1040 Workshops
General 1040 Workshop InformationNATP offers you the opportunity to earn 8 or 16 CPE credits in individual tax preparation. You may register for either one or both days. You will receive a separate textbook each day. Each textbook is fully indexed and makes an ideal reference book for preparing next year's returns. NATP'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. 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. 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.
The Essential 1040 WorkshopFormerly known as the Famous 1040 - 8 CPE Credits
- Course Level: Update/Intermediate
- Prerequisite: Basic knowledge of individual tax.
For 23 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 2008, and recent developments are combined with ethics and select in-depth topics. Objectives Upon completion of this workshop, you will be able to: - Familiarize yourself with new provisions that impact the 2009 filing season.
- Provide your clients with planning considerations for
the upcoming year.
Tentative Outline - 2008 Update
- Rates, exemptions, standard and itemized deductions, and other inflation-adjusting items.
- New Law
- New bills passed prior to press time and prior to changes taking effect this year.
- Provisions from previously passed legislation that take effect for the first time this coming tax season.
- New Developments
- The latest rulings and information from the IRS and Tax Court.
- Quick Review
- A quick review of some topics tax professionals need to know to be prepared for the upcoming filing season.
- Ethics (2 hours)*
- Review of Circular 230 rules governing tax preparation.
- Ethical considerations in today's practice.
*This Ethics course meets the requirements for enrolled agent continuing education credit. If you are a CPA, attorney, CFP or other designation, check with your regulatory body to verify that this Ethics course meets the requirements for continuing education credit. Course outlines are subject to change. Actual content will reflect the most recent and significant tax strategies and changes.
Beyond the 1040 WorkshopFormerly known as the 1040 EXTRA® - 8 CPE Credits
- Course Level: Intermediate
- Prerequisite: Basic knowledge of individual tax.
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: - Determine what a passive activity is and how to handle its losses.
- Complete Form 1045 and accompanying worksheet for a Net Operating Loss.
- Determine tax implications and planning for issues affecting your clients in a recession.
- Explain the tax treatment of settlement awards to your clients.
- Analyze the tax effects of flipping homes and determine the best planning methods for your clients.
Tentative Outline - Passive Activites
- Net Operating Losses (NOLs)
- Tax Planning and Issues in a Recession
- Settlements and Awards
- Flipping Homes
Course outlines are subject to change. Actual content will reflect the most recent and significant tax strategies and changes.
Workshop Schedule- Registration begins at 7:30 a.m.
- Workshop runs from 8:00 a.m. to 4:30 p.m.
FeesFees include morning and afternoon refreshments but do not include lunch. One Day Only 10 Days or More Prior to Workshop - Member - $175
- Nonmember - $215
9 Days or Less Prior to Workshop - Member - $210
- Nonmember - $250
Both Days 10 Days or More Prior to Workshop - Member - $320
- Nonmember - $400
9 Days or Less Prior to Workshop - Member - $355
- Nonmember - $435
TextbooksIf you cannot attend this course, you can purchase the corresponding textbook. Textbook information will be available soon. | 
