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

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Live Webinar SELECT STARTING AT $259 (7 dates)

Credits: 8

Qualifies For: IRS CPE CTEC

Instructor(s): Lori Scarlat, CPA

$259

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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:

  • 1040 Schedules 1-3 each get expanded to longer versions that accommodate the recent changes
  • "Love in time of Coronavirus": CARES Act, Tax Relief Act, American Rescue Plan to the aid of individuals and businesses
  • 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
  • New Form 1065 steps for reporting capital
  • Revamped 1120S K-1 form, new codes for 1065 K-1
  • 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
  • PPP loan forgiveness effect on AAA and OAA
  • White House 2021 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:

CPAs 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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