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Technical Business Practice Issues and Tax Forms for Experienced Practitioners (ATFB)

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So happy to find a course that doesn't just go over all the basics again...instead speaking to seasoned or experienced practitioners.
Rebekah

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Technical Business Practice Issues and Tax Forms for Experienced Practitioners (ATFB)

  • Customer Rating
    (21)
  • Field of Study
    Taxes
  • Level
    Advanced
  • Credits
    8
  • Qualifies for

    IRS CPE CTEC

Overview

Don’t let the title frighten you. It is critical that staff be trained on the increasingly complex forms-related issues that challenge them each busy season. With three major Acts passed in the span of less than eighteen months, this course will help experienced staff focus on the essential amidst the cacophony of changes and avoid costly mistakes. This course brings to the forefront advanced preparation issues, from individual returns to flow-through entities such as S corporations, LLCs, and partnerships.

Major Topics:

  • New Schedules K-2 and K-3
  • New Form 7203
  • IRS Tax Pro Account
  • IRS challenges, urgency for modernization in the wake of the pandemic
  • Individuals are NOT the only victims of Identity Theft. Heightened security measures during increased telecommuting associated with coronavirus pandemic
  • IRS finally releases guidance for the marijuana industry
  • “Recycled” Form 1099-NEC to report nonemployee compensation
  • Form 1065 steps for reporting capital
  • Centralized audit regime; late filing penalties and small partnership relief
  • What is terminating S corporations today?
  • “Substance over Form” argument of shareholder loans
  • Advanced study of “At-Risk” loans
  • Employer W-2 correction requests
  • White House 2023 Budget Points
  • Reporting eligible §1231 gains from Qualified Opportunity Zone Business Property
  • Don't get caught watching the paint dry -- What is hot and new
  • What is terminating S corporations today?
  • Special allocation issues of §704
  • Final regulations for allocating depreciation recapture to partners and members of LLCs

Learning Objectives

  • Properly complete several tax forms related to certain advanced technical issues which arise in preparing Forms 1065 and 1120S
  • Understand advanced technical practice issues facing practitioners today

Designed for:

Accounting and Finance Professionals who are involved in planning, preparing, or reviewing complex returns

Prerequisite:

Basic- to intermediate-level experience in preparing Forms 1120S and 1065

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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Qualifies for

CFP CFP® Board-approved CE for Certified Financial Planners


CMA IMA-approved CE for Certified Management Accountants

CPE NASBA-approved CPE for Certified Public Accountants


CTEC California Tax Education Council-approved CE

IRS IRS-approved CE for Enrolled Agents and the AFSP


YB GAO-fulfilling Yellow Book audit requirements

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