​​​1040 Workshops

In this unprecedented time of change, NATP is here to help all tax preparers best serve their clients. Between the Families First Coronavirus Response Act (FFCRA) and the Coronavirus Aid, Relief, and Economic Security Act (CARES), there’s a lot to understand. Our 1040 Workshop will help you prepare for tax season with the most up-to-date information.

Day 1: 1040 Update

Find out the latest tax law changes, guidance and forms, from the CARES Act, SECURE Act and other COVID-19 related legislation, with practical examples. This course also covers requesting certain accounting method changes using Form 3115 for small business taxpayers with missed depreciation or changing to the cash method​.

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
•    E-book and print textbook
•    Certificate of completion

Day 2: The Final 1040 and Form 1041

Be prepared to assist your clients in their time of loss by helping them file their loved one’s final tax returns. This course details the steps to file the taxpayer’s final Form 1040 in the year of their death and Form 1041 in the years following their death. The course addresses allocating income between the final Form 1040 and Form 1041, properly calculating and reporting income in respect of a decedent (IRD) and distributable net income (DNI), and preparing the final Form 1040, the estate Form 1041 and the beneficiaries’ Schedule K-1.

Includes:

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

Fees​

As low as $229 for each day; both days can be purchased for as low as $418.

Locations and registration