1040 Tax in Depth

Product Description
The 1,100 page course manual supports the Form 1040 with TaxSpeaker’s® 1040 Tax in Depth course! The 2023 course will include detailed coverage, with planning ideas, of the latest changes from the 2022 Secure Act, court cases, IRS changes and all late-season Congressional changes up to the day before the class with special focus coverage of pension changes, high risk areas and the annual review of common preparation issues and new court cases and IRS guidance. Because all speakers are also practicing professionals, you receive practical insight and planning issues throughout the two days. As the flagship course, they take particular pride in its consistent quality and provision of the most thorough and hands-on individual tax preparation guidance. The included manual is bursting with over 1,300 hyperlinked citations to the accompanying free online tax research library. On top of that, it is America’s only Form 1040 manual to be regularly and independently recognized as the Top Research Live Course CPE Manual in the United States for six straight years. Its 1,100+ practitioner-written pages are saturated with logically organized guidance to complement the IRS’s methods for assembling returns. This manual is provided in both in print and digital formats to course attendees, who also enjoy the value of energetic and knowledgeable teaching from the expert instructors. Participants also receive practical guidance, dozens of checklists, worksheets, and client letters, plus “What’s New” information. If you are choosing the in-person seminar, your fee also includes a hyperlinked PDF of the manual, four-page laminated desktop reference “Fingertip Facts,” and a free 2-hour self-study ethics course. **Fingertip tax guide & printed manual will only be offered at the live in person seminar. If you are attending a webinar then you will receive only the PDF version of the manual. The Fingertip tax guide or a printed manual can be purchased separately. **

2-4 years tax preparation experience

Field of Study
Taxes – 16.00 Hours
Update – TBD

Course Level

Course Objectives
Upon completion of this course, attendees will be able to properly prepare, report amounts on, file, and deduct disaster losses from Form 1040. They will also teach you how to determine which credits clients may qualify for on their 1040 returns to reduce taxable income, including methods to save for their dependent children’s college education and other education credits and deductions. In addition, this course covers appropriate handling of IRS client audits, compliance with Circular 230 ethics regulations, and advice for clients under military special taxation rules.

Available Options

A scheduled, online course viewable on any computer or device with Zoom access; suitable for single person use. Webinars include: online course, eBook download, & PDF of PowerPoint slides. CPE credit will be issued based on login time and percentage of polling questions answered.

October 26 and 27, 2023 – 8 am to 4 pm
November 20 and 21, 2023 – 8 am to 4 pm
December 18 and 19, 2023 – 7 am to 3 pm
December 28 and 29, 2023 – 8 am to 4 pm
January 8 and 9, 2024 – 11 am to 7 pm
8 Nights of 1040 Tax in Depth – December 18 – 21 and 26 – 29, 2023 – 5 to 7 pm

Late Registration – additional $50.00 one week prior WEBinar

A live event to be attended in person. Includes: printed book, eBook download, PDF of PowerPoint slides, light breakfast, lunch, afternoon snack & CPE credit.

November 2 & 3, 2023
8 am to 4 pm

Location Details
Ramkota Hotel & Conference Center
3200 W Maple ST
Sioux Falls, SD 57107

Room Rates
2 Queen Beds – $120.00 plus taxes
Suite – 2 Queen Beds or 1 King Bed – $165.00 plus taxes
Reservations must be made by Monday, October 2, 2023

Early Registration – $410.00 until June 30, 2023
Member – $460.00
Staff of a Member – $515.00
Non Member – $570.00
Late Registration – additional $50.00 after October 20, 2023

Seminar and WEBinars begin promptly at the stated time, break for a 30 minute lunch, have 2-10 minute breaks and end promptly at the stated time.

Cancellation, Transfer and Refund Policy For Individual Seminar/WEBinar Purchase.

Registration fees will be refunded in full with no cancellation fee 30+ days prior to the event.

Registration fees will be refunded in full 8 to 30 days prior to the event minus a $50.00 cancellation fee.

At the discretion of the presenters, ASTP Board of Directors, or venue, this event can be cancelled, changed to webinar format, or rescheduled to another date/format due to Covid protocols and recommendations.

For more information regarding administrative policies, complaints and refunds please contact us at 605-351-2390 or visit www.astxp.com.

The American Society of Tax Professionals has entered into an agreement with the Return Preparer Office,Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number T0BDV.