Calendar
Prev MonthPrev Month Next MonthNext Month
TaxSpeaker 1040 Tax In Depth - Webinar
Monday, December 07, 2020, 8:00 AM to Tuesday, December 08, 2020, 4:00 PM PST
Category: Events

TaxSpeaker 1040 Tax In Depth (+ 2 Hours of Ethics for EAs and CPAs included for FREE)

Presented by Washington Association of Accounting and Tax Professionals and TaxSpeaker

Monday, December 7th - Tuesday, December 8th, 2020, Webinar

(2 Hours of Ethics for EAs and CPAs included at no additional cost to take at your leisure) 

 

Event schedule: 

  • Morning session, 8:00 am - 12:00 pm
  • Lunch break: 12:00 pm - 1:00 pm
  • Afternoon session: 1:00 pm - 4:00 pm

Speaker: TaxSpeaker Presenters

 

  • Bob Jennings CPA, EA, CFP
  • Terry Bakker CPA, EA

 

CPE Credits: 16 IRS Approved Federal Tax Hours (+ 2 Hours of Ethics for EAs and CPAs included for FREE)

Description: 

Our 2020 course will include detailed coverage, with planning ideas, of the latest changes from the 2019 Budget Bill, the Tax Cuts and Jobs Act, the Families First Act from 3/20 and the CARES Act from 3/2020 with special focus coverage of sole proprietorship issues and IRA’s as well as our annual review of common preparation issues and new court cases and IRS guidance. Because this is TaxSpeaker’s® flagship course participants are assured of receiving the best, most thorough and hands-on individual tax preparation education available in the country.

Every chapter has been updated for the effects of the end-of-2019 Budget Bill and both March 2020 tax bills, with in-depth discussion and examples of those changes! 2020 changes are all coming together with 4 different bills into a massive year of tax changes.

The 1040 In Depth course manual is America’s only independently awarded recognition for multiple years as the top Research live course CPE manual in the country. With over 1,000 pages of practitioner-written guidance, organized in the logical form order used by the IRS to assemble returns, participants receive both a printed and electronic manual. Written and taught by actual practitioners known for high-energy presentations in educational and humorous, yet informative manners, this course has been ranked as TaxSpeaker’s® finest course for 15 straight years. Because all of our speakers are required to personally prepare, for compensation at least 200 returns annually, participants are assured of receiving practical guidance, excellent speakers, and dozens of checklists, worksheets and client letters while obtaining the latest “What’s New” information. All live seminar attendees are also provided with: PDF of hyperlinked manual, our 4-page laminated desktop reference “Fingertip Facts” and a free 2 hour self-study ethics course.

 

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

Attendee Requirements:

Earn Live CPE credit. 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 properly report amounts on clients’ Form 1040 returns that appear on various 3rd party forms
* Properly prepare Form 1040 and its various schedules
* Properly file the above forms with Form 1040 when required
* Determine if clients qualify to take various credits on their 1040 returns to reduce taxable income
* Properly deduct disaster losses on Form 1040
* Provide clients with methods of saving for their children’s college education and determine if they qualify for various education credits and deductions to reduce taxable income
* Prepare to handle IRS audits of your clients
* Comply with the requirements imposed by the Circular 230 regulations
* Advise clients who are members of the military on special taxation rules.

 

Prerequisites:

2-4 years tax preparation experience.

Course Level:

Intermediate

 

Registration fee: 

WAATP members, $295 with EBook, $320 with Hard Copy Book (+ 2 Hours of Ethics for EAs and CPAs included for FREE)

Non-members, $375 with EBook, $400 with Hard Copy Book (+ 2 Hours of Ethics for EAs and CPAs included for FREE)

Join WAATP today to receive a discount. 

Note: Register by November 7th to receive a hard copy Manual (additional charge) and a Seminar Bonus Package (FREE). 

 


 

 2020 Elections, Checklists & Letters USB - $99

This is a 1040 Registration exclusive add on and cannot be sold separately. If you have already registered and would like to add this USB purchase on, please reach out to our office at 509-993-2307. Your purchase must be made by November 16th.

This incredibly useful practice aid includes every report, letter, checklist, worksheet and table from every single class we offer for 2020, including 1040, 1120, 1120S, 1065, Technology, Compilations, Practice Management, Clergy, and more. With over 250 letters, Excel spreadsheets and checklists this handbook is an indispensable part of your annual library update. The USB includes all items in Microsoft Office format so you can immediately use and modify them for your practice. The 2020 USB includes the all-new security letters and policies from our 2020 Security course, all of the updated 2020 engagement letters, all of the compilation and preparation accountant's reports and engagement letters updated for 2020 through SSARS 24, as well as the latest updated practice management letters and technology checklists.

The 2020 USB also includes all of the Excel spreadsheets for budgeting, loan amortization, invoicing and break-even point analysis.

Newly updated for this year are:

  • 1040 Engagement Letter
  • 1120/1120S/1065 Engagement Letter
  • Compilation Reports
  • Computer and Internet Policy
  • Education Reference Table
  • Pension Tables
  • Privacy and Confidentiality Policy
  • Review Reports
  • Security Checklist
  • Telecommuting Policy
  • Best Practice Operations Checklist
  • Disaster Checklist
  • Disaster Planning Checklist
  • Return Tracker
  • Social Security PIA Calculator
  • Social Security Consulting Engagement Letter
  • Tech-Website Checklist
  • New IRS Forms for 2019 (Fill in on-screen) 843 refund claim
  • 911 emergency relief
  • 2553 S election
  • 2848 POA
  • 3115 accounting method change
  • 4506 transcript
  • W-4
  • W-9 and more.

Jam-packed with immediately useful information and organized in an easy to use manner, the desktop reference will prove to be an invaluable source for the operation of your office.

No CPE IS PROVIDED WITH THIS DESKTOP AID.

 

 

 

Disclaimer:

Fees and Schedule - This Taxspeaker 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**

 


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