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Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (1065)

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Live Webinar SELECT STARTING AT $259 (5 dates)

Credits: 8

Qualifies For: IRS

Instructor(s): Surgent Instructor

$259

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NO HASSLE REFUNDS & TRANSFERS
EASY CANCELLATIONS
Self-Study SELECT STARTING AT $125 (On Demand)

Downloadable PDF

Credits: 8

Qualifies For: IRS

$125

Textbook

Credits: 8

Qualifies For: IRS

$140
Logical progression of the subject matter via working on preparation of the Partnership tax return. It was a great refresher on 1065 return preparation.
Marc

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Form 1065 Boot Camp: Step-by-Step Preparation with Completed Forms (1065)

  • Customer Rating
    (3)
  • Field of Study
    Taxes
  • Level
    Basic
  • Credits
    8
  • Qualifies for

    IRS CPE

Overview

The objective of this course is to train new, rusty, or returning-to-practice staff with a hands-on, pencil-pushing gold standard for preparing Form 1065. This boot camp provides an in-depth foundational center of the forms, along with other common to advanced issues of partnerships and limited liability companies. As details are discussed within each chapter, information is provided to prepare an intricate Form 1065. The course and instruction delivery is geared toward a basic understanding and progresses to more complex issues via Surgent’s “Step-by-Step” preparation guide. The boot camp allows staff to discover the connections between a trial balance and a completed partnership return, with a filled-in completed Form 1065 provided in the case solutions.

Major Topics:

  • Gain a thorough understanding of federal income tax laws for partnerships and LLCs, from formation to tax return preparation issues
  • Who files Form 1065, and who does not file Form 1065
  • Trade or Business income and expenses versus Separately Stated Items
  • The importance of Schedule M-1
  • Maintaining and new reporting of Capital Accounts
  • How to allocate recourse and nonrecourse debt
  • Self-employment tax issues
  • Complete coverage of any new legislation enacted before presentation
  • Other developing issues and hot topics
  • Mastering two common tax forms, Depreciation (4562) and Sale of Assets (4797)
  • Partnership reporting oddities
  • Accurately preparing partnership returns and reconciling book income to taxable income

Learning Objectives

  • Learn in detail about the preparation of Form 1065, Schedules M-1, K, and K-1
  • Learn in detail about common business reporting Forms 4562 and 4797
  • Provide staff with the first stage of a graduated professional education program in servicing partnership and LLC clients

Designed for:

All levels of staff and company controllers responsible for filing these forms

Prerequisite:

None

Advanced Preparation:

None

Interested in bringing this course into your firm?

PRIVATE WEBINARS AND LIVE ON-SITE COURSES ARE AVAILABLE. LEARN MORE.
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