1040 Tax In Depth Course 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. **
Presenter: TaxSpeaker
Cost: $375/Members, $550/Non-members; Registration closes Monday, Friday, November 18, 2022 at 12:00 PM Eastern.
Zoom: Important Information- upon registration with VSTAP you will receive a confirmation email which includes a registration link to the Zoom webinar. You must also register in Zoom so that you will receive the unique Zoom link. VSTAP is unable to do this for you because of how Zoom works and for tracking purposes. The link to the materials is also provided in your confirmation email.
If you are not a VSTAP member, but want to get the member rate, you can join online. This event qualifies for use of VSTAP Education Bucks (member only).
Schedule
November 21 from 9:00 AM - 5:00 PM
November 22 from 9:00 AM - 5:00 PM
- All 8-hour webcasts will break for lunch and have two 10-15 minute breaks.
Additional Information
This virtual course will be presented LIVE from TaxSpeaker's new, state of the art TV studio facilities, using interactive whiteboards and energetic and engaged speakers. All attendees receive an electronic materials and Power Point slides.
This course is a nation-wide event offered by TaxSpeaker and not specifically for VSTAP. However, CPE credit will be issued by VSTAP, based on the attendance confirmation from TaxSpeaker. Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE credit. This only includes the electronic version of the materials.
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 tax preparation experience
Advanced Preparation: None
Instructional Method: Group Internet-Based
Approved by: NASBA & IRS
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.
Attendee Requirements: Earn Live CPE credit. You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor. If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.
Each person watching this webinar must be REGISTERED AND PAID regardless if CPE is needed or not.
Refunds and Cancellations
Attendance Cancellation Policy
Attendee cancellations and requests for refunds MUST be done at least 72 business hours prior to the start of the event 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.
This seminar has been approved by:
