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Thursday, December 19, 2024 Live Webcast

Streamlined Tax Staff Training - Individual (E2412501)

8:45 AM - 4:30 PM EST

Registration: 8:40 AM EST

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

PRICING

$299.00 - Member

$449.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 19 at 8:40 AM.

ADDITIONAL OPTIONS

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