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Tuesday, December 19, 2023 Live Webcast

Reviewing Partnership Tax Returns: What are you Missing? (E2312732)

12:45 PM - 4:15 PM EST

Registration: 12:30 PM EST

webcast

Vendor Platform

4.0 CPE Credits in TX

OVERVIEW

The partnership section of the Internal Revenue Code is arguably one of the most difficult sections to comprehend. That complexity, and the reliability of tax software to properly handle it, can create many issues for you and your staff when processing you client's LLC and partnership tax returns. Join us as we discuss the common errors practitioners make on partnership tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including income, deductions, K-1 reporting, and more! This course follows a highly illustrative case study format to increase participant comprehension and retention.

DESIGNED FOR

CPAs working with clients requiring up-to-date expertise in partnership taxation for the current tax season

BENEFITS

  • Identify common mistakes made on partnership tax returns.
  • Determine strategies to avoid making mistakes on partnership tax returns.

HIGHLIGHTS

  • Form 1065
  • Schedules K and K-1
  • Schedules M-1 and M-2
  • Form 4562
  • Form 4797
  • And More!

COURSE LEVEL

Intermediate

PREREQUISITES

Basic knowledge of partnership income taxation

ADVANCE PREPARATION

None

INSTRUCTOR

William Taylor

William F. Taylor, CPA

Surgent Professional Education

William F. (Bill) Taylor, CPA is President of Lifetime Financial Solutions, LLC, a financial coaching firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS, he has served as an adjunct assistant professor in the MBA program at the University of Mississippi. Bill has worked in the employee benefit and investment fields for over 25 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS, office of KPMG Peat Marwick and managing his own firm since 1999. A nationally known consultant and speaker, Bill has conducted seminars for the American Institute of Certified Public Accountants, the American Society of Pension Professionals & Actuaries, CPA and bar associations in 45 states, and many private organizations. He has been awarded both the AICPA Outstanding Discussion Leader award and the James L. McCoy Discussion Leader of the Year Award from Surgent CPE. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.

PRICING

$189.00 - Member

$264.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 19 at 12:30 PM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

AICPA/NJCPA