Online Workshops



Beyond the 1040

Day Two - $217 for Members and $259 for Nonmembers

Both Days - $394 for Members and $478 for Nonmembers

Day 1 - The Essential 1040®

Prepare to serve your clients during tax season by getting up to speed on all the latest tax law changes and updates! This course covers the standard features of the inflation-indexed updates for preparing individuals’ 2017 tax returns, new tax laws applicable to 2017, and recent developments. This is combined with two hours of Ethics.

Day 2 - Beyond The 1040®

Go beyond your tax update by taking this in-depth course relating to unique tax situations faced by clients who have specialty occupations or work abroad. You’ll be walked through the proper tax reporting requirements for occupations such as clergy members, truckers, marijuana farmers, gamblers, barbers and beauticians, home flippers, Airbnb operators and beyond. You’ll also examine when workers are considered employees or independent contractors, and whether a taxpayer is truly engaged in a business or is subject to hobby loss rules. Other topics this course will cover include foreign-sourced income reporting and the tax impact of life estates.

Course Details

Our instructor and researchers will answer your questions during the presentation. This workshop also includes e-book and access to the recorded version.

The Essential 1040 also includes a January on-demand webinar covering any last minute tax law changes, quick reference desk card and tax law quick reference guide with flowcharts.


Presented by: Kelly Lent-Paul, EA, CFP®

How to Earn CPE

To receive full credit for this online workshop, you must provide us with at least 70% of the polling words that are communicated by the instructor throughout the workshop.

These polling words should be entered in the survey tool that launches automatically when the GoToWebinar window is closed at the conclusion of the workshop. If you are unable to access the survey, polling words can be emailed to​.

Please allow up to 7 days for us to verify attendance and issue certificates.​

Cancellation Policy

​Because this is an online education offering, it is nonrefundable.

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