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.

Includes:

  •    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.

Includes:

  •    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.

Fees

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

Locations and registration

Step 1
Choose state


Step 2
Choose city and go to details

 

 

Anchorage, AK - Nov. 2-3, 2018

Birmingham, AL - Dec. 3-4, 2018

Tempe, AZ - Nov. 14-15, 2018

Tucson, AZ - Nov. 16-17, 2018

Santa Ana, CA - Oct. 22-23, 2018

San Diego, CA - Oct. 24-25, 2018

San Jose, CA - Nov. 12-13, 2018

Lakewood, CO - Oct. 29-30, 2018

Hartford, CT - Oct. 29-30, 2018

Shelton, CT - Nov. 14-15, 2018

Windsor, CT - Nov. 30-Dec. 1, 2018

Riverview, FL - Oct. 29-30, 2018

Palm Beach Gardens, FL - Oct. 31-Nov. 1, 2018

Miami, FL - Nov. 2-3, 2018

Jacksonville, FL - Dec. 3-4, 2018

Orlando, FL - Dec. 5-6, 2018

Atlanta, GA - Oct. 29-30, 2018

Macon, GA - Nov. 2-3, 2018

Dillard, GA - Nov. 5-6, 2018

Augusta, GA - Oct. 31-Nov. 1, 2018

Honolulu, HI - Nov. 15-16, 2018

Cedar Rapids, IA - Nov. 5-6, 2018

Des Moines, IA - Nov. 7-8, 2018

Lisle, IL - Oct. 22-23, 2018

Joliet, IL - Nov. 14-15, 2018

Arlington Heights, IL - Nov. 16-17, 2018

Indianapolis, IN - Nov. 5-6, 2018

Fort Wayne, IN - Nov. 7-8, 2018

South Bend, IN - Nov. 9-10, 2018

Wichita, KS - Oct. 30-31, 2018

Overland Park, KS - Nov. 12-13, 2018

Lexington, KY - Nov. 14-15, 2018

Lafayette, LA - Dec. 3-4, 2018

Kenner, LA - Dec. 5-6, 2018

Taunton, MA - Nov. 2-3, 2018

Dedham, MA - Nov. 12-13, 2018

Leominster, MA - Nov. 14-15, 2018

Springfield, MA - Nov. 16-17, 2018

Woburn, MA - Nov. 28-29, 2018

Bethesda, MD - Nov. 2-3, 2018

Hunt Valley, MD - Nov. 30-Dec. 1, 2018

Portland, ME - Nov. 26-27, 2018

Mt. Pleasant, MI - Oct. 22-23, 2018

East Lansing, MI - Oct. 24-25, 2018

Livonia, MI - Nov. 5-6, 2018

Grand Rapids, MI - Nov. 7-8, 2018

Bloomington, MN - Oct. 29-30, 2018

St. Cloud, MN - Oct. 31-Nov. 1, 2018

Duluth, MN - Nov. 2-3, 2018

Branson, MO - Nov. 14-15, 2018

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