1040 Online Workshops - On-Demand

Prepare to serve your clients during tax season by getting up to speed on all the latest tax law changes, due diligence requirements and recent developments.

Day 1 - 1040 Update

Understanding the yearly changes to the Form 1040 is essential to your success as a tax professional, which is why we’ve dedicated an entire course to learning the updates. This course will cover standard features of inflation-indexed updates you’ll need to understand to prepare your clients’ 2019 returns. It will also cover new head of household paid preparer due diligence, updated tax forms and schedules, the qualified business income (QBI) deduction and modifications to the net operating loss (NOL) rules. Finally, since 2018 was a big year for tax reform, you’ll learn all about the Tax Cuts and Jobs Act and its impact on preparing your clients’ 2019 returns.

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CPE Details

8 CPE for AFSP, EA, CPA, CRTP

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Day 2 - Business Tax Reporting on the 1040: Real Estate and Self-Employed Online Workshop

This course will dive into tax reporting for Schedule E, Supplemental Income and Loss, and Schedule C, Profit or Loss from Business (Sole Proprietorship), the heart of many tax returns. With Schedule E, we will discuss income and expense reporting of rental properties; passive activity rules; qualified business income eligibility; vacation home rental rules; self-rentals; and real estate professionals. With Schedule C, we will examine income reporting; identify which expenses are deductible and which are not including meals and entertainment, home office, and depreciation; calculate qualified business income; and set up an accountable expense reimbursement plan. Finally, we will discuss statutory employees and their income and expense reporting requirements. There will be a comprehensive example on properly completing Schedule E and Schedule C for business owners and statutory employees.

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CPE Details

8 CPE for AFSP, EA, CPA, CRTP

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Instructor: Melinda Garvin, EA


Full workshop
(both days)

Premium
$0

 

Professional
$408

 

Basic
$528

 

Not a member
$558

Register for both days

1040 Update
 

Premium
$0

 

Professional
$224

 

Basic
$284

 

Not a member
$299

Register for day 1

Business Tax
Reporting

Premium
$0

 

Professional
$224

 

Basic
$284

 

Not a member
$299

Register for day 2

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How to Earn CPE

To receive credit you must make at least one attempt to answer each of the review questions included with the workshop video. You also must successfully pass the course exam with a score of 70% or better.

The course and exam will expire one year from the date of purchase.

Cancellation Policy

Because this is an online education offering, it is nonrefundable.

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