Study Guide - Retirement Tax Guide

The study guide is provided to guide you through the course material in a step by step format.

Course material is Nolo's Essential Retirement Tax Guide.  The cost of the text and free shipping is included in the price.

Prerequisite: None

Course level: Basic

Advanced preparation: None

Teaching method: Text and exam

Chapter 1. Some Tax Basics

The learning objectives for this lesson are to gain an understanding of:

  • Income
  • Deductions
  • Exemptions
  • Credits
  • Alternative Minimum Tax (AMT)

Chapter 2 . Your Home

The learning objectives for this lesson are to gain an understanding of:

  • Loans Secured by Your Home
  • Real Estate Taxes
  • Home Improvements
  • Energy Credit
  • Solar Energy Credit
  • Casualty and Theft Losses
  • Selling Your Home
  • How to Report Deductions and Gain From Your Home Sale

Chapter 3 . Your Business

The learning objectives for this lesson are to gain an understanding of:

  • Business or Hobby?
  • Start-Up Expenses
  • Operating ExpensesDepreciating Assets
  • Home Office Deduction
  • Net Operating Loss
  • Self-Employment Tax
  • Self-Employed Health Insurance
  • Retirement Plans for Your Business
  • Individual Retirement Accounts
  • Earned Income Credit

Chapter 4 . Your Health

The learning objectives for this lesson are to gain an understanding of:

  • Age and Blindness Deduction
  • Credit for the Elderly or Disabled
  • Health Savings Accounts
  • Medical Expense Deduction

Chapter 5. Charitable Contributions and Volunteer Work

The learning objectives for this lesson are to gain an understanding of:

  • Charitable Organizations
  • Cash Donations
  • Property Donations
  • Charitable Donations From an IRA
  • Gifts to a Donor-Advised Trust
  • Volunteer Work
  • Contribution Limits

Chapter 6. Education

The learning objectives for this lesson are to gain an understanding of:

  • Tuition and Fees
  • Student Loan Interest
  • Section 529 Plans

Chapter 7. Investments

The learning objectives for this lesson are to gain an understanding of:

  • Investment Expenses That Qualify as Miscellaneous
  • Itemized Deduction
  • Casualty and Theft Losses
  • Investment Interest Expense Deduction
  • Accrued Interest
  • Taxes Paid to Other States
  • Foreign Taxes

Chapter 8. Your Rental Property or Vacation Home

The learning objectives for this lesson are to gain an understanding of:

  • Rental Property
  • Your Second Home
  • Your Vacation (Mixed-Use) Home

Chapter 9 . Personal Loans and Purchases

The learning objectives for this lesson are to gain an understanding of:

  • Purchases
  • Personal Loans

Chapter 10 . Your Family

The learning objectives for this lesson are to gain an understanding of:

  • Claiming an Exemption for Dependents
  • Child Tax Credit
  • Deducting Expenses You Pay for Someone Else
  • Alimony

Chapter 11. Gifts, Inheritances, and Surviving Your Spouse

The learning objectives for this lesson are to gain an understanding of:

  • Gifts
  • Inheritances
  • If You Survive Your Spouse

CPA Information

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