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Thursday, November 30, 2023 Live Webcast

Streamlined Tax Staff Training — Individual (E2311721)

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

Timothy Dreyer

Timothy C. Dreyer, J.D.

Tim Dreyer’s career in tax, law, finance, and leadership has spanned over 40 years. He served in top level positions in five IRS functions—Counsel, Appeals, Examination, Collection, and the Taxpayer Advocate’s Office. After his retirement, he pursued another 17-year profession as a subject matter expert and director in PricewaterhouseCoopers’ Washington National Tax Service.

Tim has worked with over 100 Fortune 500 companies, including 11 of the top 20 companies. He has worked with businesses and high-wealth individuals in more than 25 countries on 6 continents. Tim is an accomplished tax specialist who has extensive planning, advisory, and consulting experience involving tax, finance, and valuation.

Throughout his career, Tim has attended and taught thousands of hours of CPE, CLE, and undergraduate and graduate courses. For over 20 years, he taught law, finance, tax, and ethics at three different universities.

Tim holds a BA in economics, a JD in law, and completed his graduate studies in finance and tax. He is also a licensed attorney.

PRICING

$289.00 - Member

$439.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form