Self Study Courses

The Tax Planning Institute is pleased to announce our updated 2008 continuing education home study correspondence courses ready for shipment.  Our courses are designed to be completed in the comfort of your home or office.  Our objective is to provide a quality continuing education experience as well as update licensed tax professionals with the latest tax law that directly impacts the informed professional.

Placing your order with us is simple! Call our toll-free telephone number and speak to one of our friendly professional customer service representatives who will be happy to assist you or simply click on the desired course(s) below utilizing our secure on-line ordering system which will guide you through the placement of your order.  You may also print the order form below and mail or fax for processing if you prefer.   

Printable Order Form 

Study materials, examination questions and answer sheet will be returned in an expedient manner.  All exams are open book and require a minimum passing grade of 70% to qualify for CPE credit.  If you score below 70%, you may retake the test at no extra charge. The Institute's examinations consist of multiple choice and true/false questions and are designed specifically to emphasize new tax law changes as well as support the retainment of relevant information.  Upon successful completion of the course you will receive a certificate of completion

 

  


 

 

01. Estate & Gift Tax Overview & Planning
01. Estate & Gift Tax Overview & Planning

Please click for complete course overview.


$75.00

02.
Retirement Plan Taxation
02. Retirement Plan Taxation

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$60.00

03.
Fringe Benefits
03. Fringe Benefits

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$25.00

04.
Asset Basis
04. Asset Basis

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$20.00

05.
Tax Exempt 501c(3) Basics
05. Tax Exempt 501c(3) Basics

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$20.00

06.
Education Tax Benefits & Credits
06. Education Tax Benefits & Credits

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$35.00

07.
Business Expense Taxation
07. Business Expense Taxation

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$35.00

08.
Form 1041-Estate Income Tax Return
08. Form 1041-Estate Income Tax Return

Please click for complete course overview.


$45.00

09.
Filing info, Exemptions & Standard Deductions
09. Filing info, Exemptions & Standard Deductions

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$25.00

10.
Rental Real Estate
10. Rental Real Estate

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$35.00

11.
Forms of Business
11. Forms of Business

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$35.00

12.
Mutual Fund Distributions
12. Mutual Fund Distributions

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$25.00

13.
Stock Options Simplified
13. Stock Options Simplified

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$35.00

14.
Taxation of Investment Products
14. Taxation of Investment Products

Please click for complete course overview.


$25.00

15.
Income Types & Taxation
15. Income Types & Taxation

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$45.00

16.
Oregon Income Tax
16. Oregon Income Tax

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$45.00

17.
Partnerships
17. Partnerships

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$45.00

18.
Tax Research Basics
18. Tax Research Basics

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$25.00

19.
Capital Asset Transactions
19. Capital Asset Transactions

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$35.00

20.
IRS Enrolled Agent Professional Ethics
20. IRS Enrolled Agent Professional Ethics

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$20.00

21.
Financial Planning Process
21. Financial Planning Process

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$25.00

22.
Alternative Minimum Tax Simplified
22. Alternative Minimum Tax Simplified
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$20.00

23.
Sale of a Farming Business
23. Sale of a Farming Business

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$20.00

24.
Foundations of Estate Planning
24. Foundations of Estate Planning

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$45.00

25.
Tracking Business Entity Basis
25. Tracking Business Entity Basis

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$25.00

26.
Starting a Business
26. Starting a Business

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$25.00

27.
S Corporations
27. S Corporations

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$45.00

28.
2004/2005 Tax Updates
28. 2004/2005 Tax Updates

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$25.00

The Tax Planning Institute's CPE Courses are approved by the Oregon Board of Tax Practitioners for Oregon Tax Licensee continuing professional education. Successful graduates earn credit hours toward their annual license renewal requirements. A complete listing of LTP/LTC license renewal requirements may be obtained by contacting the Oregon Board of Tax Practitioners at 3218 Pringle Road SE., Suite 120  Salem, Oregon 97301, by phone at (503) 378-4034, or on the Internet at http://www.tx.bd@state.or.us.

  

 


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