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Tuesday, December 19, 2023 Live Webcast

Reviewing Individual Tax Returns: What Are You Missing? (E2312742)

8:45 AM - 12:15 PM EST

Registration: 8:30 AM EST

webcast

Vendor Platform

4 CPE Credits in TX

OVERVIEW

The sheer mass of Internal Revenue Code provisions affecting individual taxpayers presents a considerable challenge for CPAs and tax professionals. These provisions combined with the potential for input error when utilizing the array of income tax software available, create the potential for a multitude of errors that can occur when preparing your client’s tax return. Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff. Sharpen your reviewing skills by examining case studies discussing issues for which additional information from the client may be warranted, and areas of tax law that require additional analysis and information.

DESIGNED FOR

CPA Firm partners and managers tasked with reviewing individual Tax returns

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 topics:
  • Section 199A qualified business income deduction
  • Timeshare properties
  • Home office
  • Hobby losses
  • Self-employment health insurance
  • Business start-up costs • Depreciation
  • Unreported income
  • Schedule C issues
  • Like-kind exchanges
  • Self-employment tax
  • Sections 1202 and 1244 stock • Charitable contributions of property

COURSE LEVEL

Intermediate

PREREQUISITES

Basic knowledge of, or experience with, individual taxation

ADVANCE PREPARATION

None

INSTRUCTOR

William Taylor

William F. Taylor, CPA

Surgent Professional Education

William F. (Bill) Taylor, CPA is President of Lifetime Financial Solutions, LLC, a financial coaching firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS, he has served as an adjunct assistant professor in the MBA program at the University of Mississippi. Bill has worked in the employee benefit and investment fields for over 25 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS, office of KPMG Peat Marwick and managing his own firm since 1999. A nationally known consultant and speaker, Bill has conducted seminars for the American Institute of Certified Public Accountants, the American Society of Pension Professionals & Actuaries, CPA and bar associations in 45 states, and many private organizations. He has been awarded both the AICPA Outstanding Discussion Leader award and the James L. McCoy Discussion Leader of the Year Award from Surgent CPE. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.

PRICING

$189.00 - Member

$264.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

ALSO AVAILABLE

COURSE DEVELOPER

AICPA/NJCPA