Events Search
  Summary & Check Out (0)
Monday, January 4, 2021 Webcast

Working Paper Documentation (X3-2207164)

10:00 AM - 12:00 PM EST
webcast

Webcast

2.0 CPE Credits in TX

OVERVIEW

Workpapers support the creation of a tax return. This documentation not only impacts the preparer, but is required by the IRS to complete a proper audit of the return. However, nothing in federal tax law prescribes a specific format for tax return working papers. Updated for the Tax Cuts and Jobs Act (TCJA), this self-study course will help you appropriately and adequately prepare, organize and understand workpapers. The Internal Revenue Code requires every taxpayer to keep records and statements necessary for the proper administration of the tax laws

DESIGNED FOR

CPAs, particularly new tax staff

BENEFITS

When you complete this course you will be able to:

• Learn to interpret document tax return information and correctly organize workpapers

• Know which workpapers are appropriate for specific tax situations

• Understand how to prepare an Accrual to Cash Conversion Workpaper

• Execute efficient and meaningful research within tax online services

HIGHLIGHTS

Source of data for tax adjustments from books

-Authority documentation

-Case studies – good and bad workpapers

COURSE LEVEL

Basic

PREREQUISITES

none

INSTRUCTOR

J. Harden

J. William Harden, CPA, Ph.D., ChFC

AICPA/Professional Development Institute

J. William Harden, Ph.D., CPA, ChFC University of NC Greensboro / Greensboro, NC Bill is an Associate Professor in the Bryan School of Business and Economics at UNC Greensboro where he teaches tax courses on flow-through entities, individual and corporate tax, tax research, IRS practices and ethics. Bill has over twenty years of experience in taxation. He began his public accounting career in 1990 in the Dallas office of one of the Big Six accounting firms. In addition to his university teaching, Bill consults on tax and financial planning issues and maintains a sole practice in North Carolina, focusing on taxation and financial consulting for small businesses and individuals. Bill has testified before the House Ways and Means Oversight Sub-Committee on internet taxation issues. He was the recipient of a Lybrand Certificate of Merit in 2002. Bill has been involved in CPE instruction for over a decade. He was the author of the AICPA’s tax update courses from 2007 through 2012 and received AICPA instructor awards in 2011, 2012 and 2013. Bill also received NCACPA outstanding instructor awards in 2009, 2010 and 2011. Bill has authored over 30 publications in tax accounting and financial planning journals, including the Journal of Financial Service Professionals, Strategic Finance, National Tax Journal, Journal of Business Finance and Accounting, Tax Notes, Tax Advisor, Journal of the American Society of CLU and ChFC. Mr. Harden is currently a member of the American Accounting Association, the American Taxation Association, the National Tax Association, the AICPA, and the North Carolina Association of CPAs. He is a past board member of the Piedmont Chapter of the NCACPA.

PRICING

$99.00 - Member

$119.00 - Non Member

Register Today


Note: Online pre-registration will close on January 4 at 9:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

AICPA/NJCPA

AREAS OF INTEREST