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Preparing Complex 1040s (4151375E)
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"For many practitioners and clients, tax simplification is only a dream for many . This program is designed for the CPA who is ready to handle the most complex individual income tax preparation problems, including tax-deferred exchanges, passive losses, AMT and carryback benefits. "

1/21/2016
When: 1/21/2016
9:30 AM - 5:00 PM
Where: Webcast/Webinar
Presenter: Don Paul Cochran, JD, CPA, CFP®, CRC®
Contact: April Deneault
801-834-6634


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For many practitioners and clients, tax simplification is only a dream for many . This program is designed for the CPA who is ready to handle the most complex individual income tax preparation problems, including tax-deferred exchanges, passive losses, AMT and carryback benefits.


Objectives:


    Identify and solve complex 1040 problems.
    Determine proper presentation strategies.
    Identify appropriate disclosures to avoid penalties.
    Determine and create opportunities for tax reduction.

 

        
   

Major Subjects:




    New tax legislation
    Passive losses: tracking and triggering
    Limited losses from lack of at-risk basis
    Calculation of NOLs for regular tax and AMT
    Computing carryback benefits
    Alternative Minimum Tax
    Minimum tax credit
    Net investment income tax
    Tax-deferred exchanges
    At-risk rules

 
           

Designed For:

CPAs with experience preparing Form 1040s who want to become experts.

Prerequisite:  Two or more years experience preparing Form 1040.

Advanced Prep:  None

Speaker: Don Paul Cochran, JD, CPA, CFP®, CRC®

Vendor: CalCPA

Field of Study:     Taxes

Level:  Intermediate

CPE Credit: 8 Hours

Acronym: PCR

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

 Don Paul Cochran, JD, CPA, CFP®, CRC®    Don Cochran is a solo practitioner in Apple Valley, Minnesota. His 30 years of practice has been focused primarily in the areas of small business legal and tax consulting, and individual tax, estate, and financial planning.    Don has practiced law in both Iowa and Minnesota, was a CPA with the Small and Emerging Business practice of then Big 8 accounting firm, Touche Ross, in Bloomington, Minnesota, and was the Vice President of Tax and CFO with various privately and publicly held companies. He also served as an advanced sales consultant with Securian Financial, Nationwide Financial, and Pacific Life Insurance Company. He developed and provided continuing education on tax and legal planning strategies for small to medium size businesses and wealthy individuals, and worked with insurance wholesalers and financial advisors to understand and implement financial strategies geared towards asset preservation and income in retirement.    Don earned his undergraduate degree, a Bachelor of Science in General Science, from the University of Iowa, Iowa City, Iowa, and graduated from the University of Iowa College of Law with his Juris Doctorate. In addition to being an attorney and Certified Public Accountant, he maintains his designations as a Certified Financial Planner® and Certified Retirement Counselor®. He is a member of the Minnesota and Iowa State Bar Associations, and the Minnesota Society of CPAs.

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