TaxSpeaker

1040 Tax in Depth

Live Seminar

Credit Hours: 16

By: Bill Leonard CPA, MAFF, CGMA, Bob Jennings CPA, EA, CFP®

    $429.00
     
    IRS Number: 5KBKR-T-00522-17-I 5KBKR-U-00523-17-I
    Event Description:

    America’s only CPE award winner continues its tradition as a CPE class combined with a 1040 desktop reference guide. For 2017 we will continue our 4 special focus chapters with new topics of: Amended returns; final returns for deceased; small business pension plan issues; and divorce. The manual begins with our coverage of individual law changes in the powerful and popular “What’s New” discussion, which usually takes ½ of the 2 days. The course then proceeds through problem area and special focus issues and ends with industry issues on the latest concerns. As the only CPE provider recipient of the CPA Technology Advisor’s top research award you are assured of getting the best reference material available presented in an educational, yet interesting format.

    Sponsor Details

    Sponsor: TaxSpeaker

    TaxSpeaker is a unique, practitioner-led seminar company known for providing practical, useful information presented by extremely energetic, interesting and knowledgeable speakers. Nobody falls asleep at these lively training classes! These industry-leading classes are presented for over 25 state societies as well as via online webcasts and on-demand internet based training.

    Attendees receive the most up-to-date guidance and value in the form of real practitioner speakers, free monthly newsletters for practitioners, lunch included at every full-day live class, free 2-hour ethics self-study class for all 1040 attendees. And all of this comes from a US-owned, practitioner-based seminar company. Speaker presentations use the most recent information available throughout the season to give our attendees the most up to date information.

    Knowledgeable speakers, passionate presentations and practicality-are the marks of a TaxSpeaker seminar.

    Attendee Requirements

    • Dress warmly in layers as the room may be cool.

    • The registration fee includes: continental breakfast, Fingertip Tax Guide, highlighter pen, notepad, printed reference manual, lunch and downloadable E-Book.

    Disclaimer

    Fees/Schedule All Jennings Sponsored Group-Live seminars begin & end promptly at the stated times.

    Cancellation, Transfer and Refund Policy
    IF YOU PURCHASED THIS COURSE IN A PACKAGE THE CANCELLATION/REFUND POLICY IS AS FOLLOWS-FULL REFUND FOR UP TO 30 DAYS FROM ORDER DATE AND AFTER THAT DATE THERE WILL BE NO REFUNDS FOR THE PACKAGE BUT WE WILL TRANSFER YOU TO ANY OF OUR WEBCASTS COMPARABLE TO YOUR PURCHASE.

    Cancellation, Transfer and Refund Policy For Individual Seminar Purchase (not in the Seminar Package)-Registration fees will be refunded in full for up to 30 days in advance of the seminar. Registrations cancelled between 1-30 days prior to the seminar date are subject to a $50 cancellation fee.

    For more information regarding administrative policies, complaints and refunds please contact us at 877-466-1040 or visit www.taxspeaker.com. NO REFUNDS OR TRANSFERS WILL BE ISSUED AFTER THE SEMINAR BEGINS. NO EXCEPTIONS. Please call us at 877-466-1040 for auxiliary aid needs.

    Continuing Education


    Jennings Advisory Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor #108251

    Each group-live seminar carries above mentioned hours of CPE credit, based upon a
    50 minute contact hour. All Jennings Advisory Group seminars have been designed
    to comply with the Statement on Standards for Formal Group Study Programs published
    by the American Institute of Certified Public Accountants and the National Association
    of State Boards of Accountancy and to comply with CPE accreditation standards
    in the states in which they are held.

    Jennings Advisory Group, LLC has entered into an agreement with the Return Preparer Office,Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 5KBKR.

    Event Details
    Seating:
    SOLD OUT
    Cost:
    $429.00
    Hours:
    16
    Event Dates and Times

    TIME ZONES: PLEASE NOTE: All live seminar times are listed for the time zone which the seminar is being held.

    Date 1 :   October 30, 2017
    Time 1 :   9:00 AM    Add to Outlook
     
    Date 2 :   October 31, 2017
    Time 2 :   9:00 AM   
     
    Event Location
    Venue:
    TaxSpeaker
    Address: 4403 Hamburg Pike, Suite B Jeffersonville, IN 47130
    Contact Information
    Speaker Bio(s)
    Res bill square
    Bill Leonard CPA, MAFF, CGMA

    Bill Leonard CPA, CFFA holds licenses and memberships in Massachusetts, Rhode Island, Alaska and Singapore. He is the sole shareholder of W.A. Leonard & Company, P.C. and PT W.A. Leonard employing sixteen multi-lingual professionals that focus on meeting the needs of small businesses, individual...

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    Bob Jennings CPA, EA, CFP®

    Bob is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana),and an IRS Enrolled Agent. Bob is also a prolific author and has published over 60 professional ar...

    Contact:
    Samantha Zarantonello
    Email:
    info@taxspeaker.com
    Phone:
    812-288-1513 or 877-466-1040
    Testimonials

    Testimonial

    Event Objective
    Upon completion of this course, you will be able to properly report amounts on clients’ Form 1040 returns that appear on various 3rd party forms, properly prepare Form 1040 and its various schedules; properly file the above forms with Form 1040 when required; Determine if clients qualify to take various credits on their 1040 returns to reduce taxable income; Properly deduct disaster losses on Form 1040; Provide clients with methods of saving for their children’s college education and determine if they qualify for various education credits and deductions to reduce taxable income; Prepare to handle IRS audits of your clients; Comply with the requirements imposedby the Circular 230 regulations; Advise clients who are members of the military on special taxation rules.

    Field of Study
    Taxes

    Prerequisites
    2-4 years tax preparation experience

    Event Level
    Intermediate

    NASBA Category
    Taxes