1040 WorkshopsClick here to download the brochure
General 1040 Workshop InformationNATP's 1040 Workshops are a necessity for tax professionals looking to receive the latest individual tax law updates in order to prepare for the upcoming tax season. For the first time ever – everyone who attends The Essential 1040 will receive a FREE 2 credit Self-Study Ethics Course! Our courses are taught by expert instructors who share the same day-to-day experiences as you. Join your friends and colleagues at a convenient location. In addition, attendees have the opportunity to download an electronic copy of the textbook prior to the workshop in order to become more familiar with the material. Textbook links will be e-mailed to attendees approximately two weeks prior to the workshop. A printed copy will be provided at the workshop site. And that's not all! For two weeks after the workshop, you'll have the opportunity to ask NATP's expert staff questions regarding the material presented via our 1040 Workshops web board. State Updates For the first time, NATP is bringing state updates to a select group of locations. These include: - Omaha, Nebraska
- Tulsa, Oklahoma
- Warwick, Rhode Island
- Burlington, Vermont
- Charleston, West Virginia
The last two hours of Day One, The Essential 1040, will be dedicated to state updates. Due to the inclusion of the state update, Tax Ramifications of Selling a Principal Property and Identifying the Tax Treatment of a Retirement Plan and IRA Distributions will not be taught live, but will be included in the textbook.
The Essential 1040- 8 CPE Credits (And two FREE Ethics Self-Study CPE)
- Course Level: Update/Intermediate
- Prerequisite: Basic knowledge of preparing Form 1040
For 24 years, NATP has been providing the best tax update in the country to prepare professionals for the coming tax season. We promise to continue that tradition of excellence this year. The standard features of an update, new tax laws applicable to 2009, and recent developments are combined with select in-depth topics. Objectives Upon completion of this workshop, you will be able to: - Familiarize yourself with new provisions that impact the 2010 filing season.
- Provide your clients with planning considerations for the upcoming year.
- Identify taxpayers entitled to dependency exemptions and other tax benefits including the earned income credit, child tax credit, and dependent care credit.
- Explain the tax ramifications of selling a principal residence.
- Identify the tax treatment of retirement plan and IRA distributions.
Beyond the 1040- 8 CPE Credits
- Course Level: Intermediate
- Prerequisite: Basic knowledge of preparing Form 1040
Take the extra step in getting ready for this year's filing season. This workshop will enhance your knowledge of tax preparation by examining timely topics that impact your clients and your business. Objectives Upon completion of this workshop, you will be able to: - Explain the tax consequences of foreclosure, determine if a taxpayer is insolvent, and complete Form 982.
- Demonstrate your knowledge of the tax benefits associated with education and vehicles used to fund education.
- Determine if an activity is subject to the hobby loss rules and how to report it on Form 1040.
- Calculate deductible partnership or S corporation losses by applying three limitations imposed on pass-through losses.
- Identify contribution and deferral differences among retirement plans, and analyze which plans match clients' needs.
- Determine where a client's tax home is located and how it affects the deductibility of travel expenses.
Workshop Schedule- Registration begins at 7:30 a.m.
- Workshop runs from 8:00 a.m. to 4:30 p.m.
FeesListed below are the Priority Registration rates. Any registrations received less than 10 days prior to the session date will be charged an additional $35. Morning and afternoon refreshments are included. One Day Only - Member - $182
- Nonmember - $222
Both Days - Member - $332
- Nonmember - $412
Textbooks/Self-StudyIf you cannot attend this course, you can purchase the corresponding textbook. Textbook information will be available soon. Self-study options are also available. | 
