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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

INSTRUCTOR

Kenneth Heaslip

Kenneth A. Heaslip, CPA, CGMA, M.B.A.

Director

Cullari Carrico LLC

Kenn is a director at Cullari Carrico LLC, a regional CPA firm in Northern New Jersey. He also has extensive experience teaching all levels of accounting, auditing and other practice-related areas. Kenn has been a Professor of Accounting at several universities including Seton Hall, where he was the students’ choice as “Educator of the Year” two years in a row, as well as in the Executive Masters of Business Administration program at Rutgers University. In addition, he was the National Director of the Becker CPA Review. Kenn is an active member of the NJCPA, where he has served in positions, such as Vice President, Trustee Chapter President, Committee Chair and Task Force Chair. Kenn currently serves on the NJCPA Professional Conduct Committee, the Federal and State Taxation interest groups, Governmental Accounting & Auditing Interest Groups and the Nonprofit Interest Group.

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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