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Tuesday, November 1, 2022 Live Webcast

Streamlined Tax Staff Training — Individual (E2211431)

8:45 AM - 4:30 PM EDT

Registration: 8:30 AM EDT

webcast

Vendor Platform

8 CPE Credits in TX

OVERVIEW

Essential knowledge for the new income tax return preparer presented in an information-packed day of practical instruction. Return preparation techniques are illustrated using real-life situations culled from hundreds of “tax organizers” and thousands of client questions. This program is a great jump start for the career of the new accountant.

DESIGNED FOR

New tax staff members who need orientation to individual tax return preparation issues.

BENEFITS

  • Identify tax issues and when to ask for help
  • Interpret client information - real estate closing statements, Forms 1099R, Forms 1099 from mutual funds and Forms 1099B from brokers to properly classify and report transactions
  • Analyze supporting documents for tax information
  • Prepare Forms 1040, 4562, 4797, 6251 and others efficiently (with or without a computer)
  • Use IRS publications and information at irs.gov to answer tax questions efficiently
  • Be a productive member of the tax team, communicating clearly with a return reviewer

HIGHLIGHTS

  • Identifying, summarizing and classifying income and deductible expenses
  • Qualified business income deduction added by the Tax Cuts and Jobs Act
  • Depreciation, cost recovery and recapture
  • Passive losses
  • Interest tracing
  • Trade or business expenses
  • Capital gains and losses
  • Alternative minimum taxation
  • Procedures to minimize errors and simplify review
  • Finding answers to tax questions quickly and correctly

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTOR

Inibehe Adesanya

Inibehe U Adesanya, ACA, ACIT, CPA, CGMA, MST, Ph.D.

Dr. Inibehe (Ini) Adesanya is the president of INI ADESANYA CPA, PLLC, and also owns Global Tax Lady LLC. Dr. Adesanya has worked in various countries with conglomerates and multinationals, including banks and the entertainment industry. She also worked in public accounting before starting her practice. With 20 years of combined experience in accounting, business, and taxation, Dr. Adesanya’s expertise covers complex domestic and international tax issues for both individuals and businesses. Dr. Adesanya works with clients as a subject matter expert (SME) on tax cases and tax issues where she justifies her clients’ tax position based on tax law, treasury regulations, revenue procedures, and other related regulatory publications. Dr. Adesanya has developed and taught courses on business taxation, for which she has received awards. She has also written and presented papers at various forums, organizations, and radio stations focusing on business, accounting, and U.S. and international tax issues. Dr. Adesanya is a Chartered Accountant (ACA), a Fellow Chartered Tax Practitioner (FCIT), and a Certified Public Accountant (CPA) licensed in the states of Colorado and Texas. She is also a Certified Global Management Accountant (CGMA). She holds a B.S. in human anatomy and a Professional Degree in accounting from Nigeria, as well as a Master of Science in taxation from Golden Gate University, San Francisco. She received her Ph.D. in business administration with a concentration in accounting and finance at Trident at American Intercontinental University, Chandler, AZ; her dissertation focus was on taxation.

PRICING

$289.00 - Member

$439.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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