1040 Taxes in Depth
OAIA Board has decided to offer you the best of both worlds. You have the option of attending this one in person or if you prefer, it will be live streamed as a webinar from the Holiday Inn.
Please pay attention: The format of seminar you are registering for is in the title.
What an unusual year! The 1040 Manual this year has over 50 pages of new laws and court cases including the Secure Act 2.0; clarification of 2022's Inflation Reduction Act; the Corporate Transparency Act; clear guidance on disaster losses as a result of the fires, floods and storms of 2023; the new IRS crypto-currency guidance; new estate & gift rules and IRS opening attacks on the Employee Retention Credit frauds will require, six hours on our part just to cover the new stuff.
We have added a whole new day one afternoon session on tax planning for individuals to go with our "1040 hot topics" normal review.
On day two we provide the newly updated engagement letter, fee schedules and new 1040 preparer and review checklists, interview forms and 1040 checksheets.
The 1040 manual is your 1,000 page electronic desktop reference guide that for nearly 10 straight years has been voted by Tax Professionals in the independent review as THE ONLY CPE MANUAL to be awarded a Top Research Award.
Participants also receive practical guidance, dozens of checklists, worksheets, and client letters, plus "What's New" informaiton. If you are choosing an in-person seminar, your fee includes a hyperlinked PDF of the manual, four-page laminated desktop reference "Fingertip Facts," and a free 2-hour self study ethics course.
Upon completion of this course, you will be able to properly prepare, report amounts on, file, and deduct disaster losses from Form 1040. We will also teach you how to determine which credits clients may qualify for on their 1040 returns to reduce tax including methods to save for their dependent children's college education and other education credits and deductions. In addition, this course covers appropriate handling of IRS client audits, compliance with Circular 230 ethics regulations; and advice for 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
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