1040 Tax in Depth

seminar

Registration Information:

Sponsor: PSTAP
Phone: 610-623-8900
Website: http://www.pstap.org

Product Description

What an unusual year! The 1040 Manual this year has over 50 pages of new laws and court cases including the Secure Act 2.0, clarification of 2022’s Inflation Reduction Act; the Corporate Transparency Act; clear guidance on disaster losses as a result of the fires, floods and storms of 2023, new IRS crypto-currency guidance, new estate & gift rules and IRS opening attacks on the Employee Retention Credit frauds will require six hours on our part just to cover the new stuff.

We have added a whole new Day one afternoon session on tax planning for individuals to go with our “1040 hot topics” normal review.

On Day two we provide the newly updated engagement letter, fee schedules and new 1040 preparer and review checklists, interview forms and 1040 checksheets.

The 1040 manual is your 1,000 page electronic desktop reference guide that for nearly 10 straight years has been voted by Tax Professionals in the independent review as The Only CPE Manual to be awarded a Top Research Award.


**Fingertip tax guide & printed manual are only offered for live in person seminars. If you are attending a webinar then you will receive only the PDF version of the manual. The Fingertip tax guide or a printed manual can be purchased separately. **

Included with your 1040 Tax in Depth purchase is a free 2 hour Ethics Self-Study (OnDemand)--Follow the directions in your manual on how to redeem this free course.

Attendee Requirements

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

Location Details

Address(es):

Springfield Country Club
400 W. Sproul Road
Springfield, PA 19064

Prerequisites

2-4 years tax preparation experience.

Field of Study

Taxes-16.00
Update-TBD

Hours

16

NASBA Categories

Taxes, Update

Course Level

Intermediate

Course Objectives

Upon completion of this course, attendees will be able to properly prepare, report amounts on, file, and deduct disaster losses from Form 1040. We will also teach you how to determine which credits clients may qualify for on their 1040 returns to reduce taxable income, including methods to save for their dependent children’s college education and other education credits and deductions. In addition, this course covers appropriate handling of IRS client audits, compliance with Circular 230 ethics regulations, and advice for clients under military special taxation rules.

Available Options

Webinar

A scheduled, online course viewable on any computer or device with Zoom access; suitable for single person use. Webinars include: online course, eBook download, & PDF of PowerPoint slides. CPE credit will be issued based on log in time and percentage of polling questions answered.

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Seminar

A live event to be attended in person. Seminars include: printed book, eBook download, PDF of PowerPoint slides, light breakfast, lunch, & CPE credit.

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Self Study Options

On Demand

An online, previously recorded course viewed at your convenience. The course is added to your TaxSpeaker account for instant access and includes: eBook, PDF of PowerPoint slides, downloadable course video, & (1) exam required for CPE credits.

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Ebook/DVD

A digital, downloadable PDF course manual & DVD package which includes: digital manual, DVD of course presentation, PDF of PowerPoint slides & (1) exam required for CPE credit. The DVD will be shipped to you and the manual/slides will be added to your TaxSpeaker account to download at your convenience.

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Manual/DVD

A physical, printed copy of our course manual and a course DVD. Included is: manual, DVD, PDF of PowerPoint slides, & (1) Exam required for CPE credit. The manual and DVD will be shipped to you; the slides will be added to your TaxSpeaker account to download at your convenience.

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Speaker Details

Bill Leonard CPA, MAFF, CGMA Bill Leonard CPA, MAFF, CGMA

Disclaimer

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