CPE Course Streamlined Tax Staff Training-Individual
November 1, 2022
8:45AM — 4:30PM
Location
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.
Objective
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
Highlights
- 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
Instructors
Prerequisites
Developer
Kaplan Financial Institute
