Seminar Course Description

Reviewing Individual Tax Returns: What Are You Missing?

Locations

CITY STATE DATES OFFERED STATE SOCIETY WEBSITE
Huntsville Alabama Sep 22, 2020 ASCPA
Pelham Alabama Sep 22, 2020 ASCPA
Phoenix Arizona Nov 10, 2020 ASCPA
Denver Colorado Dec 08, 2020 COCPA
Boise Idaho Oct 27, 2020 ISCPA
Indianapolis Indiana Dec 15, 2020 INCPAS
Louisville Kentucky Sep 25, 2020 KYCPA
Baton Rouge Louisiana Dec 01, 2020 LCPA
Monroe Louisiana Dec 09, 2020 LCPA
Shreveport Louisiana Nov 02, 2020 LCPA
Tupelo Mississippi Jun 17, 2020 MSCPA
Ridgeland Mississippi Aug 11, 2020 MSCPA
New Jersey Dec 01, 2020 NJCPA
Asheville North Carolina Oct 29, 2020 NCACPA
Philadelphia Pennsylvania Nov 19, 2020 PICPA
Pittsburgh Pennsylvania Dec 08, 2020 PICPA
Brentwood Tennessee Oct 27, 2020 TSCPA
Salt Lake City Utah Dec 07, 2020 UACPA
Bellevue Washington Nov 09, 2020 WSCPA

Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including passthrough K-1s, home office issues, hobby losses, rental property, hiring spouses, depreciation, §179 issues, amortization and more! Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law. This course follows a highly illustrative case study format to increase participant comprehension and retention.

Learning Objective

When you complete this course you will be able to:

  • Identify common mistakes made on individual tax returns.
  • Determine strategies to avoid making mistakes on individual tax returns.

Topics Dicussed

Common errors made involving the following tax forms:

  • Form 1040
  • Schedule A
  • Schedule B
  • Schedule C
  • Schedule D
  • Schedule E
  • Form 4562
  • Form 4797
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COURSE CODE

CL4ITRM

FIELD OF STUDY

  • Taxation

CPE CREDIT HOURS

4

KNOWLEDGE LEVEL

Intermediate

INTENDED AUDIENCE

CPAs working with clients requiring up-to-date expertise in individual income taxation for the current tax season

PREREQUISITE

Basic knowledge of individual income taxation

ADVANCED PREPARATION

None

DELIVERY METHOD

Group Live, Self-Study On-Demand

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Contact State Societies for Public Seminar Pricing and Additional Information

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