Tax Certifications

Communicate Individual Tax Preparation Knowledge

NACPB Individual Tax Certification communicates and assures employers of your individual tax preparation knowledge.

The Individual Tax Certification distinguishes you from your competition, builds credibility, and validates knowledge.

The Individual Tax Certification is required for the Certified Tax Professional (CTP) license.

Individual Tax Certification requires the completion of the Individual Tax Fundamentals course and Individual Tax Certification exam. The course may be substituted by an approved equivalent course. Certification candidates must receive a minimum of 75% on the course and exam.

Topics Covered on the Exam

• An Introduction to Tax
• Tax Compliance, the IRS, and Tax Authorities
• Tax Planning Strategies and Related Limitations
• Individual Income Tax Overview, Dependents, and Filing Status
• Gross Income and Exclusions
• Individual Deductions
• Investments
• Individual Income Tax Computation and Tax Credits
• Business Income, Deductions, and Accounting Methods
• Property Acquisition and Cost Recovery
• Property Dispositions
• Compensation
• Retirement Savings and Deferred Compensation
• Tax Consequences of Home Ownership

Exam Materials

• Individual Tax Certification exam
• Individual Tax Certification certificate
• Individual Tax Certification badge

Steps to Take the Exam

Step 1: Take the Individual Tax Certification pre-assessment test.

Step 2: Complete the Individual Tax Fundamentals course.

Step 3: Take the Individual Tax Certification post-assessment test.

Step 4: Take the Individual Tax Certification exam.

Individual Tax Certification Bundle - Members Save 28% and Nonmembers Save 10%

The Individual Tax Certification Bundle includes the Individual Fundamentals course and Individual Tax Certification exam.

For more information, go to Bundles.

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Communicate Business Tax Preparation Knowledge

NACPB Business Tax Certification communicates and assures employers of your business tax preparation knowledge.

The Business Tax Certification distinguishes you from your competition, builds credibility, and validates knowledge.

The Business Tax Certification is required for the Certified Tax Professional (CTP) license.

Business Tax Certification requires the completion of the Business Tax Fundamentals course and Business Tax Certification exam. The course may be substituted by an approved equivalent course. Certification candidates must receive a minimum of 75% on the course and exam.

Topics Covered on the Exam

• Business Income, Deductions, and Accounting Methods
• Property Acquisition and Cost Recovery
• Business Entities Overview
• Corporate Operations
• Accounting for Income Taxes
• Corporate Taxation: Nonliquidating Distributions
• Corporate Formation, Reorganization, and Liquidation
• Forming and Operating Partnerships
• Property Dispositions
• Dispositions of Partnership Interests and Partnership Distributions
• S Corporations
• State and Local Taxes
• The U.S. Taxation of Multinational Transactions
• Transfer Taxes and Wealth Planning

Exam Materials

• Business Tax Certification exam
• Business Tax Certification certificate
• Business Tax Certification badge

Steps to Take the Exam

Step 1: Take Business Tax Certification pre-assessment test.

Step 2: Complete the Business Tax Fundamentals course.

Step 3: Take the Business Tax Certification post-assessment test.

Step 4: Take the Business Tax Certification exam.

Business Tax Certification Bundle - Members Save 28% and Nonmembers Save 10%

The Business Tax Certification bundle includes the Business Tax Fundamentals course and the Business Tax Certification exam.

For more information, go to Bundles.

Order

Communicate Tax Planning Knowledge

NACPB Tax Planning Certification communicates and assures employers of your tax planning knowledge.

The Tax Planning Certification distinguishes you from your competition, builds credibility, and validates knowledge.

Tax Planning Certification requires the completion of the Tax Planning Fundamentals course and Tax Planning Certification exam. The course may be substituted by an approved equivalent course. Certification candidates must receive a minimum of 75% on the course and exam.

Topics Covered on the Exam

• Taxes and Taxing Jurisdictions
• Policy Standards for a Good Tax
• Taxes as Transaction Costs
• Maxims of Income Tax Planning
• Tax Research
• Taxable Income from Business Operations
• Property Acquisitions and Cost Recovery Deductions
• Property Dispositions
• Nontaxable Exchanges
• Sole Proprietorships, Partnerships, LLCs, and S Corporations
• The Corporate Taxpayer
• The Choice of Business Entity
• Jurisdictional Issues in Business Taxation
• The Individual Tax Formula
• Compensation and Retirement Planning
• Investment and Personal Financial Planning
• Tax Consequences of Personal Activities
• The Tax Compliance Process

Exam Materials

• Tax Planning Certification exam
• Tax Planning Certification certificate
• Tax Planning Certification badge

Steps to Take the Exam

Step 1: Take the Tax Planning Certification pre-assessment test.

Step 2: Complete the Tax Planning Fundamentals course.

Step 3: Take the Tax Planning Certification post-assessment test.

Step 4: Take the Tax Planning Certification exam.

Tax Planning Certification Bundle - Members Save 28% and Nonmembers Save 10%

The Tax Planning Certificate bundle includes the Tax Planning Fundamentals course and Tax Planning Certification exam.

For more information, go to Bundles.

Order