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Monday, April 6, 2026 Live Webcast

Reviewing Individual Tax Returns: What Are You Missing? (X3-4902289)

9:00 AM - 1:00 PM EDT
webcast

Vendor Platform

4 CPE Credits in TX

OVERVIEW

The sheer volume of IRC provisions affecting individual taxpayers presents a considerable challenge for CPAs and tax professionals. The review stage of preparinga return serves as a critical backstop to prevent errors in clients' returns. This case-study-based course addresses common mistakes practitioners make when preparing individual tax returns; these mistakes are often missed by review staff. Participants will review four sample returns and identify both errors and areas of opportunity. They'll also discover issues that may warrant additional client information and areas of tax law that require deeper analysis.

DESIGNED FOR

CPA firm partners and managers tasked with reviewing individual Tax returns. CPA firm staff tasked with preparing individual Tax returns. CPA sole proprietors specializing in individual taxation.

BENEFITS

  • Determine the proper tax treatment for certain rental property activities.
  • Distinguish between hobbies and businesses.
  • Identify the warning signs that a client might have unreported income.
  • Determine proper tax return reporting of a like-kind exchange transaction.

HIGHLIGHTS

  • Qualified business income deduction
  • Hobby losses
  • Self-employment health insurance
  • Business start-up costs
  • Depreciation
  • Schedule C issues
  • Like-kind exchanges
  • New deductions and provisions added by H.R. 1, commonly referred to as OBBBA, including the deduction for tipped income

TAKE THEIR WORD FOR IT…

Past attendees say:
  • More fun than just reading and listening
  • Enjoyed taking this class. Thanks you.

COURSE LEVEL

Intermediate

PREREQUISITES

Experience with individual tax return preparation

ADVANCE PREPARATION

None

INSTRUCTOR

James Harden

James W. Harden, CPA, Ph.D., ChFC

Ernst & Young LLP

PRICING

$225.00 - Member

$269.00 - Nonmember

Register Today


Note: Online pre-registration will close on April 6 at 8:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

AICPA/NJCPA