OREGON ASSOCIATION OF INDEPENDENT ACCOUNTS

Details

Date: January 6, 2025 & January 7, 2025

Time: 08:00 am - 04:00 pm

Cost: $410.00 to $480.00

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

Terry Bakker

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.

Event Description

1040 Taxes in Depth

Webinar

Make sure you are registering for the correct format - see the title of class

Our 2024 course will include detailed coverage, with planning ideas, of the latest changes from the 2024 Tax Acts, court cases, IRS changes and all late-season Congressional changes up to the day before the class with special focus coverage on pension changes high risk areas and our annual review of common preparation issues and new court cases and IRS guidance. Because all our speakers are also praticing professionals you receive practical insight and planning issues throughout the two days.

As our flagship course, we take particular pride in it consistent quality and provision of the most thorough and hands-on individual tax preparation guidance. The included manual is bursting with over 1,300 hyperlinked citations to the accompanying free online tax research library. On top of that it is America's only Form 1040 manual to be regularly and independently recognized as the Top Research Live Course CPE Manual in the United States for six straight years. Its 1,100+ practitioner-written pages are saturated wit logically organized guidance to complement the IRS's methods for assembling returns. This manual is provided in both print and digital formats to in-person course attendees (webinars receive only E-Book), who also enjoy the value of energetic and knowledgeable teaching from our expert instructors.

Participants also receive practical guidance, dozens of checklists, worksheets, ad client letters, plus "What's New" information. If you are choosing an in-person seminar, your fee also includes a hyperlinked PDF of the manual, four-page laminated desktop reference "Fingertip Facts", and a free 2-hour self study ethics course.

The 1040 manual is your 1,000 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.

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 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