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22WC-1078: Staff Tax Training Individual: Beginning (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Wednesday, January 11, 2023
10:00am - 5:30pm Central Time
8 CPE (8 technical)

Master the preparation of the individual income tax return! Understand the basics, with a focus on the law and compliance forms associated with Form 1040. An overview of the process for new preparers. A refresher for the more seasoned professional.

Major subjects

  • Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return.
  • Identify and be able to implement basic individual income tax planning ideas for clients.
  • Familiarity with several source documents utilized in the preparation of an individual income tax return.
  • Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future.

Learning objective(s)

  • Identify all of the individual income tax series 1040 and basic schedules and know when each form is used.
  • Identify the major individual income tax items that most taxpayers report each year.
  • Be familiar with source documents and how to use these documents to complete form 1040.
  • Calculate the income tax liabilities of individual taxpayers with common individual tax items.
  • Be familiar with resources that are available to assist the practitioner in identifying and then resolving individual income tax questions.
  • Reinforce concepts through the use of basic quick case studies.

Who should take this program?

New Tax Preparers and Experienced Staff seeking a refresher. 

Fees

Our records indicate you are a nonmember. If you register, you will be charged $389.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $289.00
checkmarkStandard Nonmember Fee $389.00

More program information

Location Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (8.0)
Level Basic
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq. Basic understanding of individual income taxation.
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.