Reviewing Individual Tax Returns
Overview
Sharpening your review skills
Preparing returns is one thing, but reviewing them is another entirely. In this case-study-based course, you’ll learn how to:
Case-study-based learning
You'll examine two case studies consisting of individual tax returns and find issues that may warrant additional information from the client. You'll also delve into areas of the return that require analysis of tax law and case law.
The course covers:
Engage with the material through the highly illustrative case study format.
Highlights
Prerequisites
Experience with individual tax return preparation
Designed For
CPAs working with clients requiring up-to-date expertise in individual income taxation for the current tax season
Objectives
- Identify potential errors or omissions of information on tax returns.
- Recognize planning opportunities for your clients based upon information reported on a tax return.
- Determine the proper tax treatment for certain rental property activities.
- Determine the proper tax treatment for various start-up costs by a new business.
Non-Member Price $149.00
Member Price $125.00