1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Details
Date: November 18, 2021 & November 19, 2021
Time: 08:00 am - 04:30 pm
Cost: $449 to $519
Event Category: Taxes,Accounting,Business Tax,Computer Science,Ethics,Personal Tax,Practice Management
Organizer
OAIA
Phone: (503) 282-7247
Email: info@oaia.net
Venue
Holiday Inn Eugene/Springfield
919 Kruse Way
Springfield, OR 97477 US
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Phone:
541-284-0707
Website:
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Speaker

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.

2021 In Person 1040 Taxes in Depth - Eugene/Springfield


Event Description

In Person 1040 Taxes in Depth - Eugene/Springfield

This will be an in person, socially distanced seminar.

Our 2021 course will include detailed coverage, with planning ideas of the latest changes fromt he 2021 Tax Acts from the new President, in-depth anlyses of court cases and IRS pronouncements with special focus coverage of sole proprietorship issues and IRA's as well as our annual review of common preparation.  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 free online tax reasearch library.

The 1040 in Depth course manual is Aerica's only independently awarded recognition for mulitple years as the top Research live course CPE manual in the country.  With over 1,100 pages of practitioner-written guidance, organized in logical form order used by the IRS to assemble returns, participants receive both a printed and 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 dozend of checklists, worksheets and client letters while obtaining the latest "What's New" information.   All live seminar attendees are also provided with:  PDF of hyperlinked manual, our 4-page laminated desktop reference "Fingertip Facts" 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 : $449
Price for nonmembers : $519

Past Seminar.

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