Virtual
Basic Staff Tax Training: Individual 2024
Date: Dec. 16, 2024
Time: 8 a.m. – 3:30 p.m. PT
CPE: 8
Overview
This course will help you master individual income tax return preparation! It will improve your understanding of the basics, focusing on the law and compliance associated with Form 1040. It is an excellent overview of the process for new preparers and a refresher for the more seasoned professional.
Product Code
1000002884-126108
Credit Type
CPE: 8CPE-Technical: 8CTEC-TX: 8IRS-TX: 8MCLE: 6.5MCLE LS-TX: 6.5Accessibility
Closed Captioning Available
Intended Audience
New tax preparers and experienced staff seeking a refresher.
NASBA Field of Study
Taxes
Level of Difficulty
Basic
Prerequisites
Basic understanding of individual income taxation.
Advance Preparation
None.
Learning Objectives
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
Other Dates
Faculty
Troy K. Lewis
Troy Lewis is the Past Chair of the Tax Executive Committee of the American Institute of CPAs (AICPA) in Washington, DC. In this role, he has testified six times before the United States Senate Finance Committee and the House Committee on Small Business.
Lewis has been active with the AICPA and the Utah Association of CPAs, for over two decades serving in key leadership positions including the President of the UACPA.
Lewis currently teaches...
More about Troy K. LewisAdditional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.