CPE Course 1040 Workshop for Experienced Preparers

January 11, 2018

8:30am — 4:15pm

Location Manchester

Member Price $259.00Register after December 21 and pay $279.00
Non-member Price $359.00Register after December 21 and pay $379.00

Curriculum Taxation

Field of Interest Taxation (General)

Level Update

Designed For

8.00 credits

Add to Cart View Cart

Objective

Highlights

1040 WORKSHOP FOR MORE EXPERIENCED PREPARERS is a 1-day seminar (8 credits) led by Peter Birkholz, MST. 

 Topics include:

  • A forms oriented review (with annotations) of recent federal tax law changes in areas such as the 0.9% additional Hospital Insurance tax on wages of employees and self-employment income over certain threshold amounts
  • Form 8960 and the 3.8% tax on net investment income
  • Possible early implementation of the repair/capitalization regulations
  • Extension of various expired/expiring individual and business tax provisions including extension of increased section 179 expensing
  • 50% bonus depreciation
  • Phase out of personal exemptions and reduction in itemized deductions
  • The new alternative home office deduction of up to $1,500
  • Income tax returns for same-sex married couples after DOMA was declared unconstitutional: Medicare and COBRA premiums as a self-employed health insurance deduction
  • Charitable contributions and the requirement of a contemporaneous written acknowledgment
  • Passive activity losses including the losses of real estate professionals
  • Tax rates, AMT exemption amount, and the new AMT treatment for nonrefundable personal credits beginning in 2013
  • First Time Abate Administrative Waiver and taxpayer and preparer civil penalties
  • Other new tax developments and tax planning considerations
  • Electronic filing
  • PTINs
  • and much more.

Instructors

Mr. Peter A. Birkholz MST

Prerequisites

Developer

Boston Tax Institute

Back to Course List Add to Cart View Cart