1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Details
Date: December 20, 2021 & December 30, 2021
Time: 03:00 pm - 05:00 pm
Cost: $450.00 to $520.00
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

Bob Jennings, CPA, EA
Bob
Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana), a licensed CFP, an IRS Enrolled Agent and a Registered Tax Return Preparer. Bob is also a prolific author and has published over 60 professional articles in such magazines as the Journal of Accountancy as well as many other professional and consumer publications; annually authors several tax, accounting and technology manuals; and is a regular columnist for FoxBusiness.com. As the founder of his own regional CPA firm in 1984, Bob has dealt exclusively with individual and small business financial issues for over 30 years. Bob appears regularly in the media and has been quoted extensively by numerous publications. He has recorded an extensive number of information videos, DVD’s and instructional clips available on his website at TaxSpeaker.com.

2021 1040 Taxes in Depth Webinar Series


Event Description

1040 Taxes In Depth Webinar Series

One of the biggest complaints on the live streaming webinars is that it's hard to sit in front of a computer for 8 hours two days in a row.  TaxSpeaker and OAIA have heard you.  We have decided to offer one complete presentation of our 2-day, 2021 1040 Tax in Depth as eight, live 2-hour presentations on 8 different days.  All classes will be live with Bob Jennings as the speaker, and we will record each presentation in case you miss one.  NO CPE WILL BE GIVEN IF YOU MISS A LIVE WEBINAR AND WATCH THE REPLAY.  The registration fee includes the E-Book (1,100 pages), Power Point PDF (500 slides) and (1) Fingertip Facts handout mailed to you after the course is completed. 

PLEASE PAY ATTENTION, THE FORMAT OF THE SEMINAR YOU ARE REGISTERING FOR IS IN THE TITLE.

Schedule of Webinars 3:00 - 5:00 p.m. Pacific Time:

Date         Title

12/20       Whats New (1)

12/21       Whats New (2)

12/22       Chapter 2:  Form 1040 through Schedule SE, plus foreign income and Form 8949

12/23       Chapter 2 & 3: See above and Virtual Currency & Internet Economy Issues

12/27       Chapter 4:  Form 982-6198

12/28       Chapter 5:  Forms 6251-8879 including surtaxes, health savings account & QBI

12/29       Chapters 6 & 7:  Credits & Education and IRA's & Security

12/30       Chapters 7 & 8:  See above and IRS & client letter including 2021 engagement letter

 

Ten days prior to the webinar, you will receive links to the webinar, e-book and the slides.  We can no longer provide 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 if you choose to.

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 : $450.00
Price for nonmembers : $520.00

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