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Monday, November 14, 2022 Live Webcast

Streamlined Tax Staff Training — Complex Return Issues (E2211421)

8:45 AM - 4:30 PM EDT

Registration: 8:30 AM EDT

webcast

Vendor Platform

8 CPE Credits in TX

OVERVIEW

The computer can do the calculations, but some analysis and exercise of trained judgment is required as well. This fast-paced program offers “next step” training for accountants who are ready to tackle complex individual tax return issues. It is entirely focused on problem solving and application of the tax law’s complex reporting requirements. Program materials include valuable checklists and quick reference guides to enhance efficiency and save valuable time.

DESIGNED FOR

Accounting and financial professionals who will be working on individual income tax returns that involve common reporting complexities. May also be suitable for public practice.

BENEFITS

  • Solve tax basis problems with mutual fund redemptions and sales
  • Compute the proper qualified business income deduction for an individual tax payer
  • Calculate and report AMT adjustments and preferences
  • Compute an individual NOL
  • Identify and report tax matters associated with divorce and dependent children
  • Claim “Real Estate Professional” status and make election to aggregate rental activities
  • Report and claim investment interest
  • Properly classify “passive activities”
  • Take full advantage of Schedule C deductions

HIGHLIGHTS

  • Self-employment issues—retirement plan contributions, health insurance, and self-rental
  • Passive loss issues
  • Calculation of individual NOL
  • AMT carryforwards, carrybacks, and AMT credit
  • Alimony child support, and property settlements
  • 1031 exchanges
  • Contribution of tangible property to various entities (corporations and partnership)

COURSE LEVEL

Advanced

PREREQUISITES

Experience with individual tax returns.

ADVANCE PREPARATION

None

INSTRUCTOR

Inibehe Adesanya

Inibehe U Adesanya, ACA, ACIT, CPA, CGMA, MST, Ph.D.

Dr. Inibehe (Ini) Adesanya is the president of INI ADESANYA CPA, PLLC, and also owns Global Tax Lady LLC. Dr. Adesanya has worked in various countries with conglomerates and multinationals, including banks and the entertainment industry. She also worked in public accounting before starting her practice. With 20 years of combined experience in accounting, business, and taxation, Dr. Adesanya’s expertise covers complex domestic and international tax issues for both individuals and businesses. Dr. Adesanya works with clients as a subject matter expert (SME) on tax cases and tax issues where she justifies her clients’ tax position based on tax law, treasury regulations, revenue procedures, and other related regulatory publications. Dr. Adesanya has developed and taught courses on business taxation, for which she has received awards. She has also written and presented papers at various forums, organizations, and radio stations focusing on business, accounting, and U.S. and international tax issues. Dr. Adesanya is a Chartered Accountant (ACA), a Fellow Chartered Tax Practitioner (FCIT), and a Certified Public Accountant (CPA) licensed in the states of Colorado and Texas. She is also a Certified Global Management Accountant (CGMA). She holds a B.S. in human anatomy and a Professional Degree in accounting from Nigeria, as well as a Master of Science in taxation from Golden Gate University, San Francisco. She received her Ph.D. in business administration with a concentration in accounting and finance at Trident at American Intercontinental University, Chandler, AZ; her dissertation focus was on taxation.

PRICING

$289.00 - Member

$439.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

AREAS OF INTEREST