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.


  •    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.


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


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

Locations and registration

Our 2019 workshops will be posted soon!

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