Special Series – 1040 Basics Part 2
This 6-hour mini-series outlines the basics of tax preparation with a step-by-step analysis of Form 1040, U.S. Individual Income Tax Return, and its accompanying schedules. This is a great review course for seasoned preparers, as well as a welcome step-by-step guide for relatively new preparers. We’ll cover filing requirements, filing status, requirements to be a […]
Special Series – 1040 Basics Part 1
This 6-hour mini-series outlines the basics of tax preparation with a step-by-step analysis of Form 1040, U.S. Individual Income Tax Return, and its accompanying schedules. This is a great review course for seasoned preparers, as well as a welcome step-by-step guide for relatively new preparers. We’ll cover filing requirements, filing status, requirements to be a […]
Ethics Part 1
New Class – Rules Governing the Authority to Practice, SubPart A of Circular 230
Ethics Part 2
Select Duties and Restrictions Relating to Practice Before IRS Subpart B will be discussed in part as it related to a tax practice.
Quarterly Tax Update 2023: Part 4
Our final update of the year – Tax Season has ended but still much to do as we review guidance issued, year end issues to address and other key updates announced.
