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24SR-0020: Reviewing Individual Tax Returns: What Are You Missing? (In-person)

Tuesday, December 17, 2024
8:30am - 12:00pm Central Time
4 CPE (4 technical)
Minnesota Society of CPAs, Bloomington

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The sheer mass of Internal Revenue Code provisions affecting individual taxpayers presents a considerable challenge for CPAs and tax professionals. These provisions, combined with the potential for input error when utilizing the array of income tax software available, create the potential for a multitude of errors that can occur when preparing a client's tax return. Examine common errors practitioners make on individual tax returns that are often missed by review staff. Sharpen your reviewing skills by examining case studies for which additional information from the client may be warranted, and areas of tax law that require additional analysis and information.

Major subjects

  • Section 199A qualified business income deduction
  • Home office
  • Hobby losses
  • Self-employment health insurance
  • Business start-up costs
  • Depreciation
  • Unreported income
  • Schedule C issues
  • Like-kind exchanges
  • Self-employment tax
  • Sections 1202 and 1244 stock
  • Charitable contributions of property

Learning objective(s)

  • Identify potential errors or omissions of information on tax returns
  • Recognize planning opportunities for your clients based upon information reported on a tax return
  • Determine the proper tax treatment for certain rental property activities
  • Determine the proper tax treatment for various start-up costs by a new business
  • Recognize some potential issues surrounding the qualified business income deduction and certain service businesses
  • Determine proper tax return reporting of a like-kind exchange transaction

Who should take this program?

CPAs working with clients requiring expertise in individual income taxation for the current tax season


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More program information

Instructor Steven Wagner, CPA
Location Minnesota Society of CPAs
1650 W 82nd St
Ste 600
Bloomington, MN
of study
of study
Taxes - Technical (4.0)
Level Intermediate
Format Group Live
Sponsor MNCPA
NASBA ID#: 139884
Prerequisites Prereq. Basic knowledge of individual income taxation
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