Calendar
Prev MonthPrev Month Next MonthNext Month
Tax Speaker 1040 Tax In Depth #1 - Webinar
Thursday, December 28, 2023, 6:00 AM to Friday, December 29, 2023, 2:00 PM PST
Category: Events

Tax Speaker 1040 Tax In Depth 

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

Thursday, December 28 - Friday, December 29, 2023 - Live Streamed Webinar

 

Event schedule: 

  • Morning session, 6:00 am - 9:45 am
  • Lunch break: 9:45 am - 10:15 am
  • Afternoon session: 10:15 am - 2:00 pm

 

Speaker: TaxSpeaker Presenters

      Bob Jennings CPA, EA

     Larry Pon CPA/PFS, CFP, EA, USTCP, AEP

 

Location: Live Streamed Webinar

 

CPE Credits: 16 IRS Approved Update Tax Hours (6 hours Federal Tax Law Update, 10 hours Federal Tax Related Matters)

Description: 

What an unusual year! The 1040 Manual this year has over 50 pages of new laws and court cases including the Secure Act 2.0, clarification of 2022’s Inflation Reduction Act; the Corporate Transparency Act; clear guidance on disaster losses as a result of the fires, floods and storms of 2023, new IRS crypto-currency guidance, new estate & gift rules and IRS opening attacks on the Employee Retention Credit frauds will require six hours on our part just to cover the new stuff.
 
We have added a whole new Day one afternoon session on tax planning for individuals to go with our “1040 hot topics” normal review.
 
On Day two we provide the newly updated engagement letter, fee schedules and new 1040 preparer and review checklists, interview forms and 1040 checksheets.
 
The 1040 manual is your 1,000 page electronic desktop reference guide that for nearly 10 straight years has been voted by Tax Professionals in the independent review as The Only CPE Manual to be awarded a Top Research Award.

 

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
* Attendees will be able to properly prepare, report amounts on, file, and deduct disaster losses from Form 1040
* We will also teach you how to determine which credits clients may qualify for on their 1040 returns to reduce taxable income, including methods to save for their dependent children’s college education and other education credits and deductions
* In addition, this course covers appropriate handling of IRS client audits
* Compliance with Circular 230 ethics regulations
* Advice for clients under military special taxation rules
* and much more..

 

Prerequisites:

2-4 years tax preparation experience.

Course Level:

Intermediate

 

Registration fee: 

WAATP members : $410

Non-members : $410

Join WAATP today to receive a discount. 

 

  

2023 Elections, Checklists & Letters USB

  

Product Description

This incredibly useful practice aid includes every report, letter, checklist, worksheet and table from every single class we offer for 2023, including 1040, 1120, 1120S, 1065, Security, Compilations & Reviews, Practice Management, Clergy, and more. With over 250 letters, Excel spreadsheets and checklists this handbook is an indispensable part of your annual library update. This includes all items in Microsoft Office format so you can immediately use and modify them for your practice. The 2023 Elections, Checklists & Letters includes the all-new security letters and policies from our 2023 Security course as well as a complete WISP template, all of the updated 2023 engagement letters, all of the compilation and preparation accountant's reports and engagement letters updated for 2023 through SSARS 25, as well as the latest updated practice management letters and technology checklists. The engagement letter has had a number of special updates this year and is an absolute necessity. The client Excel personal budget tool is a dynamic new practice aid your clients will love. Additional 2023 items include a Section 1202 checklist; checklists for 1040 and 1120S preparation; a 1040 review checklist and a state apportionment worksheet. No CPE IS PROVIDED WITH THIS DESKTOP AID.

 

PURCHASE HERE

 

 

 

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 November 7, 2023

 


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