1804 NE 43rd Avenue Portland, OR 97214

Contact Us: (503) 282-7247

Live Seminar

Details
Date: December 10, 2020 & December 11, 2020
Time: 08:00 am - 04:30 pm
Cost: $325.00 to $395.00
Event Category: Taxes,Accounting,Business Tax,Computer Science,Ethics,Personal Tax,Practice Management
Organizer
OAIA
Phone: (503) 282-7247
Email: info@oaia.net
Venue
Live Streaming Webinar

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Speaker

Bill Leonard, CPA, CFFA
Bill
Bill Leonard CPA, CFFA holds licenses and memberships in Massachusetts, Rhode Island, Alaska and Singapore. He is the sole shareholder of W.A. Leonard & Company, P.C. and PT W.A. Leonard employing sixteen multi-lingual professionals that focus on meeting the needs of small businesses, individuals and fiduciaries. A graduate of Bentley University and Babson College, Bill has been in practice since 1981. He has over twenty years of college and seminar teaching experience.

2020 1040 Taxes in Depth Live Streaming Webinar


Event Description

1040 Taxes In Depth Live Streaming Webinar

Due to the COVID-19 Pandemic, the OAIA Board has decided that it would be best for everyone to offer this course as a live streaming webinar.  It will still be taught by TaxSpeaker, but you can maintain your social distancing adn take it in the comfort of your own office or home via a webinar.  You will register and pay your fee to OAIA the same as an in person seminar and than a 10 days prior to the webinar, you will receive links to the webinar, e-book and the slides.  We can no longer provided printed manuals for the webinar.  The logistics of shipping individual manuals to separate addresses proved to be too much for TaxSpeaker.  We are providing the links earlier, so you have plenty of time to have the manual printed yourself.

Our 2020 course will include detailed coverage, with planning ideas, of the latest changes from the 2019 Budget Bill, the Tax Cuts and Jobs Act, the Families First Act from 3/2020 and the CARES Act from 3/2020 with special focus coverage of sole proprietorship issues adn IRA's as well as our annual review of common preparation issues and new court cases and IRS guidance.  Because this is TaxSpeaker's flagship course participants are assured of receiveing the best, most thorough and hands-on individual tax preparation education available in the country.

Every chaper has been updated for the effects of the end-of-2019 Budget Bill and both March 2020 tax bills with in-depth discussion and examples of those changes!  2020 chagnes are all coming together wotj 4 different bills into a massive year of tax changes

The 1040 in Depth course manual is Americ'a only independently awarded recognition for multiple years as the top Research live-course CPE manual in the country.  With over 1,000 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.  All live seminar attendees are also provided with:  PDF of hyperlinked manual, our 4 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 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 : $325.00
Price for nonmembers : $395.00

Past Seminar.

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