Alternative Minimum Tax (Schedule P)
  • Nonresident Returns
  • California Credits
  • CA Military Conformity
  • CTEC Rules

  • All courses may be taken "Online" or on TaxEase Paper Exam Answer Sheet. Paper Exam Answer
    Sheets must be faxed or emailed to TaxEase. We do not accept mailed answer sheets.
  • Each section of the course will be graded separately.
  • All sections of the exam must be completed on the paper exam sheet before faxing or emailing the
    exam to TaxEase for grading.
  • The student must pass each section with a score of 70% or better. There is no additional charge if a
       student must retake any or all sections of the exam.
  • A Certificate of Completion will be provided to students upon successful completion. Students who
    complete their exam online will be able to print their certificate after successful completion of the
    exam. Students who fax or email their exam for grading will be emailed their certificate after
    successful completion of the exam. A paper certificate is available for $15.00.

    See the FAQ page for the advantages to taking the exam online.
30 Years Experience in Tax Education
TaxEase, LLC
2019 20 Hour Tax Bundle
California Registered Tax Preparers who
successfully pass this course with 70% or
  • Will  meet all CTEC education
  • Will meet the education IRS voluntary
    requirements for the "2019 Annual
    Filing Season Certificate" including
    entry in the IRS database.
Education for the Tax Professional

TaxEase is confident that the student will
find the information informative and helpful
to their practice. If the student is not
satisfied with our course:

  • A full refund will be issued at request
    within 30 days of the date ordered
    and prior to submission for grading.

No refund of our 2019 courses purchased
after December 31, 2019 will be issued.
30 Day Refund Policy
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TaxEase 2020 Courses will be available in May 2020