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. And with the recent tax reform — and accompanying guidance — depend on us to provide you with the information to prepare for next year’s tax season.

The Essential 1040

Find out the latest tax law changes and due diligence requirements from the Tax Cuts and Jobs Act and the Bipartisan Budget Act, including:

  • New head of household paid preparer due diligence.
  • Modification of the net operating loss (NOL) rules.
  • Qualified business income (QBI) deduction.
  • Updated tax forms and schedules.

Join us for an interactive discussion and prepare for the upcoming 2019 filing season. With our Gap Protection, 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.


  •    8 CPE for AFSP, CFP®, CPA, CRTP, EA
  •    2 CPE for AFSP, CPA, CRTP, EA on-demand Ethics webinar (ready in September!)
  •    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
  •    Lunch sponsored by Receipt Bank

Beyond the 1040

As taxpayers plan for retirement, you will need to report their investing activities and retirement plan contributions and distributions. Depending on their tax situation, the temporarily lowered tax brackets may affect their tax planning. The first part of this course will cover the reporting requirements of investments, retirement plans and employee stock options.

Other taxpayers are in completely opposite situations — with foreclosures and debt cancellations. Be prepared to properly report confusing forms 1099-A and 1099-C as these have two separate reporting requirements. We’ll provide real-world examples about reporting the 1099-A, with different types of property and debt. Then we’ll cover how work with your client on determining if the 1099-C is taxable or not.


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

Gap Protection NATP considers the information presented during this course to be timely and accurate; however, it is likely that additional guidance for this topic is forthcoming. Don’t worry! You’ll be provided with additional updates to cover the information gap, so that you are properly prepared for the 2019 filing season.


As low as $219 for each day; both days can be purchased for as low as $398.

Locations and registration

Thank you for your interest in this workshop. Unfortunately, workshops have ended for this year; however, the The Essential 1040 and Beyond the 1040 on-demand webinars are available.

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