1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Details
Date: October 20, 2022
Time: 08:00 am - 04:30 pm
Cost: $275 to $345
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 - Portland South
25425 SW 95th Avenue
Wilsonville, OR 97070 US
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Phone:
503-682-2211
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.

2022 In Person 1041's for Trusts & Estates


HURRY - EARLY PRICE ENDS SOON !!

Early price for members : $275 / After July 15, 2022 : $ 319
Early price for non-members : $345 / After July 15, 2022 : $ 389

Event Description

In Person 1041's for Trusts & Estates Seminar

If signing up for both days, make sure you register for the package!!!!

This will be an in person, socially distanced, seminar.

This course is written and taught by practicing CPA Terry Bakker from the point of view of an actual practitioner.  Beginning with a discussion of when returns are required, we guide participants through the 1041 preparation maze while providing hands-on guidance from a real, expert practitioner reagarding types of trusts, return preparation, compliance, allocations and distributions.  Updated for the newest estate planning rules under President Biden, the course also discusses administration and accounting in 1041's and practical advice throughout the day.

 

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 : 8
Level : Intermediate
Prerequisites : 2-4 years of tax preparation
Field Of Study : Taxes

Price for members : $275
Price for nonmembers : $345


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