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Monday, November 27, 2023 Live Webcast

Streamlined Tax Staff Training — Complex Return Issues (E2311611)

8:45 AM - 4:30 PM EDT

Registration: 8:30 AM EDT


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8 CPE Credits in TX


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.


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.


  • 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


  • 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)




Experience with individual tax returns.




Timothy Dreyer

Timothy C. Dreyer, J.D.

Tim Dreyer’s career in tax, law, finance, and leadership has spanned over 40 years. He served in top level positions in five IRS functions—Counsel, Appeals, Examination, Collection, and the Taxpayer Advocate’s Office. After his retirement, he pursued another 17-year profession as a subject matter expert and director in PricewaterhouseCoopers’ Washington National Tax Service.

Tim has worked with over 100 Fortune 500 companies, including 11 of the top 20 companies. He has worked with businesses and high-wealth individuals in more than 25 countries on 6 continents. Tim is an accomplished tax specialist who has extensive planning, advisory, and consulting experience involving tax, finance, and valuation.

Throughout his career, Tim has attended and taught thousands of hours of CPE, CLE, and undergraduate and graduate courses. For over 20 years, he taught law, finance, tax, and ethics at three different universities.

Tim holds a BA in economics, a JD in law, and completed his graduate studies in finance and tax. He is also a licensed attorney.


$289.00 - Member

$439.00 - Nonmember

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