1040 Workshops

​1040 Workshops

Regardless of where you are in your career as a tax professional, accurately and expertly preparing your clients’ returns is a No. 1 priority for you. Our 1040 Workshop will help you prepare for tax season with the most up-to-date information.

Day 1: 1040 Update

Join us for a discussion of what we’ve learned about tax reform from last tax season and current aspects of new tax laws and guidance. Using practical examples, we’ll review the simplification of filing Form 1040, determining proper withholding on the revised Form W-4, and the complexities of recognizing the proper filing status and dependent credits.

There’s no need to worry about late guidance, as you’ll be provided with updates that cover any additional information that’s released after this workshop.

Includes:

  •    8 CPE for AFSP, CFP®, CPA, CRTP, EA
  •    January on-demand webinar covering any last-minute tax law changes
  •    Quick reference desk card
  •    Multi-page tax law quick reference guide with flowcharts
  •    Certificate of completion
  •    E-book and print textbook

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

On the second day, we’ll focus in on Schedule E and Schedule C with comprehensive examples for business owners and statutory employees. The Schedule E discussion will examine income and expense reporting of rental properties, passive activity rules, qualified business income eligibility, vacation home rental rules, self-rentals and real estate professionals.

The Schedule C discussion will examine income and expense reporting—with a focus on the meals and entertainment, home office and depreciation deductions. Also, we’ll demonstrate how to calculate qualified business income and set up an accountable expense reimbursement plan.

Includes:

  •    8 CPE for AFSP, CFP®, CPA, CRTP, EA
  •    Instructor-led course
  •    Certificate of completion
  •    E-book and print textbook

Fees

As low as $224 for each day; both days can be purchased for as low as $408.

Locations and registration

Step 1
Choose state


Step 2
Choose city and go to details

 

 

Anchorage, AK - Oct. 31-Nov. 1, 2019

Birmingham, AL - Dec. 2-3, 2019

Scottsdale, AZ - Nov. 13-14, 2019

Tucson, AZ - Nov. 15-16, 2019

Santa Ana, CA - Oct. 21-22, 2019

San Diego, CA - Oct. 23-24, 2019

San Jose, CA - Nov. 11-12, 2019

Lakewood, CO - Oct. 28-29, 2019

Cromwell, CT - Oct. 28-29, 2019

Shelton, CT - Nov. 11-12, 2019

Windsor, CT - Nov. 13-14, 2019

Tampa, FL - Oct. 28-29, 2019

Palm Beach Gardens, FL - Oct. 30-31, 2019

Miami, FL - Nov. 1-2, 2019

Orlando, FL - Nov. 21-22, 2019

Jacksonville, FL - Dec. 2-3, 2019

Atlanta, GA - Oct. 28-29, 2019

Athens, GA - Oct. 30-31, 2019

Macon, GA - Nov. 1-2, 2019

Dillard, GA - Nov. 6-7, 2019

Honolulu, HI - Nov. 14-15, 2019

Cedar Rapids, IA - Nov. 4-5, 2019

Des Moines, IA - Nov. 6-7, 2019

Lisle, IL - Oct. 21-22, 2019

Alsip, IL - Nov. 13-14, 2019

Arlington Heights, IL - Nov. 15-16, 2019

Fort Wayne, IN - Nov. 4-5, 2019

Indianapolis, IN - Nov. 6-7, 2019

South Bend, IN - Nov. 8-9, 2019

Wichita, KS - Oct. 28-29, 2019

Overland Park, KS - Nov. 11-12, 2019

Lexington, KY - Nov. 13-14, 2019

Lafayette, LA - Dec. 2-3, 2019

Kenner, LA - Dec. 4-5, 2019

Taunton, MA - Nov. 1-2, 2019

Dedham, MA - Nov. 11-12, 2019

Woburn, MA - Nov. 18-19, 2019

Leominster, MA - Nov. 20-21, 2019

Chicopee, MA - Nov. 22-23, 2019

Hunt Valley, MD - Oct. 30-31, 2019

Bethesda, MD - Nov. 1-2, 2019

Portland, ME - Nov. 18-19, 2019

Lansing, MI - Oct. 21-22, 2019

Bay City, MI - Oct. 23-24, 2019

Livonia, MI - Nov. 4-5, 2019

Grand Rapids, MI - Nov. 6-7, 2019

St. Cloud, MN - Oct. 28-29, 2019

Bloomington, MN - Oct. 30-31, 2019

Duluth, MN - Nov. 1-2, 2019

Branson, MO - Nov. 13-14, 2019

Special Schedule

This workshop has a condensed schedule.
Appleton, WI - Oct. 29-30, 2019

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