1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Details
Date: January 12, 2023 & January 13, 2023
Time: 06:00 am - 02:00 pm
Cost: $375 to $445
Event Category: Taxes,Accounting,Personal Tax
Organizer
OAIA
Phone: (503) 282-7247
Email: info@oaia.net
Venue
Live Streaming Webinar

, US
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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.

2023 Boot Camp for Business Returns Live Streaming Webinar


Event Description

From Trial Balance to Tax Return:  A Boot Camp for Business Returns

Several years ago, TaxSpeaker's President, Bob Jennings began recognizing the lack of younger faces in live crownds around the country.  He attributed it to one major problem:  the failure of today's university accounting programs to properly educate students that 50% of the US economy is driven by small business while training students exclusively for "Big 4" employment as, essentially, taxpayer-funded Big 4 training programs.

Lecture presentation plus power point slides.  This course is designed to instruct the student how to take a completed trial balance, determine missing items and additional basic needs to prepare Form 1120, 1120S or 1065.  It will address adjusting entries, book-to-tax adjustments and taxable versus non-taxable items.  It will then explain how to enter the information on the tax forms, while illustrating completed forms and individual specific requirements of each filing format.  It will also explain flow-through item concepts, basis and capital accounts. 

 

Additional Information
Course Objective

Upon completion of this course, the student will be able to complete a basis business tax return for a corporation or flow through entity

Level : Basic
Prerequisites : None
Field Of Study : Taxes

Price for members : $375
Price for nonmembers : $445


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