Virtual
Individual Tax Compliance 2025
Date: July 11, 2025
Time: 8 a.m. – 3:30 p.m. PT
CPE: 16
Overview
Learn the fundamentals of basic federal income tax compliance, from effective information gathering to filing the return. Focus on the practical aspects of return preparation, analysis of the individual Form 1040 and significant new tax law developments.
In this two-day workshop, attendees will work through key items of Form 1040, including explanations of rules and required calculations. This course is offered in conjunction with the San Jose State University's MST Program. Online course.
Product Code
1000004210-133969
Credit Type
CPE: 16CPE-Technical: 16IRS-TX: 16Intended Audience
CPAs, accounting and tax practitioners.
NASBA Field of Study
Taxes
Level of Difficulty
Basic
Prerequisites
None.
Advance Preparation
None.
Learning Objectives
Major Subjects
- Record keeping
- Preparer/client relationship.
- Engagement letters and rules of conduct
- Software tools
- Proper tax compliance considerations, including review procedures and required disclosures
- Key California adjustments
Faculty
David John Neighbors
David is a CPA with more than 30 years of experience in public accounting. He has worked with high-net-worth individuals and families, including founders of closely-held businesses and C-level executives of multinational companies in the construction, real estate, manufacturing, technology, professional services, and retail industries.Most recently, David was a tax partner in BDO USA’s Private Client Services practice. Prior to joining BDO, he...
More about David John NeighborsAdditional Details
This course will be hosted via Zoom.