Customer Service: 800-778-7436     

Sign In to Your Surgent Account

Forgot Username or Password | Register for an Account

Advanced Technical Tax Forms Training – Form 1040 Issues (ATFI)

Choose CPE Format:

Live Webinar SELECT STARTING AT $219 (2 dates)

Credits: 8

Qualifies For: IRS CPE CTEC

Instructor(s): Dennis Benvie, MS, CPA

$219

Choose a Webinar Date

Please choose a Webinar date

NO HASSLE REFUNDS & TRANSFERS
EASY CANCELLATIONS
Self-Study (On Demand) SELECT

This course is not currently available. Please fill out this short form to be notified when self-study options are available.

FIRST NAME
LAST NAME
EMAIL ADDRESS
COMMENTS (OPTIONAL)
  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

Interested in bringing this course into your firm?

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

Advanced Technical Tax Forms Training – Form 1040 Issues (ATFI)

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

    IRS CPE

Overview

Experienced staff can get bogged down in busy season with advanced practice and reporting issues. This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes several advanced cases with "filled-in" forms provided with the complete answers.

Major Topics:

  • Tax reform update
  • What's NEW for this year -- Aimed at higher level staff issues and planning
  • Advanced practice, basis, reporting, and gift issues intertwined with advanced planning and discussion ideas
  • Form 8867, Changes for 2017
  • Form 1098, Even more new information required in 2017
  • Form 6198 – At-risk basis: Detailed case study and discussion of how this form is to be used and when it needs to be filed; learn how basis and at-risk basis are different, and why this is significant
  • Form 982 – Reduction of tax attributes due to discharge of indebtedness (and §1082 basis adjustment); in light of the recession, real estate spiral and mortgage crisis of recent years, this form is essential to understand
  • Form 6252 – Installment sale income: A common tax area; however, a case study and discussion of this topic includes advanced issues such as gain on reacquisition of installment sale property, including worksheets on calculating gain & tax basis of reacquired property
  • Form 5329 – Additional Taxes on Qualified Plans: Advanced study of how to avoid penalties associated with distributions from retirement plans
  • Form 6251 – Detailed case study and discussion on the adjustments and preferences associated with alternative minimum tax, including discussion of proper treatment of incentive stock options

Learning Objectives

  • Recognize and understand how to handle advanced technical issues which arise in a professional practice and in preparing individual tax returns
  • Discuss the tax forms for selected issues, with “filled-in” forms for “advanced” examples

Designed for:

CPAs in public accounting who prepare or review complex 1040 returns

Prerequisite:

Basic- to intermediate-level experience in preparing Form 1040

Advanced Preparation:

None

  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

Interested in bringing this course into your firm?

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

Loading...

Loading...

Thank You!

YOU HAVE ADDED THE FOLLOWING TO YOUR CART:


Loading...

Thank You!

Thank You! Your request has been submitted.



Get More with a Surgent CPE package

Unlimited Self-Study Package

  • Unlimited 24/7 access to 200+ downloadable self-study courses

  • Courses range from 2-20 credits

  • Provides online grading & CPE certificates by email

  • Does NOT include Premium courses

$499

Buy Now

Unlimited Webinar Package

  • Unlimited access to all non-premium live CPE webinars

  • Includes 1-, 2-, 3-, 4-, and 8-hour webinars, including Saturday and evening options

  • Access through 12/31/17

  • Does NOT include Premium courses

$649

Buy Now

Unlimited Plus Package

  • Unlimited access to ALL live CPE webinars

  • Includes all premium courses and virtual conferences

  • Unlimited 24/7 access to all self-study courses

  • Includes all on-demand webcasts

  • Access for a year from purchase date

  • Unlimited 24/7 access to all self-study courses

  • Includes Premium courses

$849

Buy Now
  • CPE Continuing Professional Education for CPAs

  • IRS Continuing Education for EAs and the AFSP program

  • CFP Accepted by the CFP® Board

  • YB YellowBook Continuing Education

  • CTEC Approved for CE by CTEC

Explore Additional Courses by Topic

SURGENT IS APPROVED AS A PROVIDER OF CONTINUING EDUCATION BY:

Thank You!

Thank You! Your subscription has been submitted.