TaxSpeaker

1040 Tax in Depth

Live Seminar

Credit Hours: 16

By: Bill Leonard CPA, MAFF, CGMA

    Registration for state sponsored events such as this one are handled by the individual states and not through our site. Contact information for registration is:

    Phone: (406)442-1700
    Website: http://mspamt.org

    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

    State Sponsor: Montana Society of Public Accountants

    Phone: (406)442-1700

    Email: laser1040bymariegard@gmail.com

    Sponsor Details

    Sponsor: Montana Society of Public Accountants

    To establish a respected public image of accounting and tax professionals who are dedicated to public practice.
    To encourage a professional level of competence character and integrity by providing continuing professional education to increase the knowledge and efficiency of its members.
    To promote the highest standard of ethical conduct among its members
    To represent the accounting and tax professionals at the state and national levels and protect the right to practice.
    To seek the enactment of laws and the corrections or modification of existing laws in the interest of the profession and the general public.
    To alert members to some of the significant
    developments in tax laws in the interest of the profession.
    To publicize the achievements of individual members through appropriate national, state and local media.
    To serve as a clearing house for the dissemination of timely information on all matters of interest to accountants in public practice.
    To Encourage the camaraderie among its members.

    Attendee Requirements

    Call society/sponsor for location and hotel information as needed.

    All policies and registration and fees are established by society/sponsor.

    Dress warmly in layers as the room may be cool.

    Event Details
    Seating:
    LIMITED
    Cost:
    $0.00
    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 26, 2017
    Time 1 :   8:00 AM    Add to Outlook
     
    Date 2 :   October 27, 2017
    Time 2 :   8:00 AM   
     
    Event Location
    Venue:
    Holiday Inn Missoula
    Address: 200 S Pattee St Missoula, MT 59802
    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...

    Contact:
    Jamie Cortez
    Email:
    laser1040bymariegard@gmail.com
    Phone:
    406-442-1700
    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