1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Details
Date: December 9, 2021 & December 10, 2021
Time: 08:00 am - 04:30 pm
Cost: $352.00 to $422.00
Event Category: Taxes,Accounting,Business Tax,Computer Science,Ethics,Personal Tax,Practice Management
Organizer
OAIA
Phone: (503) 282-7247
Email: info@oaia.net
Venue
Live Streaming Webinar

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Speaker

Bill Leonard, CPA, CFFA
Bill
Bill Leonard CPA, CFFA holds licenses and memberships in Massachusetts, Rhode Island, Alaska and Singapore. He is the sole shareholder of W.A. Leonard & Company, P.C. and PT W.A. Leonard employing sixteen multi-lingual professionals that focus on meeting the needs of small businesses, individuals and fiduciaries. A graduate of Bentley University and Babson College, Bill has been in practice since 1981. He has over twenty years of college and seminar teaching experience.

Terry Bakker
Terry
Graduated with a Bachelor of Science in Business Administration: Accounting from Portland State University. Passed all four parts of the CPA exam on the first sitting. Started into the tax arena working for her father, Larry O’Leary, has been committed to the tax preparation industry, education and promotion since. Terry became a Licensed Tax Preparer, then a Licensed Tax Consultant in 2002, and an Enrolled Agent in 2008. Terry was able to get her CPA license in 2018. She has over 27 years’ experience in the industry. Terry is a past president of OAIA.. Terry brings practical experience to the subject of Ethics, with suggestions for ensuring compliance with the plethora of rules that govern the industry.

Mark MIrsky
Mark
Mark Mirsky CPA, MST, CGMA Mark Mirsky is a licensed CPA in Illinois with in-house corporate accounting experience, and has worked in both large and small accounting firms. He has a Master's in Taxation from University of Illinois, Urbana-Champaign. In 2004 Mark co-founded ROI Business Services, LLC, where he leads the Taxation and Management Advisory Services. In 2018 he founded ROI CPE, LLC to provide quality education to the CPA industry. With a focus on partnerships, S-corporations, C-corporations, and multi-state taxation, Mark also provides assistance for business startups, the acquisition and disposition of businesses, international taxation, and real estate. Mark works with businesses and organizations across the country and around the world, including manufacturing/distribution, technology and web-based, and construction companies, as well as service firms and medical practices. He also works with individuals and tax planning. Mark's background includes working in the international tax group at one of the largest accounting firms in the world, and for two middle-market firms focusing on closely held businesses, serving as a firm-wide resource for partnership and multistate taxation. He currently is teaching for Taxspeaker around the country, a former instructor for other national seminar companies. Concentrations: Tax instruction, business consulting, multi-state and partnership taxation, international tax, S-corporations, startup businesses, tax planning, individual tax, accounting and assistance with structuring sales/acquisitions of businesses.

2021 Live Streaming 1040 Taxes in Depth Webinar


Event Description

Live Streaming 1040 Taxes In Depth Webinar

Due to COVID-19, the OAIA Board has decided to offer you the best of both worlds.  You have the option of attending this seminar in person, socially distanced of course, or if you are still not comfortable with that, it will be live streamed as a webinar.

Please pay attention, the format of seminar you are registering for is in the title.

Ten days prior to the webinar, you will receive links to the webinar, e-book and the slides.  We can no longer provided printed manuals for the webinar format.  The logistics of shipping individual manuals to separate addresses proved to be too much for TaxSpeaker.  We are providing the links earlier, so you have plenty of time to have the manual printed yourself.

Our 2021 course will include detailed coverage, with planning ideas, of the latest changes from the 2021 Acts from the new President, in depth analyses of court cases adn IRS pronouncements with special focus coverage of sole proprietorship issues and IRA's as well as our annual review of common preparation issues and new court cases and IRS guidance.  Because this is TaxSpeaker's flagship course participants are assured of receiving the best, most thorough and hands-on individual tax preparation education available in the country.  The manual includes over 1,300 hyperlinked citations to the accompanying online tax research library.

The 1040 in Depth course manual is Americ'a only independently awarded recognition for multiple years as the top Research live-course CPE manual in the country.  With over 1,000 pages of practitioner-written guidance, organized in the logical form order used by the IRS to assemble returns, participants receive an electronic manual.  Written and taught by actual practitioners known for high-energy presentations in educational and humorous, yet informative manners, this course has been ranked as TaxSpeaker's finest course for 15 straight years.  Because all of our speakers are required to personally prepare, for compensation at least 200 returns annually, participants are assured of receiving practical guidance, excellent speakers, and dozens of checklists, worksheets and client letters while obtaining the latest "What's New" information.  All seminar attendees are also provided with:  PDF of hyperlinked manual and a free 2 hour self-study ethics course.

Additional Information
Course Objective

Upon completion of this course, you will be able to properly report amounts on clients’ Form 1040 returns that appear on various 3rd party forms, properly prepare Form 1040 and its various schedules; properly file the above forms with Form 1040 when required; Determine if clients qualify to take various credits on their 1040 returns to reduce taxable income; Properly deduct disaster losses on Form 1040; Provide clients with methods of saving for their children’s college education and determine if they qualify for various education credits and deductions to reduce taxable income; Prepare to handle IRS audits of your clients; Comply with the requirements imposed by the Circular 230 regulations; Advise clients who are members of the military on special taxation rules.

CPE Hours : 16
Level : Intermediate
Prerequisites : 2-4 years of tax preparation
Field Of Study : Taxes

Price for members : $352.00
Price for nonmembers : $422.00


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