CPE Course Surgent's Effective and Efficient Senior-Level Review of Individual Tax Returns (ERTW)

February 2, 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

Senior-level staff new to the review process or experienced staff members looking to update and/or expand their review procedures

8.00 credits

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Objective

  • Expand the process involved in reviewing applicable tax returns
  • Identify the most common areas that result in errors
  • Document a review, including consideration of risk management

Highlights

  • Review an error-prone "staff-prepared" Form 1040 from client-provided information
  • What are common errors preparers make and what are the areas generating malpractice claims
  • The importance of engagement letters, questionnaires, and §7216 permission statement
  • Initial administrative groundwork
  • Identifying organizing issues in the tax return to be reviewed
  • Avoiding “willful blindness”
  • Efficient review of certain advanced issues for income, adjustments, deductions, and credits
  • Effective procedures for delinquent clients, filing past-due tax returns
  • First-time client issues requiring extra scrutiny
  • Multiple checklists of efficient procedures to identify potential issues on a 1040 return
  • Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients

Instructors

Dennis P. Benvie MS, CPA

Prerequisites

Experience in preparing Form 1040, reviewing diagnostics, and preparing workpapers

Developer

Surgent McCoy CPE, LLC

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