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Advanced Technical Tax Forms Training – Form 1040 Issues Webinar

CPE

When
Jan. 15
9:00 a.m. - 5:00 p.m.

CPE Credits
8-Tax

Details

 Pricing

PICPA Member: $239 | Nonmember: $339


 More Information

Course No.
ATFI-2018-01-WEBNR-15-01
Level
Advanced
Prerequisites
Basic- to intermediate-level experience in preparing Form 1040
Note

This webinar is hosted by PICPA's partner, Surgent CPE. After registering, you will receive an email from Surgent CPE with the log-in information.

Description

  • 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

Highlights

  • 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 §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 options


Speaker(s)

Dennis P. Benvie, MS, CPA
Managing Member
Surgent McCoy CPE, LLC.

In addition to instructing continuing professional education seminars for 20 years, he also writes, edits, and/or updates many Surgent McCoy publications. He consistently receives high evaluations for knowledge and presentation skills, and has been recognized as The Outstanding Discussion Leader of the Year, awarded by the state of Indiana. Prior to becoming a member partner of Surgent McCoy CPE, LLC, Dennis spent 15 years as a partner with a local Cincinnati CPA firm. 

Dennis has 30 years of public accounting experience specializing in tax, accounting, and management advisory for closely held businesses and individuals. His background also includes association with a tax attorney's office and instructing accounting classes as adjunct accounting faculty of local state universities. Mr. Benvie is a graduate of Miami ( Ohio) University, degree in Accountancy, and has also earned a Masters of Science in Taxation degree from the University of Cincinnati.


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