1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Details
Date: December 13, 2018 & December 14, 2018
Time: 08:00 am - 04:30 pm
Cost: $355 to $425
Event Category: Taxes,Accounting,Business Tax,Computer Science,Ethics,Personal Tax,Practice Management
Organizer
OAIA
Phone: (503) 282-7247
Email: info@oaia.net
Venue
Red Lion On The River
909 North Hayden Island Drive
Portland, OR 97217 US
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Speaker

Ron Roberson
Ron
Ron Roberson is a well-known tax lecturer who has more than 20 years of experience teaching throughout the United States. Ron annually speaks to thousands of tax professionals about the latest business and personal tax law developments, using his sense of humor and friendly speaking style to keep people coming back year after year. In addition to authoring multiple tax articles and manuals, Ron also continues to work with his partner in a tax and accounting practice in Sonora, California. Ron includes real life examples from his practice to make tax issues come alive and help complicated subject matter make more sense.

2018 1040 Taxes in Depth - Portland


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 the 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 as 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 "What's 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 with 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 preparation 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 other Whats New items, the February, 2018 extender bill; and the March 2018 Budget Bill.

 

This course is written to be the most up-to-date practical 1040 class in America. The class begins with all of the last-minute and current year changes that can affect an individual tax practice. From Congressional changes to IRS rulings, from the latest practice concerns to compliance issues we review all of the pressing issues of a tax practice the first thing out of the gate, in a deep practical approach that leaves nothing out.

Every one of our speakers is required to be a current practitioner with knowledge and humor who brings their current experience to the room in a presentation approach designed to make the class rewarding, interesting and stimulating, and every single speaker has won multiple "Best Speaker of the Year" awards! We utilize cutting-edge technology to provide you with literally hundreds of hyperlinks, useful websites, supporting research and case law citations to arm you with the most powerful annual guidance available. Driven by current year changes, we make sure to discuss them all before moving to reviews of current year problem areas identified by our practitioner-speakers as the most pressing issues of the year. The What's New analysis often takes up 10-12 of the 16 hours of the class because of our depth of coverage from real practitioners.

All participants receive the national award winning TaxSpeaker Manual which has been called “The Best in the Industry” at well over 1,300 pages that are updated every year. It is written to be used as a primary desktop reference manual and organized in a common-sense manner. All of the latest changes are provided individually within each chapter as well as in their own special “What’s New” chapter at the beginning of the manual.

We still continue to provide our attendees the best value in the business with a tab-divided printed manual as well as a free PDF version containing hyperlinks to hundreds of citations. This course provides in-depth coverage of 1040 returns and the related schedules and forms with a particular emphasis on problem areas. You will also find practical advice on managing your tax practice as well as relevant tax planning strategies and tax savings measures to offer your clients. Used by over 35 state CPA, EA, PA and national societies this is the go-to course for annual 1040 continuing education for all members of a firm from owners to new staff.

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 : $355
Price for nonmembers : $425

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