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Monday, November 16, 2026 Live Webcast

Reviewing Individual Tax Returns: What Are You Missing? (E2611572)

9:00 AM - 12:30 PM EST

Registration: 8:45 AM EST

webcast

Vendor Platform

4 CPE Credits in TX

OVERVIEW

Strategies to help return reviewers quickly identify common errors that practitioners make on individual tax returns, developed with H.R. 1 in mind.

DESIGNED FOR

  • CPA firm partners and managers tasked with reviewing individual tax returns
  • CPA firm staff tasked with preparing individual tax returns
  • CPA sole proprietors specializing in individual taxation

BENEFITS

  • Determine the proper tax treatment for certain rental property activities.
  • Distinguish between hobbies and businesses.
  • Identify the warning signs that a client might have unreported income.
  • Determine proper tax return reporting of a like-kind exchange transaction.

HIGHLIGHTS

  • Qualified business income deduction
  • Temporary senior deduction
  • State and local tax deduction
  • Hobby losses
  • Self-employment health insurance
  • Business startup costs
  • Depreciation
  • Schedule C issues
  • Like-kind exchanges

  • TAKE THEIR WORD FOR IT…

    Past attendees say:
    • More fun than just reading and listening
    • Enjoyed taking this class. Thanks you.

    COURSE LEVEL

    Intermediate

    PREREQUISITES

    Experience with individual tax return preparation

    ADVANCE PREPARATION

    None

    INSTRUCTOR

    James Di Gesu

    James J. Di Gesu, CPA, PFS
    (4.0)

    Wealth Manager

    Wealth Health LLC

    Read bio

    PRICING

    $199.00 - Member

    $274.00 - Nonmember

    Register Today


    Note: Online pre-registration will close on November 16 at 8:45 AM.

    ADDITIONAL OPTIONS

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    Print a registration form

    COURSE DEVELOPER

    AICPA/NJCPA