Streamlined Tax Staff Training - Individual

Tuesday, November 1 8:45am - 4:30pm

(Check-In 8:45am)

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8.00 Credits

Member Price $269.00

Price will increase by $35 after 10/25

Non-Member Price $394.00

Price will increase by $35 after 10/25

Overview

Essential knowledge for the new income tax return preparer presented in an information-packed day of practical instruction. Return preparation techniques are illustrated using real practice situations culled from hundreds of “tax organizers” and thousands of client questions. This program is a great jump start for the career of the new accountant.

Objectives

  • Identify tax issues and when to ask for help
  • Interpret client information-real estate closing statements, Forms 1099R, Forms 1099 from mutual funds, and Forms 1099B from brokers to properly classify and report transactions
  • Analyze supporting documents for tax information
  • Prepare Forms 1040, 4562, 4797, 6251, and others efficiently (with or without a computer)
  • Use IRS publications and information at www.irs.gov to answer tax questions efficiently
  • Be a productive member of the tax team, communicating clearly with a return reviewer

Highlights

  • Identifying, summarizing, and classifying income and deductible expenses
  • Qualified business income deduction added by the Tax Cuts and Jobs Act
  • Depreciation, cost recovery, and recapture
  • Passive losses
  • Interest tracing
  • Trade or business expenses
  • Capital gains and losses
  • Alternative minimum taxation
  • Procedures to minimize errors and simplify review
  • Finding answers to tax questions quickly and correctly

Designed For

New tax staff members who need orientation to individual tax return preparation issues.

Prerequisites

None

Preparation

None

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.

Leader(s):

Leader Bios

Ini Adesanya

Dr. Inibehe (Ini) Adesanya is the President of AA CPA, PLLC and also owns Global Tax Lady LLC. Dr. Adesanya has worked in various countries with conglomerates and multinationals, including banks and the entertainment industry. She also worked in public accounting before starting her practice.

With 20 years of combined experience in accounting, business, and taxation, Dr. Adesanya’s expertise covers complex domestic and international tax issues for both individuals and businesses. She places great importance on compliance as she works with clients to minimize their tax liability. She also works with international clients, including expatriates, to navigate tax treaty issues and other related tax issues to minimize their tax liability. Ini works with clients as a subject matter expert (SME) on tax cases and tax issues where she justifies her clients’ tax position based on tax law, treasury regulations, revenue procedures, and other related regulatory publications.

Dr. Adesanya has developed and taught courses on business taxation, for which she has received awards. She has also written and presented papers at various forums, organizations, and radio stations focusing on business, accounting, and US and international tax issues.

Ini is a Chartered Accountant (ACA), a Chartered Tax Practitioner (ACIT), and a Certified Public Accountant (CPA) licensed in the states of Colorado and Texas. She is also a Certified Global Management Accountant (CGMA). She holds a B.S. in Human Anatomy and a Professional Degree in Accounting from Nigeria, as well as a Master of Science in Taxation from Golden Gate University San Francisco CA. She received her Ph.D. in Business Administration with a concentration in accounting and finance at Trident at American Intercontinental University, Chandler AZ; her dissertation focus was in taxation.

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Non-Member Price $394.00

Member Price $269.00