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Surgent's Advanced Technical Tax Forms Training – Form 1040 Issues (ATFI)
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Don’t let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes several advanced cases with "filled-in" forms provided with the complete answers.

1/15/2019
When: 7:00 AM
Where: WEBINAR
SURGENT
ATFI-2018-01-WEBNR-15-01
United States
Contact: April Deneault
8018346634


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Acronym ATFI
CPE 8 hours
Category
Tax
Level Advanced
Vendor Surgent
Who should attend

CPAs in public accounting who prepare or review complex 1040 returns

Prerequisite
Basic- to intermediate-level experience in preparing Form 1040
Fees: Early Bird
Standard
Member N/A
$239
Non-Member: N/A
$309

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description 
Don’t let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes several advanced cases with "filled-in" forms provided with the complete answers.

 

Major Topics

  • What's NEW for this year-- Aimed at higher level staff issues and planning
    Taking initiative in difficult assignments, can you deliver the QBI message?
  • Full coverage of sect;199A qualified business income, its calculation, limitations, and examples
  • Advanced practice, basis, reporting, and gift issues intertwined with advanced
  • planning and discussion ideas
  • Just what is salmagundi?
  • Remember the Alamo-- The IRS Future State Initiative, how will clients (and practitioners) interact with IRS in the future?
  • Why the Light Brigade failed - Discuss a proposal for a yet to be developed new tax form, which calculates S corp basis, designed to be attached to individual returns
  • Malodorous Form 8867, changes again this year!
  • Form 6198 At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant
  • Form 6252 Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain & tax basis of reacquired property
  • Form 5329 Additional taxes on qualified plans: Advanced study of how to avoid penalties
  • Form 6251 Detailed case study and discussion on the adjustments and preferences associated with alternative minimum tax, including discussion of proper treatment of incentive stock option

Objectives

  • Recognize and understand how to handle advanced technical issues which arise in a professional practice and in preparing individual tax returns
  • Complete the tax forms for selected issues

 

 

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