US1217: Multi-State Tax Filing in the U.S.

Course Topics:

  • Sample of state tax liabilities for Mr. Tony Stark as a California nonresident and New York State resident, integrating residency status considerations and state-specific tax regulations into the preparation of both California and New York State tax returns. 
  • Differences between federal and New York State itemized deduction rules, utilizing IRS forms and publications to compute New York itemized deductions for tax year 2023 accurately. 
  • Appropriate filing status and standard deduction amount based on individual circumstances. 
  • New York State tax tables and computation methods based on their filing status, adjusted gross income, and taxable income. 
  • Eligibility criteria and accurately claim the nonrefundable New York State resident tax credit, maximizing tax benefits and ensuring compliance with state tax regulations.

Estimated time: 2 hours

US0205: State Sales Taxes

Course Topics:

This module aims to make you understand:

  • What is a sales tax
  • What are the basic rules that apply in computing for sales tax
  • What are the states that have sales tax
  • What are the things that are and are not subject to sales tax

Estimated Time: 45 mins

US0206: State Taxes - California

Course Topics:

In this module, you are expected to learn:

  • The state taxes of California
  • The rules for each state taxes of California
  • The tax brackets/tax rates involved
  • How certain limitations affect state taxes

Estimated Time: 1 hour 30 mins

US0207: State Taxes - Delaware

Course Topics:

This module aims to introduce:

  • What are the state taxes of Delaware
  • How the state of Delaware tax entities
  • How tax rates affect the tax payable
  • The exemptions of each state taxes of Delaware

Estimated Time: 1 hour

US1212: Sales and Use Tax in the US

Course Topics:

  • Introduction and Overview

  • Introduction to Use Tax

  • Sales Tax vs Use Tax

  • Accounting for Sales and Use Tax

  • Sales and Use Tax in Action - Sample Problems

Estimated Time: 1 hour

US1213: New York State and California State Income Tax Preparation: Illustrative Case and Relevant NYS Rules

Course Topics:

  • Introduction
  • Illustrative Case
  • Itemized Deductions
  • 2023 Standard Deductions
  • New York Tax Table, Tax Rate Schedule, and Tax Computation
  • Resident Credit

Estimated Time: 2 hours

US0231: California Consumer Privacy Act and What it Means for Accountants

Course Topics:

  • Overview and Effective Date of the California Consumer Privacy Act
  • Companies and Sectors Impacted
  • Details and Requirements of the CCPA
  • Guidance on Compliance with the CCPA

Estimated Time: 1 hour 30 mins