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Tax Speaker 1040 Boot Camp - Webinar
Monday, January 13, 2025, 7:00 AM to Tuesday, January 14, 2025, 3:00 PM PST
Category: Tax Speaker

Tax Speaker 1040 Boot Camp

Presented by Washington Association of Accounting and Tax Professionals and Tax Speaker

Monday, January 13 - Tuesday, January 14, 2025 - Live Streamed Webinar

 

Event schedule: 

  • Morning session, 7:00 am - 10:45 am
  • Lunch break: 10:45 am - 11:15 am
  • Afternoon session: 11:15 am - 3:00 pm

 

Speaker: TaxSpeaker Presenters

      Terry Bakker CPA, EA

     

 

Location: Live Streamed Webinar

 

CPE Credits: * NOT APPROVED FOR IRS*

Description: 

 

Several years ago, Taxspeaker’s President Bob Jennings began recognizing the lack of younger faces in live crowds around the country. He attributed it to one major problem: the failure of today’s university accounting programs to properly educate students that 50% of the US economy is driven by small business while training students exclusively for “Big 4” employment as, essentially, taxpayer-funded Big 4 training programs.

 

Our solution was to develop a “1040 Boot Camp” to train non-traditional employees in how to prepare individual income tax returns as taught by actual small-firm owning, professional speaker tax professionals. The course has proven to be extraordinarily popular since we started it in 2019. Each speaker is a firm owner with at least 20 years experience.

 

Designed for the staff person with 0-3 years of experience it provides hands-on training for non-traditional employees in preparing Forms 1040, A,B,C,D, E and depreciation. Each day ends with a student’s manually-prepared 1040, which is then explained individually (but not graded or picked up) by the professional instructors. Attendees in 2023 commented that they were afraid of the case study but found it exhilaratingly useful, and that the training was immediately useful.

 

***Not applicable for CPE credit***

 

All Live Streamed Webcast seminar attendees are also provided with: PDF of hyperlinked manual.

 

* Due to rising printing and shipping costs, Tax Speaker has made the decision that all of its Society Sponsored events will only include a PDF version of materials for Live Streamed attendees. WAATP will get materials emailed out as soon as possible to ensure that those attendees who would like to print any portion of the materials is able to do so at their earliest convenience.

 

You will be challenged and intrigued by this popular TaxSpeaker course.

Attendee Requirements:

Earn Live CPE credit.
Live Streamed attendees: You must have a high speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor.
If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit.
You can log in 10 minutes early. Please note-you will not see or hear the speaker until the prompt start time.
Course Objectives:
Upon completion of this course you will be able to:
1. Determine what qualifies for medical deductions
2. Define medical expense
3. Identify the qualities of US Savings bonds
4. Determine what factors affect qualified education expenses
5. Determine what can be deducted by Day Care facilities
6. Determine what meals and entertainment expenses can be deducted
7. Determine when Section 1041 applies
8. Identify when transfers between soon to be ex-spouses are tax free
9. Determine what can be depreciated
10. Define Bonus depreciation
11. Identify the origins of MACRS
12. Determine the MACRS lives of various items
13. Determine how an IRA may be invested
14. Identify the differences between different retirement accounts
15. Determine what is involved in making withdrawals from Roth IRAs
16. Determine where to report rollovers

 

Prerequisites:

None

Course Level:

Basic

 

Registration fee: 

WAATP members : $500

Non-members : $500

 

 

 

  

 

  

Disclaimer:

Fees and Schedule - This Taxspeaker InPerson and Internet-Live webcast will begin and end promptly at stated time. All 8-hour webcasts will break for lunch, and have 2, 10-15 minute breaks. 

 Attendees must answer 75% of all polling questions given during the day to obtain the full hours of CPE Credits.

 Cancellation and Refund Policy: Registration fees will be refunded in full for up to 3 days in advance of the seminar. Registrations may be transferred 1-3 days prior to the seminar date. NO REFUNDS/TRANSFERS WILL BE ISSUED AFTER THE SEMINAR MATERIALS AND WEBINAR LINK HAS BEEN SENT AND THE SEMINAR BEGINS. NO EXCEPTIONS

 

ALL OF OUR TAX COURSES HAVE IRS APPROVAL UNLESS OTHERWISE NOTED**

 

 

Updated April 25, 2024

 


Contact: WAATP Office - [email protected] - 509-993-2307