Targeted 1040 Forms Update for the Occasional Tax Preparer

Nov 12
8:00 - 4:00 p.m.

Best Western Premier the Central Hotel & Conference Center
Harrisburg - Map

8-Tax
CPE Credits

Identify which income tax returns and schedules have changed. Receive an overview of tax reform. Discuss gross income, the alternative minimum tax (AMT), and select credits.
Highlights
  • Do I need a PTIN?
  • Using "off-the-shelf" software to prepare returns
  • Am I required to register as an "authorized e-file provider"?
  • Rules for filing status and tax planning opportunities
  • Schedule C deductions
  • Form 4797 and depreciation recapture
  • Rental property and how passive-loss rules apply to tax forms
  • Itemized and interest deductions
  • Affordable Care Act

Registration

PICPA Member: $275
Nonmember: $375

More Information

Course No. 743700

Level: Intermediate

Prerequisites: Basic familiarity with tax rules relating to individual taxation

Notes

This program is designed for industry or non-tax professionals preparing individual income tax returns for the current tax year.

Accepted for IRS credits.

Speaker(s)

Edward Harter

Edward A. Harter, CPA