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Monday, December 20, 2021 Live Webcast

Reviewing Individual Tax Returns: What Are You Missing? (E2112132)

8:30 AM - 12:00 PM EST

Registration: 8:00 AM EST

webcast

ON24

4.0 CPE Credits in TX

OVERVIEW

The sheer mass of Internal Revenue Code provisions affecting individual taxpayers presents a considerable challenge for CPA's and tax professionals. Combine that with the potential for input error when utilizing the array of income tax software available creates the potential for a multitude of errors that can occur on the final tax return forms. Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including passthrough K-1s, home office issues, hobby losses, rental property, hiring spouses, depreciation, §179 issues, amortization and more! This course follows a highly illustrative case study format to increase participant comprehension and retention.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

CPAs working with clients requiring up-to-date expertise in individual income taxation for the current tax season.

BENEFITS

  • Identify common mistakes made on individual tax returns.
  • Determine strategies to avoid making mistakes on individual tax returns.

HIGHLIGHTS

  • Common errors made involving the following tax forms: Form 1040
  • Schedule A
  • Schedule B
  • Schedule C
  • Schedule D
  • Schedule E
  • Form 4562
  • Form 4797

COURSE LEVEL

Basic

PREREQUISITES

Basic knowledge of individual income taxation.

ADVANCE PREPARATION

None

INSTRUCTOR

Dennis Riley

Dennis P. Riley, CPA, M.B.A.

Dennis Riley, CPA

Dennis Riley has more than 35 years of experience in accounting, consulting, tax preparation, and government representation. He specializes in the tax and business needs of individuals, families, and entrepreneurial small businesses. He is a frequent lecturer on topics related to taxation and closely held businesses. He has received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Riley's experience includes a range of services including negotiations with federal and state government tax authorities, offers in compromise, closing agreements, strategic business plans, litigation support, record reconstruction, business formation and dissolution, problem solving, and tax preparation. He has resolved multiple-year filing issues, organization issues, and business transition problems.

PRICING

$189.00 - Member

$264.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 20 at 8:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

AICPA/NJCPA