Form 1040 Return Review Boot Camp for New and Experienced Reviewers

Jan 17
8:00 - 4:00 p.m.

Pennsylvania Institute of CPAs
Philadelphia - Map

8-Tax
CPE Credits

Review an error-prone "staff-prepared" Form 1040. Recognize the common errors that preparers make and the factors leading to malpractice claims. Understand the importance of engagement letters, questionnaires, and the Section 7216 permission statement.
Highlights
  • Initial administrative groundwork
  • Avoiding "willful blindness"
  • Efficient review of certain advanced issues for income, adjustments, deductions, and credits
  • Effective procedures for delinquent clients, and filing past-due tax returns
  • Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients

Registration

PICPA Member: $275
Nonmember: $375

More Information

Course No. 699400 Level: Intermediate

Prerequisites: Experience in preparing Form 1040, workpapers, and reviewing diagnostics

Notes
This program is designed for senior-level staff new to the review process or experienced staff members looking to update or expand their review competency.

Speaker(s)

John Kilroy