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Monday, December 20, 2021 Live Webcast

Reviewing Individual Tax Returns: What Are You Missing? (E2112132)

8:30 AM - 12:00 PM EST

Registration: 8:00 AM EST

webcast

ON24

4 CPE Credits in TX

OVERVIEW

The sheer mass of Internal Revenue Code provisions affecting individual taxpayers presents a considerable challenge for CPAs and tax professionals. The review stage of preparing a return serves as a critical backstop to prevent errors in clients' returns.

This case study-based course addresses common mistakes practitioners make when preparing individual tax returns that are often missed by review staff. Learners will review four sample returns and identify both errors and areas of opportunity. They'll also discover issues that may warrant additional client information and about areas of tax law that require deeper analysis.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

CPA firm partners and managers tasked with reviewing individual Tax returns. CPA firm staff tasked with preparing individual Tax returns. CPA sole proprietors specializing in individual taxation.

BENEFITS

  • Determine the proper tax treatment for certain rental property activities.
  • Distinguish between hobbies and businesses.
  • Identify the warning signs that a client might have unreported income.
  • Determine proper tax return reporting of a like-kind exchange transaction.

HIGHLIGHTS

  • Qualified business income deduction
  • Hobby losses
  • Self-employment health insurance
  • Business start-up costs
  • Depreciation
  • Schedule C issues
  • Like-kind exchanges
  • Charitable contributions of property

TAKE THEIR WORD FOR IT…

Past attendees say:
  • More fun than just reading and listening
  • Enjoyed taking this class. Thanks you.

COURSE LEVEL

Intermediate

PREREQUISITES

Basic knowledge of, or experience with, individual taxation

ADVANCE PREPARATION

None

INSTRUCTOR

Dennis Riley

Dennis P. Riley, CPA, M.B.A.
(4.5)

Dennis Riley, CPA

Dennis Riley has more than 35 years of experience in accounting, consulting, tax preparation, and government representation. He specializes in the tax and business needs of individuals, families, and entrepreneurial small businesses. He is a frequent lecturer on topics related to taxation and closely held businesses. He has received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Riley's experience includes a range of services including negotiations with federal and state government tax authorities, offers in compromise, closing agreements, strategic business plans, litigation support, record reconstruction, business formation and dissolution, problem solving, and tax preparation. He has resolved multiple-year filing issues, organization issues, and business transition problems.

PRICING

$189.00 - Member

$264.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

AICPA/NJCPA