1040 INDIVIDUAL TAXES

16 CPE CREDITS / 2 DAYS / TAXES / UPDATE

This comprehensive course covers key tax issues for completing complicated individual returns. All topics include coverage of new legislation, revenue rulings and procedures, as well as case law to help the busy practitioner keep current. Speakers are all practicing preparers who share practical tips and insights to help you get ready for this tax season. Some of the specific topics for the 1040 seminar include:

  • Complete coverage of new tax rates for higher income taxpayers
  • Return of the phase-out of itemized deductions and exemptions
  • New Medicare taxes effective in 2014
  • Health care insurance penalties effective in 2014
  • Permanent and temporary extensions
  • Updated information on Form 1099
  • Changes to the IRS Voluntary Classification Settlement Program
  • Due diligence requirements for claiming the EIC
  • Changes to Circular 230 and other IRS preparer requirements
  • Business and energy extenders
  • Reporting foreign financial assets on Form 8938
  • Good news on AMT and transfer taxes
  • Safe harbor deduction for home offices

Locations - Details

WILMINGTON, DE
November 5 & 6, 2014
Cost: $325 - Buffet Lunch Included
Hilton Wilmington/Christiana
100 Continental Drive
Mapquest Link

RANDOLPH, NJ
November 10 & 11, 2014
Cost: $355 - Buffet Lunch Included
The Skylands at Randolph - 792 RT10 West
Mapquest Link

MT. LAUREL, NJ
November 13 & 14, 2014
Cost: $355 - Lunch Included (Day 1: Poultry or Fish, Day 2: Beef or Fish)
The Westin - 555 Fellowship Rd, Mount Laurel, NJ 08054
Mapquest Link

MONROE TWP., NJ
November 17 & 18, 2014
December 15 & 16, 2014
January 5 & 6, 2015
Cost: $355 - Buffet Lunch Included
The Crowne Plaza - Exit 8-A NJ Turnpike
Directions (pdf) | Mapquest Link

POMPTON PLAINS, NJ
November 24 & 25, 2014
Cost: $355 - Buffet Lunch Included
Regency House Hotel (Best Western)
140 State Rt 23, Pompton Plains, NJ 07444
Mapquest Link

SWEDESBORO, NJ
December 4 & 5, 2014
Cost: $325 - Buffet Lunch Included
Holiday Inn Select - Bridgeport
One Pureland Drive
Mapquest Link

ATLANTIC CITY, NJ
December 8 & 9, 2014
Cost: $360 - Lunch Included
Resorts - 1133 Boardwalk
Directions (pdf)Mapquest Link

All seminars start at 8:15 a.m. and conclude at 4:45 p.m. Lunch included. Registration from 7:15 a.m. to 8:10 a.m.

  • Objective -To familiarize participant with recent developments and/or update to foundation concepts and practical applications in each of the seminars listed above.
  • Instruction Delivery Method - Group-Live
  • Program Level - Intermediate
  • All seminars listed above require a basic knowledge of federal tax laws and provide the latest updates for the course topic covered.
  • Attendee should have one year experience in tax preparation. There are no other prerequisites or advanced preparation required to take these courses.

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