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Accredited Tax Advisor Study Materials

Accredited Tax Advisor Study Materials

The ATA Prep Course is sold in book, or PDF format. Both versions include chapters of reference materials and review questions with answers and explanations.

Areas of study include sophisticated tax planning issues, including planning for owners of closely held businesses, planning for the highly compensated, choosing qualified retirement plans and performing estate tax planning.

Course Sample 

Book purchases include: Spiral Bound book + access to Online/PDF purchases for 1 user for 2 years Online/PDF purchases include: 1 user access for 2 years

Purchase Study Material

Accredited Retirement Advisor Book

Accredited Tax Advisor (ATA) Course – Book

Contains 53 Component(s)

  1. Disclaimer
  2. ATA Ch. 1 – Preliminaries of the Federal Income Tax Return.pdf
  3. Review Questions: Preliminaries of the Federal Income Tax Return
  4. ATA Ch. 2 – Wages, Interest, Dividends, Distributions, Social Security Benefits, and Capital Gains or Losses.pdf
  5. Review Questions: Wages, Interest, Dividends, Distributions, Social Security Benefits, and Capital Gains or Losses
  6. ATA Ch. 3 – Other Income
  7. Review Questions: Other Income
  8. ATA Ch. 4 – Deductions from Gross Income.pdf
  9. Review Questions: Deductions from Gross Income
  10. ATA Ch. 5 – Standard Deduction, Itemized Deductions, and Qualified Business Income Deduction.pdf
  11. Review Questions: Standard Deduction, Itemized Deductions, and QBI deduction
  12. ATA Ch. 6 – Tax Computation and Other Taxes
  13. Review Questions: Tax Computation and Other Taxes
  14. ATA Ch. 7 – Tax Credits
  15. Review Questions: Tax Credits
  16. ATA Ch. 8 – Filing Returns, Paying Taxes, Obtaining Refund, and Other Matters
  17. Review Questions: Filing Returns, Paying Taxes, Obtaining Refunds, and Other Matters
  18. ATA Ch. 9 – Taxation of Partnerships
  19. Review Questions: Taxation of Partnerships
  20. ATA Ch. 10 – S Corporations
  21. Review Questions: S Corporations
  22. ATA Ch. 11 – Corporate Taxation
  23. Review Questions: Corporate Taxation
  24. ATA Ch. 12 – Income Taxation of Trusts and Estates
  25. Review Questions: Income Taxation of Trusts and Estates
  26. ATA Ch. 13 – Estate Tax, Gift Tax, and Generation-Skipping Transfer Tax (GSTT)
  27. Review Questions: Estate Tax, Gift Tax, and Generation-Skipping Transfer Tax (GSTT)
  28. ATA Ch. 14 – Tax-Exempt Organizations
  29. Review Questions: Tax-Exempt Organizations
  30. ATA Ch. 15 – Tax Derreral and Investments
  31. Review Questions: Tax Deferral and Investment
  32. ATA Ch. 16 – Financial Statement Analysis
  33. Review Questions: Financial Statement Analysis
  34. ATA Ch. 17 – Special Purpose Frameworks Other Comprehensive Basis of Accounting
  35. Review Questions: Special Purpose Frameworks: Other Comprehensive Basis of Accounting
  36. ATA Ch. 18 – Employee Benefits
  37. Review Questions: Employee Benefits
  38. ATA Ch. 19 – Chapter 19 Uniform Commercial Code (UCC)
  39. Review Questions: Uniform Commercial Code (UCC)
  40. ATA Ch. 20 – Agency
  41. Review Questions: Agency
  42. ATA Ch. 21 – Payroll
  43. Review Questions: Payroll
  44. ATA Ch. 22 – Engagement Letter – Compilation with Full Disclosure Under GAAP
  45. Review Questions: Engagement Letter – Compilation with Full Disclosure under GAAP
  46. ATA Ch. 23 – SSARS Compilation and Review Workpapers
  47. Review Questions: SSARS Compilation and Review Workpapers
  48. ATA Ch. 24 – Ethics and Professional Conduct
  49. Review Questions: Ethics and Professional Conduct
  50. ATA Ch. 25 – Information Technology: Impact on Accounting
  51. Review Questions: Information Technology: Impact on Accounting
  52. ATA Ch. 26 – Cybersecurity
  53. Review Questions: Cybersecurity

The ATA Prep Course is written by leading CPAs, EAs, tax law, and ethics experts and published by the National Society of Accountants (NSA). This 24 chapter comprehensive course covers taxes and tax planning for businesses, corporations and partnerships, estates and trusts, consulting and ethics. Each chapter includes reference materials and review questions with answers and explanations. Printed book version include access to the online and PDF version for 2 years.

More Information
Purchase

Accredited Retirement Advisor Book

Accredited Tax Advisor (ATA) Course – Online/PDF version

Contains 53 Component(s)

  1. Disclaimer
  2. ATA Ch. 1 – Preliminaries of the Federal Income Tax Return.pdf
  3. Review Questions: Preliminaries of the Federal Income Tax Return
  4. ATA Ch. 2 – Wages, Interest, Dividends, Distributions, Social Security Benefits, and Capital Gains or Losses.pdf
  5. Review Questions: Wages, Interest, Dividends, Distributions, Social Security Benefits, and Capital Gains or Losses
  6. ATA Ch. 3 – Other Income
  7. Review Questions: Other Income
  8. ATA Ch. 4 – Deductions from Gross Income.pdf
  9. Review Questions: Deductions from Gross Income
  10. ATA Ch. 5 – Standard Deduction, Itemized Deductions, and Qualified Business Income Deduction.pdf
  11. Review Questions: Standard Deduction, Itemized Deductions, and QBI deduction
  12. ATA Ch. 6 – Tax Computation and Other Taxes
  13. Review Questions: Tax Computation and Other Taxes
  14. ATA Ch. 7 – Tax Credits
  15. Review Questions: Tax Credits
  16. ATA Ch. 8 – Filing Returns, Paying Taxes, Obtaining Refund, and Other Matters
  17. Review Questions: Filing Returns, Paying Taxes, Obtaining Refunds, and Other Matters
  18. ATA Ch. 9 – Taxation of Partnerships
  19. Review Questions: Taxation of Partnerships
  20. ATA Ch. 10 – S Corporations
  21. Review Questions: S Corporations
  22. ATA Ch. 11 – Corporate Taxation
  23. Review Questions: Corporate Taxation
  24. ATA Ch. 12 – Income Taxation of Trusts and Estates
  25. Review Questions: Income Taxation of Trusts and Estates
  26. ATA Ch. 13 – Estate Tax, Gift Tax, and Generation-Skipping Transfer Tax (GSTT)
  27. Review Questions: Estate Tax, Gift Tax, and Generation-Skipping Transfer Tax (GSTT)
  28. ATA Ch. 14 – Tax-Exempt Organizations
  29. Review Questions: Tax-Exempt Organizations
  30. ATA Ch. 15 – Tax Derreral and Investments
  31. Review Questions: Tax Deferral and Investment
  32. ATA Ch. 16 – Financial Statement Analysis
  33. Review Questions: Financial Statement Analysis
  34. ATA Ch. 17 – Special Purpose Frameworks Other Comprehensive Basis of Accounting
  35. Review Questions: Special Purpose Frameworks: Other Comprehensive Basis of Accounting
  36. ATA Ch. 18 – Employee Benefits
  37. Review Questions: Employee Benefits
  38. ATA Ch. 19 – Chapter 19 Uniform Commercial Code (UCC)
  39. Review Questions: Uniform Commercial Code (UCC)
  40. ATA Ch. 20 – Agency
  41. Review Questions: Agency
  42. ATA Ch. 21 – Payroll
  43. Review Questions: Payroll
  44. ATA Ch. 22 – Engagement Letter – Compilation with Full Disclosure Under GAAP
  45. Review Questions: Engagement Letter – Compilation with Full Disclosure under GAAP
  46. ATA Ch. 23 – SSARS Compilation and Review Workpapers
  47. Review Questions: SSARS Compilation and Review Workpapers
  48. ATA Ch. 24 – Ethics and Professional Conduct
  49. Review Questions: Ethics and Professional Conduct
  50. ATA Ch. 25 – Information Technology: Impact on Accounting
  51. Review Questions: Information Technology: Impact on Accounting
  52. ATA Ch. 26 – Cybersecurity
  53. Review Questions: Cybersecurity

TThe ATA Prep Course is written by leading CPAs, EAs, tax law, and ethics experts and published by the National Society of Accountants (NSA). This 24 chapter comprehensive course covers taxes and tax planning for businesses, corporations and partnerships, estates and trusts, consulting and ethics. Each chapter includes reference materials and review questions with answers and explanations.

More Information
Purchase

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