CPE Course Surgent's Targeted 1040 Forms Update for the Occasional Tax Preparer (CASU)

February 1, 2018

9:00 AM — 5:00 PM

Location Webinar

Member Price $219.00
Non-member Price $249.00

Curriculum Taxation

Field of Interest

Level Intermediate

Designed For

Industry or non-tax professionals preparing individual income tax returns for the current tax year

8.00 credits

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  • Study current income tax Forms and Schedules for individual clients
  • Understand which income tax returns and schedules have changed
  • Review individual income tax preparation for the current year


    • Do I need a PTIN? 
    • Am I required to register as an ‘Authorized e-file Provider?’
    • Where do I start?  
    • Professional people acting Professionally, and if not, what are the penalties? 
    • A tour of the most recent changes starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on significant recent tax legislation
    • Preparation of various Form 1040 individual tax returns and schedules; provided answers include “filled-in” forms
    • Tax filing status – Rules for filing status and planning opportunities and pitfalls
    • Self-employed person issues
    • Sale and exchange of property – Understanding Form 4797 and depreciation recapture; capital gains
    • Schedule C deductions
    • A working understanding of passive losses – How to handle rental property and how the passive loss rules flow to the tax forms
    • Itemized deductions – A thorough understanding of what’s deductible and what’s not
    • Interest deductions – Limitations and timing problems
    • How the Affordable Care Act affects tax returns
    • Review of new laws and changes in old forms to provide a familiarity for the upcoming tax season


Dennis P. Benvie MS, CPA


Basic familiarity with tax rules relating to individual taxation


Surgent McCoy CPE, LLC

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