Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (X1-ATFI-2026-01-WEBNR-273-01)

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Wednesday, September 30, 2026 Live Webcast

9:00 AM - 5:00 PM EDT

Vendor Platform

8 CPE Credits in TX

Don’t let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues.

DESIGNED FOR

Accounting and Finance Professionals in public accounting who prepare or review complex 1040 returns

BENEFITS

Recognize and understand how to handle advanced technical issues which arise in a professional practice and in preparing individual tax returns
Complete the tax forms for selected issues

HIGHLIGHTS

What’s NEW for this year – Items all practitioners must know
Coverage of One Big Beautiful Bill Act
1099-K reporting requirements
Qualified Business Income -- Coverage of §199A including the real estate safe harbor
A tour of the most recent forms changes, starting from gross income and ending with selected credits, including the latest IRS guidance on significant recent tax legislation
How will clients (and practitioners) interact with IRS in the future and how the pandemic is steering the IRS to ramp up with digital communication efforts
Hot developments and current areas of interest
Virtual Currency and Digital Asset Taxation
Advanced practice, reporting, and other issues intertwined with advanced planning and discussion ideas
Form 6198 -- At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant
Form 6252 -- Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain & tax basis of reacquired property
Form 5329 -- Additional taxes on qualified plans: Advanced study of how to avoid penalties
Coverage of §1202 and §1045 transactions with examples

COURSE LEVEL

Advanced

PREREQUISITES

Basic to intermediate-level experience in preparing Form 1040

ADVANCE PREPARATION

None

ADDITIONAL NOTES

This seminar qualifies for IRS credit.

Course materials are distributed electronically. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.

Michael A. Frost, CPA, EA
(4.6)

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PRICING

$269.00 - Member

$289.00 - Nonmember

Note: Online pre-registration will close on September 30 at 8:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

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COURSE DEVELOPER

Surgent

AREAS OF INTEREST

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IRS (EA)

Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (X1-ATFI-2026-01-WEBNR-273-01)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

ADVANCE PREPARATION

ADDITIONAL NOTES

SESSIONS

INSTRUCTOR

Michael A. Frost, CPA, EA
(4.6)

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

ALSO QUALIFIES FOR

Data Alerts

Technical Individual Practice Issues and Tax Forms for Experienced Practitioners (X1-ATFI-2026-01-WEBNR-273-01)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

ADVANCE PREPARATION

ADDITIONAL NOTES

SESSIONS

INSTRUCTOR

Michael A. Frost, CPA, EA (4.6)

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

ALSO QUALIFIES FOR

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Michael A. Frost, CPA, EA
(4.6)