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Streamlined Tax Staff Training - Individual

Thursday, December 19
 8:45am - 4:30pm

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8.00 Credits

Member Price $274.00

Price will increase by $35 after 12/12

Non-Member Price $399.00

Price will increase by $35 after 12/12

Overview

Essential knowledge for the new income tax return preparer presented in an information-packed day of practical instruction. Return preparation techniques are illustrated using real practice situations culled from hundreds of “tax organizers” and thousands of client questions. This program is a great jump start for the career of the new accountant.

Objectives

Participants will be able to:

  • Identify tax issues and when to ask for help
  • Interpret client information-real estate closing statements, Forms 1099R, Forms 1099 from mutual funds, and Forms 1099B from brokers to properly classify and report transactions
  • Analyze supporting documents for tax information
  • Prepare Forms 1040, 4562, 4797, 6251, and others efficiently (with or without a computer)
  • Use IRS publications and information at www.irs.gov to answer tax questions efficiently
  • Be a productive member of the tax team, communicating clearly with a return reviewer
  • Designed For

    New tax staff members who need orientation to individual tax return preparation issues.

    Prerequisites

    None

    Preparation

    None

    Notice

    By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy. https://www.ctcpas.org/events/cpe-policies

    Leader(s):

    Leader Bios

    Kenneth Heaslip, Managing Member, Kenn Heaslip Seminars, LLC

    Kenn is a top-rated instructor who has been leading dynamic, interactive and informative accounting programs for over 20 years.

    He has extensive experience teaching all levels of accounting, auditing, ethics, fraud, SSARS, and other practice-related subjects, and has presented to groups at all levels, from students to seasoned professionals.

    Kenn’s presentations focus on practical applications and include discussions among participants, examples, and case studies.

    He consistently receives high ratings and evaluations in his presentations.

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    Non-Member Price $399.00

    Member Price $274.00