1040 Workshop 2024 - Part II

Course Description

Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle individual tax essentials. The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application. Significant new developments are summarized with emphasis on tax savings ideas. Practical applications and illustrations are used to systematically explore tax deferral, reduction, and elimination opportunities accompanying return preparation. For example, the analysis of gross income is discussed together with income splitting techniques; property transactions are examined alongside like-kind exchanges and involuntary conversions. The result is an extraordinary blend of the latest developments affecting individual returns and their related planning ideas.

This Course coverd by "Chapter 3 - Property Transfers & Retirement Plans to Chapter 4 - Losses, AMT & Compliance".

Learning objectives

Final examination expiration date:

The program participant will have one year from the date of purchase to complete the course and final examination.