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1040 Tax Return Workshop

Author/Moderator: Wendy E. Kravit, CPA, MBA
Publisher: AICPA
Availability: Varies by Format (See Below)
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Available Formats:  Text | On-Demand | See All

Get your tax return training from the industry’s best! The AICPA’s individual tax course provides the latest practical insights from nationally recognized tax experts. Reinforce your understanding of frequently used principles, and receive a wealth of tax-planning tips and strategies. Learn how to apply the latest changes when preparing federal income tax returns, and advise clients on new developments and tax-saving ideas for individuals. All key tax return issues are covered during this fast-paced, real-world course. Make sure you are armed with the latest tax guidance as you enter the upcoming tax season!

Topics Discussed:

  • New tax developments
  • Medicare Surtax on net investment income
  • Medicare tax on high-earner wages
  • Health Insurance tax credit, other tax credits
  • Dividends, interest, and planning opportunities
  • Compensation issues, deferred plans, fringe benefits
  • Distributions from IRA’s and other qualified plans
  • Gross income exclusions
  • Passive losses
  • Vacation homes, home offices, bad debts
  • Travel and entertainment
  • Depreciation and Amortization
  • Gain and loss recognition and basis rules
  • Property transactions – capital vs ordinary income
  • HSA’s, self-employed health insurance, and other adjustments to income
  • Alternative minimum tax

Learning Objectives:
When you complete this course, you will be able to:

  • Apply the latest changes when preparing federal individual income tax returns
  • Advise individual clients on new developments and tax-saving ideas

Who Will Benefit?

  • CPAs working with clients or employers requiring up-to-date expertise in individual income taxation for the current tax season

Prerequisite: :  Knowledge of individual income taxation and Form 1040 preparation

Advanced Preparation: None

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Other Options

NASBA Field of Study: Taxes
Level: Intermediate
Recommended CPE Credit: Text - 36; On-Demand - 29.5
1040 Tax Return Workshop
Text , 2014
Product# 735229
Availability: In Stock
AICPA Member:$225.00
Your Price:$281.25
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