TaxSpeaker

1040 Tax in Depth

Live Seminar

Credit Hours: 16

By: Bill Leonard, CPA, CFFA

Number of Attendees:

$379.00
 
Event Description:

This is TaxSpeaker's flagship course that in 2016 received an award from CPA Technology Advisor that no other CPE course has EVER received. TaxSpeaker was named runner up in tax research nationwide as a result of this course. That may seem unusual to most people, but the manual is an annual tax CPE manual, not a research system, is a 1,300 page print and hyperlinked electronic 1040 guide and is now proven as the best CPE manual in the country by its peers, rather than self-anointed!

This course is written to be the most up-to-date practical 1040 class in America. The class begins with all of the last-minute and current year changes that can affect an individual tax practice. From Congressional changes to IRS rulings, from the latest practice concerns to compliance issues we review all of the pressing issues of a tax practice the first thing out of the gate, in a deep practical approach that leaves nothing out.

Every one of our speakers is required to be a current practitioner with knowledge and humor who brings their current experience to the room in a presentation approach designed to make the class rewarding, interesting and stimulating, and every single speaker has won multiple "Best Speaker of the Year" awards! We utilize cutting-edge technology to provide you with literally hundreds of hyperlinks, useful websites, supporting research and case law citations to arm you with the most powerful annual guidance available. Driven by current year changes, we make sure to discuss them all before moving to reviews of current year problem areas identified by our practitioner-speakers as the most pressing issues of the year. The What's New analysis often takes up 10-12 of the 16 hours of the class because of our depth of coverage from real practitioners.

All participants receive the national award winning TaxSpeaker Manual which has been called “The Best in the Industry” at well over 1,300 pages that are updated every year. It is written to be used as a primary desktop reference manual and organized in a common-sense manner. All of the latest changes are provided individually within each chapter as well as in their own special “What’s New” chapter at the beginning of the manual.

We still continue to provide our attendees the best value in the business with a tab-divided printed manual as well as a free PDF version containing hyperlinks to hundreds of citations. This course provides in-depth coverage of 1040 returns and the related schedules and forms with a particular emphasis on problem areas. You will also find practical advice on managing your tax practice as well as relevant tax planning strategies and tax savings measures to offer your clients. Used by over 35 state CPA, EA, PA and national societies this is the go-to course for annual 1040 continuing education for all members of a firm from owners to new staff.

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, email question response from the authors/speakers, free monthly newsletters for practitioners, free underlying tax research via the web for all tax classes, lunch included at every full-day live class, free 2-hour ethics self-study class for all 1040 attendees, and dozens of practical free downloadable practice aids written by real practitioners. And all of this comes from a US-owned, practitioner-based seminar company. Seminar material is updated throughout the season to reflect the most recent guidance as well as in the speaker presentations.

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: reference manual, lunch, and a hyperlinked E-Book.

  • Be sure to check out our multi-seminar discount.

Disclaimer

Fees/Schedule All Jennings Sponsored Group-Live 8 hour seminars begin promptly
at the stated time, break for 30 minute lunch, have 2-10 minute breaks and end promptly at the stated time.

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 Approved Continuing Education Provider Number 5KBKR.

Event Details
Seating:
LIMITED
Cost:
$379.00
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 :   December 12, 2017
Time 1 :   8:00 AM    Add to Outlook
 
Date 2 :   December 13, 2017
Time 2 :   8:00 AM   
 
Event Location
Venue:
Courtyard by Marriott San Antonio Airport
Address: 8615 Broadway St. San Antonio, TX 78217
Contact Information
Speaker Bio(s)
Res bill square
Bill Leonard, CPA, CFFA

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...

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