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CALSCALE:GREGORIAN
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PRODID://NDCP//503340
BEGIN:VEVENT
DTSTAMP:20260506T051116
VTIMEZONE:America/Chicago
DTSTART:20270107T150000Z
DTEND:20270107T230000Z
UID:503340
SUMMARY:Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (PITR)
LOCATION:Webinar
DESCRIPTION:Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (PITR)\n\n01/07/27 09:00 AM CST\n - 01/07/27 05:00 PM CST\Description:\nThe objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff.Objectives:
 Learn complicated issues of filing status and dependency exemptions
 Learn about Schedules A, B, C, D, E, and SE; Forms 8867, 4797, and 4562; passive rules and more
 Complete comprehensive problems related to Schedules A, C, and D; QBI, 4797, 6251, and more, all with “filled-in” forms
 Learn about IRA contributions, self-employed retirement plans, child-care credits, and the adoption tax credit
 Presenters:Dave Peters, CPA, CFP, CLU, CPCU, MST, MBAField of Study:Taxes (8)Major Topics:
 Updates related to HR 1, One Big Beautiful Bill Act, incorporated throughout the course
 Preparation of various Form 1040 individual tax returns and schedules; provided answers include “filled-in” forms 
 Coverage of Form 7203 
 Coverage of §199A qualified business income, its calculation, limitations, and examples 
 Dividends and interest – Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc. 
 Security transactions – From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues 
 Self-employed person issues 
 Schedule C deductions including depreciation 
 Sale and exchange of property – Understanding Form 4797 and depreciation recapture; capital gains 
 A working understanding of passive losses – How to handle rental property and how the passive loss rules flow to the tax forms 
 Itemized deductions – A thorough understanding of what’s deductible and what’s not 
 Interest deductions – Limitations and timing problems 
 Charitable contributions substituting for taxes, IRS says – No! 
 Retirement contributions and education credits and deductions 
 Tax computations – The Kiddie Tax, AMT, regular tax, tax credits 
 Individual problems illustrated by form preparation for various items, with numerous “practice tips” 
 Impact of recent legislation and forms changes on the 1040 
 \Location:\nWebinar\n\n,
X-ALT-DESC;FMTTYPE=text/html:Surgent's Preparing Individual Tax Returns for New Staff and Paraprofessionals (PITR)<br /><br />01/07/27 09:00 AM CST - 01/07/27 05:00 PM CST<br />Description:<br />The objective of this course is to train new staff accountants, data processing employees, paraprofessionals, and bookkeepers to prepare a moderately complex federal individual income tax return (Form 1040). Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff.<br><br><b>Objectives:</b><br><ul>
    <li>Learn complicated issues of filing status and dependency exemptions</li>
    <li>Learn about Schedules A, B, C, D, E, and SE; Forms 8867, 4797, and 4562; passive rules and more</li>
    <li>Complete comprehensive problems related to Schedules A, C, and D; QBI, 4797, 6251, and more, all with &ldquo;filled-in&rdquo; forms</li>
    <li>Learn about IRA contributions, self-employed retirement plans, child-care credits, and the adoption tax credit</li>
</ul><br><b>Presenters:</b><br>Dave Peters, CPA, CFP, CLU, CPCU, MST, MBA<br><br><b>Field of Study:</b><br>Taxes (8)<br><br><b>Major Topics:</b><br><div>
<ul>
    <li>Updates related to HR 1, One Big Beautiful Bill Act, incorporated throughout the course</li>
    <li>Preparation of various Form 1040 individual tax returns and schedules; provided answers include &ldquo;filled-in&rdquo; forms&nbsp;</li>
    <li>Coverage of Form 7203&nbsp;</li>
    <li>Coverage of &sect;199A qualified business income, its calculation, limitations, and examples&nbsp;</li>
    <li>Dividends and interest &ndash; Ordinary, return of capital, and capital gain distribution dividends; tax-exempt interest, original issue discount, etc.&nbsp;</li>
    <li>Security transactions &ndash; From Form 1099-B to Form 8949 to Schedule D, plus mutual fund sales and related basis issues&nbsp;</li>
    <li>Self-employed person issues&nbsp;</li>
    <li>Schedule C deductions including depreciation&nbsp;</li>
    <li>Sale and exchange of property &ndash; Understanding Form 4797 and depreciation recapture; capital gains&nbsp;</li>
    <li>A working understanding of passive losses &ndash; How to handle rental property and how the passive loss rules flow to the tax forms&nbsp;</li>
    <li>Itemized deductions &ndash; A thorough understanding of what&rsquo;s deductible and what&rsquo;s not&nbsp;</li>
    <li>Interest deductions &ndash; Limitations and timing problems&nbsp;</li>
    <li>Charitable contributions substituting for taxes, IRS says &ndash; No!&nbsp;</li>
    <li>Retirement contributions and education credits and deductions&nbsp;</li>
    <li>Tax computations &ndash; The Kiddie Tax, AMT, regular tax, tax credits&nbsp;</li>
    <li>Individual problems illustrated by form preparation for various items, with numerous &ldquo;practice tips&rdquo;&nbsp;</li>
    <li>Impact of recent legislation and forms changes on the 1040&nbsp;</li>
</ul>
<br />
</div><br />Location:<br />Webinar<br /><br />,  
PRIORITY:3
TRANSP:TRANSPARENT
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TRIGGER:-PT5M
ACTION:DISPLAY
DESCRIPTION:Reminder
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