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Monday, December 16, 2019 Live

Advanced Technical Tax Forms Training - Form 1040 Issues (E1912221)

8:30 AM - 4:30 PM EST

Registration: 8:00 AM EST

NJCPA Learning Center

105 Eisenhower Parkway, Suite 300
Roseland , NJ 07068

8 CPE Credits in TX

OVERVIEW

This course discusses the topics that experienced staff, managers and partners should understand in depth while also assisting in avoiding costly mistakes when facing complicated 1040 issues. The manual includes several advanced cases with "filled-in" forms provided with the complete answers.

DESIGNED FOR

CPAs in public accounting who prepare or review complex 1040 returns.

BENEFITS

  • Recognize and understand how to handle advanced technical issues which arise in preparing individual tax returns
  • Complete the tax forms for selected issues

HIGHLIGHTS

  • What’s NEW for this year - Aimed at higher level staff issues and planning
  • Qualified Business Income - Coverage of 199A including the real estate safe harbor, wages, basis in assets, and so on
  • A tour of the most recent forms changes, starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on significant recent tax legislation
  • How will clients (and practitioners) interact with the IRS in the future?
  • Hot, hidden, or miscellaneous developments affecting the upcoming tax season Things your parents taught you?
  • Utilizing the ABLE program
  • Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
  • Form 6198 - At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant
  • Form 6252 - Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain & tax basis of reacquired property
  • Form 5329 - Additional taxes on qualified plans: Advanced study of how to avoid penalties

COURSE LEVEL

Advanced

PREREQUISITES

Basic to intermediate-level experience in preparing Form 1040.

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • This seminar qualifies for IRS credit.
Course materials are distributed electronically. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.

INSTRUCTOR

Brian Greenstein

Brian R. Greenstein, Ph.D.

Surgent Professional Education

Brian R. Greenstein, Ph.D., is an accounting professor at the Lerner College of Business and Economics at the University of Delaware. Previously he served as the Director of Graduate Tax Programs and Chair of the Department of Accounting and Taxation at Seton Hall University. Dr. Greenstein started his career with an international CPA firm and currently maintains an active consulting practice. Dr. Greenstein has presented hundreds of live seminars on various tax and financial planning topics for State CPA societies, private accounting firms, and the Internal Revenue Service. In 2015 and 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. He has also written numerous articles appearing in national publications such as the Journal of Taxation, The Tax Advisor, the CPA Journal, the Journal of Corporate Taxation, Taxes -- The Tax Magazine, Taxation for Lawyers, and the Review of Taxation of Individuals. His research has been quoted by the Supreme Court of the United States in Indopco v. Commissioner, and he actively contributes to the regulatory standard-setting process.

PRICING

$279.00 - Member

$379.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Surgent

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