Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. Updated for impacts of newly enacted legislation.
Senior-level staff new to the review process or experienced staff members looking to update and/or expand their review procedures.
Experience in preparing Forms 1040, reviewing diagnostics, and preparing work papers.
Course materials are distributed electronically. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.
Tyirin, Benvie & Co., CPAs
Dennis P. Benvie is a Director, Tax and Advisory Content, with Surgent. In addition to instructing continuing professional education seminars for 29 years, he also writes, edits, and/or updates many Surgent publications. He consistently receives high evaluations for knowledge and presentation skills, and has been recognized as The Outstanding Discussion Leader of the Year, awarded by the state of Indiana. Prior to becoming a member partner of Surgent, Dennis spent 15 years as a partner with a local Cincinnati CPA firm. He has 30+ years of public accounting experience specializing in tax, accounting, and management advisory for closely held businesses and individuals. His background also includes association with a tax attorney’s office and instructing accounting classes as adjunct accounting faculty of local state universities. Mr. Benvie is a graduate of Miami (Ohio) University, degree in Accountancy, and has also earned a Masters of Science in Taxation degree from the University of Cincinnati.
$249.00 - Member
$259.00 - Nonmember
Note: Online pre-registration will close on February 3 at 8:30 AM.
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