Reviewing Individual Tax Returns: What Are You Missing?

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  • Date/Time
    • Sep 17, 2018
    • Sign In: 7:45am (Mountain Time)
    • Program: 8:00am - 11:30am (Mountain Time)
    • Add to Calendar
  • Location
    • Idaho Society of CPAs
      1649 W Shoreline Dr., Ste 202
      Boise, ID 83702
    • Map
  • Credits
    • 4.00
  • Credit Type(s)
    • Taxation (4.00)
  • Prerequisites
    • Basic knowledge of individual income taxation

  • Vendor
    • AICPA
  • Level
    • Intermediate
  • Fields of Study
    • Taxation
  • Message
    • 1/2 hour lunch included if attending both am & pm

Description

Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including pass-through K-1s, home office issues, hobby losses, rental property, hiring spouses, depreciation, §179 issues, amortization and more! This course follows a highly illustrative case study format to increase participant comprehension and retention.

Designed For

CPAs working with clients requiring up-to-date expertise in individual income taxation for the current tax season

Objectives

  • Identify common mistakes made on individual tax returns.
  • Determine strategies to avoid making mistakes on individual tax returns.

Highlights

    Common errors made involving the following tax forms:
  • Form 1040
  • Schedule A
  • Schedule B
  • Schedule C
  • Schedule D
  • Schedule E
  • Form 4562
  • Form 4797

Advanced Prep

Download manual and test usability prior to morning of seminar

Register Now

Registration is closed. Please contact ISCPA at 208-344-6261 or email cpe@idcpa.org if you have any questions.

Leaders

William Taylor

William (Bill) F. Taylor, CPA

William (Bill) F. Taylor is president of Renasant Bank in Water Valley, Mississippi and an Employee Benefit Advisor for Renasant Financial Services. He is the author of several books and his articles have appeared in numerous publications.

Taylor has been an employee benefit and investment consultant for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson office of KPMG Peat Marwick and managing his own firm for 10 of those years. He is a nationally known consultant and speaker and has conducted seminars for the American Society of Pension Professionals and Actuaries, over 40 states’ CPA and Bar associations, and other organizations. He was awarded the Outstanding Discussion Leader award in 2008.

Taylor graduated from the University of Mississippi with a B.B.A. in Banking and Finance and a Master of Accountancy in Taxation.

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