1040 Tax In Depth Seminar Information
Our 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! Fully updated for 2022, this course includes detailed coverage and planning ideas from all legislative and administrative changes in 2022, plus any last minute legislation. This will also include in-depth analyses of all court cases and IRS pronouncements specially focused on sole proprietorship and retirement issues as well as our annual review of common preparation issues. Because all speakers are also practicing professionals you receive practical insight and planning issues throughout the two days.
As our flagship course, we take particular pride in its consistent quality and provision of the most thorough and hands-on individual tax preparation guidance. The included manual is bursting with over 1,300 hyperlinked citations to the accompanying free online tax research library. On top of that, it is America’s only Form 1040 manual to be regularly and independently recognized as the Top Research Live Course CPE Manual. Its 1,100+ practitioner-written pages are saturated with logically organized guidance to complement the IRS’s methods for assembling returns. This manual is available both in print and digital formats to course attendees, who also enjoy the value of energetic and knowledgeable teaching from our expert instructors.
Participants also receive practical guidance, dozens of checklists, worksheets, and client letters, plus “What’s New” information. If you are choosing a live seminar, your fee also includes a hyperlinked PDF of the manual, four-page laminated desktop reference “Fingertip Facts,” and a free 2-hour self-study ethics course.
Upon completion of this course, attendees will be able to properly prepare, report amounts on, file, and deduct disaster losses from Form 1040. We will also teach you how to determine which credits clients may qualify for on their 1040 returns to reduce taxable income, including methods to save for their dependent children’s college education and other education credits and deductions. In addition, this course covers appropriate handling of IRS client audits, compliance with Circular 230 ethics regulations, and advice for clients under military special taxation rules.
**Fingertip tax guide & printed manual are only offered for live in person seminars. If you are attending a webinar then you will receive only the PDF version of the manual. The Fingertip tax guide or a printed manual can be purchased separately. **
Speaker: Mark Mirsky, CPA, MST, CGMA
Seminar prices go up after November 24, 2022. If you are not a VSTAP member, but want to get the member rate, you can join online.
| January 5 |
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| 7:00-8:00 am |
Registration & Continental Breakfast |
| 8:00 am-noon |
Seminar |
| noon-12:45 pm |
Lunch |
| 12:45-4:30 pm |
Seminar |
| 4:45-6:00 pm |
Networking Social |
| |
|
| January 6 |
|
| 7:00-8:00 am |
Registration & Continental Breakfast |
| 8:00 am-noon |
Seminar |
| noon-12:45 pm |
Lunch |
| 12:45-4:00 pm |
Seminar |
Seminar Location & Hotel Reservations
Renaissance Portsmouth-Norfolk Waterfront Hotel
425 Water St., Portsmouth, VA 23704
A special group rate has been provided if you wish to stay at the hotel. You may click here to make this reservation. The last day to secure a room at the group rate is December 5, 2022. Your reservation must be secured with a major credit card at the time of booking. You can also call Marriott reservations directly at 1-888-839-1775 and identify yourself as being with the group Virginia Society of Tax & Accounting Professionals.
Additional Information
Credit Hours: 16
Field of Study: Taxes, Update
Program Level: Intermediate
Designed for: Accountants, Tax Professionals, CPAs, EAs, Finance Professionals, Attorneys
Prerequisites: 2 - 4 Years of Tax Preparation
Advanced Preparation: None
Instructional Method: Group Live
Approved by: NASBA, IRS & CFP Board
Course Objective:
Upon completion of this course, you will be able to properly report amounts on clients’ Form 1040 returns that appear on various 3rd party forms, properly prepare Form 1040 and its various schedules; properly file the above forms with Form 1040 when required; Determine if clients qualify to take various credits on their 1040 returns to reduce taxable income; Properly deduct disaster losses on Form 1040; Provide clients with methods of saving for their children’s college education and determine if they qualify for various education credits and deductions to reduce taxable income; Prepare to handle IRS audits of your clients; Comply with the requirements imposed by the Circular 230 regulations; Advise clients who are members of the military on special taxation rules.
Refunds and Cancellations
If a decision is needed to be made to make these virtual events, or virtual events with a simulcast option, that decision will be made approximately 60 days prior to the event. If a decision to make the seminars virtual is made, registered attendees will be given the option for applying their payment to the virtual option or requesting a refund without fees.
Attendance Cancellation Policy
Attendee cancellations and requests for refunds MUST be done in writing by e-mail or mail. Postmarks for mail must be before the cancellation date. Phone calls and phone messages will not qualify as notice of cancellation.
Refund Policy
Cancellations received must be received five (5) business days before the beginning of the event program to be eligible for refunds. An administrative charge of $50 will be applied to all refunds.
Cancellations not received in writing by the date required will not be eligible for a refund. If cancellations requests are received less than five (5) days but more than 24 hours before the start of the program will be charged a $125 cancellation fee and the balance of the registration will be applied to a future VSTAP event.
This seminar has been approved by:
