1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Details
Date: November 15, 2018 & November 16, 2018
Time: 08:00 am - 04:30 pm
Cost: $325 to $395
Event Category: Taxes
Organizer
OAIA
Phone: (503) 282-7247
Email: info@oaia.net
Venue
Holiday Inn Eugene/Springfield
919 Kruse Way
Springfield, OR 97477 US
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Phone:
541-284-0707
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. She has over 27 years’ experience in the industry. Terry is the current President of the Oregon Association of Independent Accountants and its past Education Chair. Terry brings practical experience to the subject of Ethics, with suggestions for ensuring compliance with the plethora of rules that govern the industry.

2018 1040 Taxes in Depth - Eugene/Springfield


HURRY - EARLY PRICE ENDS SOON !!

Early price for members : $325 / After July 16, 2018 : $ 355
Early price for non-members : $395 / After July 16, 2018 : $ 425

Event Description

Wow.  That's all we can say about America's only independently awarded recognition for multiple years as the top Research live-course CPE manual in the country.  With over 1,100 pages of practitioner-written guidance, organized in logical form order used by the IRS to assemble returns, participants receive both a printed and electronic manual.  Written and taught by actual practitioners known for high-energy presentations in educational and humorous, yet informative manners, this course has been ranked TaxSpeaker's finest course for 15 straight years.  Because all of our speakers are required to personally prepare, for compensation at least 200 returns annually, participants are assured of receiving practical guidance, excellent speakers, and dozens of checklists, worksheets and client letters while obtaining the latest "Whats New" information.

Our 2018 course will include detailed coverage, with planning ideas of the Tax Cuts and Jobs Act, special focus coverage of sole proprietorship issues and emerging economy issues (Consumer-to-consumer sales, Crypto-Currency, etc.) as well as our annual review of common preparation issues and new court cases and IRS guidance.  In-depth example coverage of the new mortgage interest rules and the dependent credit will provide professionals witht the answers to their latest 1040 client questions.  Because this is TaxSpeaker's flagship course participants are assured of receiving the best, most thorough and hands-on individual tax prepartion education available in the country, and the independently awarded recognition proves it.  At TaxSpeaker we don't self-anoint our books or instructors as "The Best", we let independent third parties do it for us!

The 1040 in Depth course (16 hours) will include all of the changes to individual tax returns; plus discussion of the 20% flow through deduction, in addition to all of our Whats New items, 2018 extender bill; and the March 2018 Budget Bill.

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

Price for members : $325
Price for nonmembers : $395


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