Date/Time
4/10/2026 - 12/31/2034
12:00 AM - 12:00 AM
12:00 AM - 12:00 AM
Course Registration
Credits
4 Credits
Event Type(s)
Anytime CPE
Event Description
This course introduces professionals to the fundamentals of individual tax preparation. Participants will learn the essentials of Form 1040, including filing requirements, income reporting, and deductions. The session will also cover preparer responsibilities, due diligence, and taxpayer rights under Circular 230. By the end, attendees will have a solid understanding of the foundation of personal tax returns.
Objectives:After attending this presentation, you will be able to...
Identify preparer responsibilities including due diligence and ethical obligations
Determine the correct filing status and eligibility of dependents based on tax law
Classify taxable income sources, including wages and investment income
Differentiate between standard and itemized deductions and apply the correct deduction to a taxpayer?s return
Calculate refundable and nonrefundable tax credits, including the Earned Income Tax Credit (EITC) and Child Tax Credit (CTC)
Implement best practices for taxpayer data security and confidentiality
Apply IRS compliance rules under Circular 230
Understand key legislative updates affecting individual tax returns
Instructor:
Mary Jane Hourani
Fields of Study:
Taxes
Objectives:After attending this presentation, you will be able to...
Identify preparer responsibilities including due diligence and ethical obligations
Determine the correct filing status and eligibility of dependents based on tax law
Classify taxable income sources, including wages and investment income
Differentiate between standard and itemized deductions and apply the correct deduction to a taxpayer?s return
Calculate refundable and nonrefundable tax credits, including the Earned Income Tax Credit (EITC) and Child Tax Credit (CTC)
Implement best practices for taxpayer data security and confidentiality
Apply IRS compliance rules under Circular 230
Understand key legislative updates affecting individual tax returns
Instructor:
Mary Jane Hourani
Fields of Study:
Taxes
Location
Anytime CPE
Outlook/vCalendar/Google
Click on the icon next to the date(s) to add to your calendar:
| 4/10/2026 - 12/31/2034 |    |
Email Reminder
