OREGON ASSOCIATION OF INDEPENDENT ACCOUNTS

Details

Date: December 18, 2023 & December 29, 2023

Time: 03:00 pm - 05:00 pm

Cost: $500.00 to $570.00

Event Category: Taxes,Accounting,Business Tax,Ethics,Personal Tax,Practice Management

Organizer

OAIA

Phone: (503) 282-7247

Email: info@oaia.net

Venue

Live Streaming Webinar; , US
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Speaker

Bob Jennings, CPA, EA

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.

8 Nights of 1040 Tax In Depth Live Streaming Webinar Series

Description
Additional Information

Event Description

8 Nights of 1040 Tax in Depth Live Streaming Webinar

Please pay attention, to make sure your are registering for the correct format of 1040 Tax In Depth you want to attend.

The OAIA Board has decided to offer you our biggest course of the year broken up into 2 hour increments.

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 fires, floods, and storms of 2023; 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 session on tax planning for individuals to go with our "1040 hot topics" normal review.

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.

Additional Information

Course Objective

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 of saving for their dependent children's college education and other education credits and deductions. In additions, this course covers appropriate handling of IRS client audits, compliance with Circular 230 ethics regulations, and advice for clients under military special taxation rules.

CPE Hours : 16
Level : Intermediate
Prerequisites : 2-4 years of tax preparation
Field Of Study : Taxes