Date/Time
11/25/2025
12:00 PM - 4:00 PM Central
12:00 PM - 4:00 PM Central
Event Registration
Event Type(s)
Webinars
Event Description
Catch errors on individual returns.
The sheer volume of individual tax returns requiring preparation can create a work environment that invariably leads to errors or omissions. A trained eye can spot mistakes.
A case-based approach to learning return review.
Four case studies focus on issues that individual return preparers and reviewers will frequently encounter in their practice:
Learners get access to four 2024 individual returns and try their hand at reviewing them for:
Level: Intermediate
Prerequisite: Experience with individual tax return preparation
Who should attend:
4 CPE Hours
Members: $225.00
Non-members: $269.00
The sheer volume of individual tax returns requiring preparation can create a work environment that invariably leads to errors or omissions. A trained eye can spot mistakes.
A case-based approach to learning return review.
Four case studies focus on issues that individual return preparers and reviewers will frequently encounter in their practice:
- Section 199A (qualified business income deduction)
- Home office deduction
- Rental properties
- Hobby losses
- Hiring of spouses
- Depreciation, including bonus depreciation
- Section 179 issues
- Organization and start-up costs
Learners get access to four 2024 individual returns and try their hand at reviewing them for:
- Errors
- Areas for improvement
- Opportunities to educate or advise the client
- Qualified business income deduction
- Hobby losses
- Self-employment health insurance
- Business start-up costs
- Depreciation
- Schedule C issues
- Like-kind exchanges
- Clean vehicle credit
- Determine the proper tax treatment for certain rental property activities.
- Distinguish between hobbies and businesses.
- Identify the warning signs that a client might have unreported income.
- Determine proper tax return reporting of a like-kind exchange transaction.
Level: Intermediate
Prerequisite: Experience with individual tax return preparation
Who should attend:
- CPA firm partners and managers tasked with reviewing individual tax returns
- CPA firm staff tasked with preparing individual tax returns
- CPA sole proprietors specializing in individual taxation
4 CPE Hours
Members: $225.00
Non-members: $269.00
Location
Online
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| 11/25/2025 |    |
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