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Stay up-to-date on the available research & learning options from CCH®

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Get Your Credentials

CCH® IRS Representation Certification Program

This convenient online program provides the tools you need to represent IRS collections clients with confidence. Besides the intrinsic value of adding another expertise to your business, you will gain the knowledge and skills leading to a continuing relationship, sales, and referrals. You will also obtain a certification that helps you better understand the law and practice in order to represent clients involved in negotiating an IRS appeal - a premium service that can lead to other profitable services.

The CCH IRS Representation Certificate Program, created by tax controversy expert Eric L. Green, J.D., LL.M., was born in response to a great and growing need among clients and taxpayers for professional assistance in managing offers in compromise with the IRS. By completing the CCH IRS Representation Certificate Program, you will be the expert for which your clients are looking.

Details

  • 20 CPE credits
  • 12 on-demand video courses taught by expert Eric Green, J.D., LL.M.
  • Emphasis on fundamental principles, relevant changes and application
  • All slide decks referenced by the instructor
  • Detailed case studies analyzing actual situations, explaining steps that were taken and why, with the actual IRS forms (letters, spreadsheets, allowable expense tables) filled out and with all details explained
  • Ethical issues related to the activities of tax professionals practicing before the IRS
  • Course quizzes and a final exam
  • Certificate of Educational Achievement upon completion

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Course Outline

  • Inside the IRS
  • The IRS Collection Process
  • Tax Liens
  • Collection Appeals
  • The IRS Financial Guidelines
  • Installment Agreements
  • Offers in Compromise
  • Payroll Tax Liabilities
  • Innocent Spouse Relief
  • Bankruptcy
  • Ethical Concerns in Representation
  • The Lifestyle of a Collection Case: A Case Study for Practical Application

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Exam Preparation from Surgent

Make it easier to earn your Enrolled Agent (EA professional designation). Surgent offers proven exam preparation that simulates the exam format and customizes course content allowing you to target areas that need the most focus.

Do what thousands of successful Enrolled Agents have done and prepare effectively and efficiently with this exam review course. With practice exams, extensive content review and "Adaptive Learning" technology, this personalized study program has a pass rate of over 90%! Pass the exam, or your money back!

EA Exam Review Course from Surgent
(All sections)

AFSP - National Tax School

The IRS Annual Filing Season Program (AFSP) is a new voluntary program offered to all tax professionals. Once completed, you receive an Annual Filing Season Record of Completion from the IRS. Along with this, AFSP participants will be included in a public database of return preparers on the IRS website, scheduled to launch in January, 2015. With this credential, you will also be able to represent your clients before the IRS in matters related to professional tax returns you prepare on their behalf. Learn more about the IRS AFSP program.


CCH® Tax Research Certificate Program

The CCH® Tax Research Certificate Program is a multimedia program offering tax professionals the opportunity to earn 17 CPE credits. This program was designed to help you gain a basic, but thorough, understanding of the tax research process by providing detailed training in an area that is often overlooked in tax and accounting academic programs.

Blended Learning Format: To ensure tax professionals understand sources of tax law and the hierarchy of federal, state and international tax authorities, this unique, blended learning format features online self-study courses, live interactive webinars (CCH® Webinars) and on-demand videos. A certificate of achievement is available to those who successfully complete the final exam. This exam will cover the entire training program.

Online Self Study Courses


This program includes five online self-study courses offering 8 CPE credits and two on-demand video courses offering 3 CPE credits for a total of 11 CPE credits. Upon completion of these courses, professionals should be able to understand and communicate the basics of tax research, including the various types of tax authorities, laws and regulations.

  • Tax Research: Process Overview
  • Tax Research: Legislative Sources of Authority, 2nd Edition
  • Tax Research: Administrative Sources of Authority, 2nd Edition
  • Tax Research: Judicial Sources of Authority, 2nd Edition
  • Tax Research: Locating and Assessing Tax Authority, 2nd Edition

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On-Demand Video Courses


  • Researching State Tax Law
  • Researching U.S. International Tax Law

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CCH Webinars


Wolters Kluwer offers live interactive training opportunities, hosted by some of the industry's leading experts. Upon completion of these three courses offering 6 CPE credits, professionals will know how to utilize CCH® IntelliConnect® and additional productivity tools to conduct accurate searches and access timely coverage of state, federal and international tax topics and developments.

  • Using CCH IntelliConnect to Conduct Federal Tax Research
  • Using CCH IntelliConnect to Conduct State Tax Research
  • Using CCH IntelliConnect to Conduct U.S. International Tax Research

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CCH Learning Certificate Programs

Earn up to 33 CPE credits and a certificate of educational acheivement with these new Preparation and Planning Certificate programs from CCH®. These blended learning programs feature CCH Learning Center self-study courses designed to fully prepare you for the upcoming tax season.

CCH® 1040 Preparation and Planning Certificate Program


This program offers expert, detailed guidance for preparing individual income tax returns to fully prepare tax professionals for the coming tax return season. Written by noted tax experts, Sidney Kess and Barbara Weltman, the CCH Learning Center's 1040 Preparation and Planning Certificate Program covers all the essentials of individual tax return preparation. New and experienced practitioners can go into the tax season knowing they are prepared for the rigors of 1040 preparation, and feel confident that they know what's new and have a good grasp of the fundamentals.

Legislative and regulatory changes affecting returns, recent IRS rulings and significant court decisions are highlighted within each course. New complicated provisions are presented in more detail, so preparers can readily see and understand them in the context of the 1040 form itself.

The courses flow logically, line-by-line through the return and use simple, easy-to-understand language. Filled-in forms and schedules are included, so users can see how real-world tax scenarios flow through onto the forms themselves. A detailed case study is included in the second course in the series.

Features Include:

  • Nine comprehensive, easy-to-understand self-study courses
  • Emphasis on fundamental principles, relevant changes and application
  • "Practice Pointers" throughout each course highlight special opportunities
  • "Pitfalls" note critical preparer problem areas to avoid
  • Integrated "Review Questions and Answers" reinforce understanding and improve retention
  • "Illustrative Examples" demonstrate important points and principles
  • Integration with CCH IntelliConnect allows for further research of course topic
  • Up to 33 CPE Credits
  • Certificate of educational achievement upon successful completion of the program certificate exam

CCH 1040 Preparation and Planning Certificate Program is ideal for staff training by accounting firms, tax preparation firms and anyone who needs updated, comprehensive training in completing 1040 tax returns.


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CCH® Form 706/709 Preparation and Planning Certificate Program


This program presents a fundamental review of the rules for federal estate and gift taxation, and clear guidance on properly preparing Forms 706 and 709. Written by noted tax experts, commentators and educators, Sidney Kess, J.D., LL.M., CPA, and Barbara Weltman, J.D., the Guide's approach is concise and practical. Kess and Weltman provide precise explanation on all the essentials of estate and gift tax return preparation. Legislative and regulatory changes affecting returns, recent IRS rulings and significant court decisions are all reflected and highlighted in place throughout the text in a logical and understandable manner.

Form 706/709 Preparation and Planning Certificate Program flows logically, line-by-line through the return itself, hits all the high points, and uses simple, straightforward and easy-to-understand language.

Features Include:

  • Seven comprehensive, easy-to-understand self-study courses, including one video-based course
  • Emphasis on fundamental principles, relevant changes and application
  • "Practice Pointers" throughout each course highlight special opportunities
  • "Pitfalls" note critical preparer problem areas to avoid
  • Integrated "Review Questions and Answers" reinforce understanding and improve retention
  • "Illustrative Examples" demonstrate important points and principles
  • Integration with CCH IntelliConnect allows for further research of course topic
  • Up to 21 CPE Credits
  • Certificate of educational achievement upon successful completion of the program certificate exam

CCH's Form 706/709 Preparation and Planning Certificate Program is ideal for staff training by accounting firms, tax preparation firms and anyone who needs updated, comprehensive training in completing the Form 706 and Form709 tax returns.


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CCH® 1041 Preparation and Planning Certificate Program


This course presents a fundamental review of the rules for federal income taxation of trust and estates, and clear guidance on properly preparing the Form 1041. ; Written by noted tax experts, commentators and educators, Sidney Kess and; Barbara Weltman, the program's approach is concise and practical. ; Kess and Weltman provide precise explanation on all the essentials of fiduciary tax return preparation. ; Legislative and regulatory changes affecting returns, recent IRS rulings and significant court decisions are highlighted within each course. ; The courses flow logically, line-by-line through the return and use simple, easy-to-understand language.

Features Include:

  • Six comprehensive, easy-to-understand self-study courses, including one video-based course
  • Emphasis on fundamental principles, relevant changes and application
  • "Practice Pointers" throughout each course highlight special opportunities
  • "Pitfalls" note critical preparer problem areas to avoid
  • Integrated "Review Questions and Answers" reinforce understanding and improve retention
  • "Illustrative Examples" demonstrate important points and principles
  • Integration with CCH IntelliConnect allows for further research of course topic
  • Up to 17 CPE Credits
  • Certificate of educational achievement upon successful completion of the program certificate exam

CCH's Form 1041 Preparation and Planning Certificate Program is ideal for staff training by accounting firms, tax preparation firms and anyone who needs updated, comprehensive training in completing Form 1041 tax returns.


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CCH® Form 3115 Preparation and Planning Certificate Program


With the tangible property "repair" regulations (TPRs) and their requirements of numerous 3115 filings for just about every taxpayer, understanding the Form 3115 and its proper application is essential. CPAs and businesses continue to face the burden and work effort required to implement the "repair regs" for tax year 2014 and every year going forward.

The new CCH Certificate Program, Form 3115 Preparation and Planning, offers a practical and timely multimedia online training curriculum that will help you will understand accounting method changes and the proper preparation of IRS Form 3115 under the TPRs.

Developed and presented by highly-regarded tax and accounting practitioner, Eric Wallace, CPA, this comprehensive program will point out opportunities for taxpayers to maximize cash flows, and offer tips and insights into the process for applying for a change in accounting method. Mr. Wallace guides you through a series of case studies with each scenario presented resulting in completed Forms 3115 that translate the concepts into accounting method changes filed with the IRS. The program will make you aware of opportunities and big tax deductions that may still exist to file even after tax year 2014.

Includes these Courses:

  • TPRs and the Uniform Capitalization Rules of 263A
  • TPRs and 481(a) Adjustments and Sec. 754 Assets: How to Calculate, Apply, Adjust, and Report
  • TPRs: Method Changes 184, 186, 187, and 192: What it covers, how to do, Example 3115s
  • TPRs: Method Changes 7 and 21:
  • What They Cover, How to Do, Example 3115s
  • TPRs: Method Changes 196, 205, 206: What They Cover, how to do, Example 3115s
  • TPRs: What to do if you have filed Form 3115s and You Find a Mistake

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CCH® Sales & Use Tax Preparation and Planning Certificate Program


This certificate program is designed to guide practitioners new to the topic through one of the most dynamic areas of tax law and practice. The engaging, web-based self-study CPE courses provide practical, clearly explained introductions on key sales and use tax concepts and issues. A practical approach is used to cover core sales and use taxation issues, helping practitioners effectively deal with this often complex and confusing area of state taxation. Many of the courses include charts that provide state-by-state overviews of topics such as tax treatment of computer software, electronic payment of taxes, penalties, and more. The courses include links to sources of additional information within CCH IntelliConnect, and insightful supplementary articles that provide additional information on the course topic. This program includes 12 courses worth up to 19 CPE credits.

Features Include:

  • Twelve comprehensive, easy-to-understand self-study courses
  • Emphasis on fundamental principles, relevant changes and application
  • "Planning Pointers" throughout each course highlight special opportunities that can be maximized and "Cautions" indicate problem areas to avoid or be aware of
  • Integrated "Review Questions and Answers" reinforce understanding and improve retention
  • Illustrative “Examples" demonstrate important points and principles
  • Integration with CCH IntelliConnect allows for further research of course topic
  • Up to 19 CPE Credits
  • Certificate of educational achievement upon successful completion of the program certificate exam

CCH's Sales and Use Taxation Certificate Program is ideal for staff training by accounting or law firms and anyone who needs basic, updated, comprehensive training on the sales and use tax area.


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