TAXPRO Symposium

The TAXPRO Symposium is a three-day tax workshop to get you prepared for tax season while visiting a relaxing location.

Day 1 - Working with the IRS

This interactive workshop will promote the discussion of personal experiences and the outcomes of IRS audits. You will leave with more confidence when dealing with the IRS and a list of action items to discuss with your clients.

Attendees will receive a print and PDF textbook, an interactive glossary and review questions.

Day 2 - The Essential 1040®
8 CPE for CPA, CRTP, EA (includes Ethics & Update credit)
6 CPE for CFP®

We guarantee you will have the most up-to-date information before tax season starts, even if late Congressional action results in tax law changes.

The Essential 1040 attendees will receive an on-demand webinar in January that will provide you with the resources to ensure that you are ready for tax season. Pass the provided exam for 2 credits!

We provide attendees the following materials to prepare for the upcoming tax season:

  • Print and PDF version of textbook
  • Audio recordings of workshop to review complex topics
  • January on-demand webinar covering any last minute tax law changes
  • Quick reference desk card
  • Multi-page tax law quick reference guide with flowcharts
  • The Essential 1040 PDF version from 2013, 2012 and 2011

Day 3 - Beyond the 1040®

These topics were hand picked by our tax researchers and present an in-depth learning experience based on what tax preparers struggle with the most.

  • Tax Ramifications of Divorce
  • Foreign Investment Reporting Requirements
  • Estimated Tax Payments and Underpayment Penalties
  • Substantiation of Deductions and the Cohan Rule

What makes these topics even more critical is that they are closely scrutinized by the IRS and often result in penalties. Leave this workshop with the knowledge to advise your clients.

In addition to a print and PDF textbook, attendees will receive a dependent case study and a client-friendly reference chart.

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PO Box 8002, Appleton, WI 54912-8002 Phone: 800.558.3402 Fax: 800.747.0001

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