CPE Course Streamlined Tax Staff Training-Individual

November 1, 2022

8:45AM — 4:30PM


Member Price $259.00Register after October 11 and pay $279.00
Non-member Price $359.00Register after October 11 and pay $379.00

Curriculum Taxation

Field of Interest Taxation (General)

Level Beginning

Designed For

New tax staff members who need orientation to individual tax return preparation issues.


Participants will be able to:

  • Identify tax issues and when to ask for help
  • Interpret client information-real estate closing statements, Forms 1099R, Forms 1099from mutual funds, and Forms 1099B from brokers to properly classify and reporttransactions
  • Analyze supporting documents for tax information
  • Prepare Forms 1040, 4562, 4797, 6251, and others efficiently (with or without acomputer)
  • Use IRS publications and information at www.irs.gov to answer tax questions efficiently
  • Be a productive member of the tax team, communicating clearly with a return reviewer


  • Identifying, summarizing, and classifying income and deductible expenses
  • Qualified business income deduction added by the Tax Cuts and Jobs Act
  • Depreciation, cost recovery, and recapture
  • Passive losses
  • Interest tracing
  • Trade or business expenses
  • Capital gains and losses
  • Alternative minimum taxation
  • Procedures to minimize errors and simplify review
  • Finding answers to tax questions quickly and correctly




Kaplan Financial Institute

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