Individual Taxation
Dates: May 1 – June 11, 2022
- Tuesdays & Thursdays 4:00 pm – 7:00 pm – Pacific
- Saturdays 8:00 am – noon – Pacific
13 lectures
Instructors:
Eva Rosenberg, EA and Susan Holtgrefe, EA
Description:
This course provides a strong foundation for tax professionals who work with individuals (Form 1040) and the related forms, disclosures and supporting documentation.
Who Should Attend:
Tax preparers and practitioners (CPAs, EAs Attorneys) who want to get updated about current tax laws and procedures, and want to see examples of various versions of Form 1040, learning how to identify missing information, and how to help clients organize their data most efficiently.
Tax preparers and practitioners (CPAs, EAs Attorneys) who want to get updated about current tax laws and procedures, and want to see examples of various versions of Form 1040, learning how to identify missing information, and how to help clients organize their data most efficiently.
Topics Covered:
- Overview of Form 1040
- Dependents & Filing Requirements
- Income
- Itemized Deductions
- Adjustments to Income
- Credits and Other Taxes
- Tax Sample 1 – a basic Form 1040
- Tax Sample 2 – a Form with more complex issues
- Tax Sample 3 – a Form 1040 with taxes, credits, limitations and a balance due
- Estate and Gift
- Basis of Assets
- Depreciation
- Capital Gains and Losses
- Sales and Exchanges
- International Taxation
Learning Objectives:
To understand more than just how to prepare a Form 1040; but also when it is the preparer’s responsibility to dig more deeply into client data, and when you can accept client information as presented.
Level
Basic
Instructional Method
- Group: Internet-based
- Self-Study
NASBA Field of Study – #112311
- CPE Credit: 30 hours for CPAs
- 30 hours Federal Tax Related for EAs and OTRPs
IRS Course #
- Group: Internet-based – HCGAM-T-00091-22-O
- Self-Study – HCGAM-T-00091-22-S
CPE Credit:
80 hours for CPAs
80 hours Federal Tax Related for EAs and OTRPs
Program Prerequisites:
Basic experience with tax issues.
Basic experience with tax issues.
Advance Preparation:
None.
None.
TaxMama® 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.
In accordance with the standards of the National Registry for CPE Sponsors, CPE credits are granted based on a 50-Minute Hour.
NASBA Sponsor Identification #112311
IRS Course Provider #HCGAM-T