1040 Boot Camp

Live Seminar

Credit Hours: 16

By: Bob Jennings CPA, EA, CFP®, Ron Roberson CPA

    Number of Attendees:

    Event Description:

    This intensive 2-day course begins with an overview of what is expected of an average beginner tax professional in terms of profit generation, accuracy and ethics. It will provide minimally experienced staff (including beginners) with hands-on training from 2 firm-owning instructors with over 75 years of small firm tax preparation experience. It will be team taught by Bob Jennings and Ron Roberson.

    Taxspeaker has the immersive training scheduled in 2 convenient airport hub locations. The hotels (Embassy Suites in both cities) have included free breakfast, comfortable, quiet, private sleeping rooms and free airport shuttles. The course is scheduled for Aug. 5-6, 2019 in Denver at the Embassy Suites-Stapleton, and August 8-9 in Charlotte at the Embassy Suites Charlotte airport. All students are expected to stay at hotel using discounted room block. Registration fee is $450 per student and includes breakfast & lunch each day, manual and comprehensive training. Multiple students from the same firm qualify for a discount (2-4 $400 each; 5 or more $360 each)

    Day 1 Outline:
    8-8:30 What is expected of me?
    Billings, accuracy, quality and organization
    Ethical considerations of confidentiality and compliance
    8:30-9:00 Form 1040-Filing status, dependents, standard deduction
    9:00-11:00 Schedule 1
    Other income items, and adjustments
    HSA review
    IRA and pension plan basics
    Schedule B interest and dividend income
    11;00-11:30 Schedule 2-Tax calculations
    11:30-12:15 Schedule 3-Non-refundable credits
    12:15-1:00 Lunch
    1:00- 2:00 Schedule 4-Other taxes, IRA penalties
    2:00-3:00 Schedule 5-Other payments and Refundable Credits
    3:00- 4:00 Day 1 Individual case study of basic return preparation by hand to illustrate interaction. Returns reviewed by instructors individually and discussed individually with students Complete all reviews by 5:00pm

    Day 2 Outline
    8:00-8:30 Complete prior day case study review
    8:30-10:30 Schedule C sole proprietor, depreciation, home office, auto
    10:30-11:00 Schedule D/Form 8949
    11:00-12:15 Schedule E rentals and basic passive rules
    12:15-1:00 Lunch
    1:00-1:30 Schedule E page 2, Forms K-1
    1:30-1:45 Schedule F
    1:45-2:15 IRS website resources, basic research tips
    2:15-2:45 Self review tips, 3 keys to finding errors. Workpaper organization
    3:00-3:45 Comprehensive hands on case study with actual forms, client data and research online
    3:45-4:00 Live instructor based solution and discussion, software overview
    End at 4:00pm

    Discounted Room Block Rate of $151.00 under Group Name TaxSpeaker.

    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: light breakfast, highlighter pen, notepad, printed reference manual, lunch and downloadable E-Book.


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

    Cancellation, Transfer and Refund Policy
    For Individual Seminar Purchase (not in any 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 NO REFUNDS 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: NASBA Sponsor #108251

    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
    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 :   August 05, 2019
    Time 1 :   8:00 AM    Add to Outlook
    Date 2 :   August 06, 2019
    Time 2 :   8:00 PM   
    Event Location
    Embassy Suites by Hilton Denver Stapleton
    Address: 4444 N. Havana St. Denver, CO 80239
    Contact Information
    Speaker Bio(s)
    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...

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    Ron Roberson CPA

    Ron Roberson is a well-known tax lecturer who has more than 20 years of experience teaching throughout the United States. Ron annually speaks to thousands of tax professionals about the latest business and personal tax law developments, using his sense of humor and friendly speaking style to keep...

    Samantha Zarantonello
    [email protected]
    812-288-1513 or 877-466-1040


    Event Objective
    At the conclusion of this course the student will be trained in basic individual income tax preparation for the average taxpayer, as well as understanding the ethical and business profit aspects of the income tax preparation business.

    Field of Study


    Event Level

    NASBA Category