TaxSpeaker – 1040 Boot Camp
Dates: August 11, 2020 – 8 am to 4 pm CST
& August 12, 2020 – 8 am to 4 pm CST
BONUS – After completion of Seminar you will receive a
$50.00 Credit to be used at another ASTP 2020 Seminar.
CPE Hours: 16 Hours Tax
Due to public health and safety concerns resulting from the COVID-19 health emergency, the TaxSpeaker – 1040 Boot Camp will be offered in a Live Society Webinar (this is NOT a recorded presentation). You can ask questions during the class just like an in-person class and they will answer them, live, as they are able, just like an in-person class.
Our seminar presenters are already updating their materials to include the latest information regarding the tax aspects of the CARES Act and other Covid-19 legislation.
Several years ago, Taxspeaker’s President Bob Jennings began recognizing the lack of younger faces in live crowds around the country. He attributed it to one major problem: the failure of today’s university accounting programs to properly educate students that 50% of the US economy is driven by small business while training students exclusively for “Big 4” employment as, essentially, taxpayer-funded Big 4 training programs.
Our solution was to develop a “1040 Boot Camp” to train non-traditional employees in how to prepare individual income tax returns as taught by actual small-firm owning, professional speaker tax professionals. The first two national courses sold out within days in 2019, followed by two more large crowds in our second round of training in January, 2020. Each speaker is a firm owner with at least 20 years’ experience who personally still prepare over 200 tax returns annually.
Designed for the staff person with 0-3 years of experience it provides hands-on training for non-traditional employees in preparing Forms 1040, A, B, C, D, E and depreciation. Each day ends with a student’s manually-prepared 1040, which is then explained individually (but not graded or picked up) by the professional instructors. Attendees in 2019 commented that they were afraid of the case study but found it exhilaratingly useful.
Earn Live CPE Credit.
You must have a high-speed internet connection, speakers connected to your computer, headphones or call in for audio and a monitor.
If you have more than 1 person PAID FOR and REGISTERED for the streaming webinar and all would like to watch from the same computer, please complete the Proctor Form and return to us AFTER completion of the webinar in order to receive CPE credit. Each PAID and REGISTERED attendee will receive their own login information for CPE Credit. Multiple logins by one person will be disconnected immediately.
You can log in 10 minutes early. Please note – you will not see or hear the speaker until the prompt start time.
All streaming webinars listed are Central Time Zone. Please adjust to your time zone.
You will be provided with an E-Book and slides. (A printed book is available for $30.00. Deadline to order this will be August 1, 2020)
A Zoom account link will be provided to all paid attendees.
This Webinar is limited to 500 attendees.
Terry Bakker CPA, EA
Terry O’Leary Bakker CPA, EA, LTC 67985-C is the owner of O’Leary’s Tax Service, Ltd. In downtown Vancouver, Washington, across the river from Portland, Oregon. Terry graduated with her BS in Business Administration: Accounting from Portland State University in 1988 and has worked in tax businesses ever since. Terry is an Enrolled Agent and a CPA licensed in Washington and Oregon. In addition to running an active tax practice serving the needs of individuals and small business. Terry has a commitment to the profession. She is a Past President of the Oregon Association of Independent Accountants, as well as holding other positions, including head of the Education Committee. As part of her commitment, she teaches the Enrolled Agents Preparation course for her Association and has spoken for all of the tax preparation associations in Oregon.
Gregg Goodsell EA
Gregg Goodsell is an enrolled agent in Tempe, Arizona and has been in private practice for 33 years. Gregg earned his bachelor’s and master’s degrees from Iowa State University and has previously taught at Iowa State, Arizona State University, and Mesa Community College, where he consistently earned some of the highest possible instructor evaluation ratings from his students. Gregg is a highly accomplished tax seminar speaker and writer, having written and presented seminars on complex tax laws to thousands of CPA’s, enrolled agents, attorneys and tax preparers. Gregg has prepared well over 20,000 personal and business tax returns in his career and enjoys interacting with seminar attendees, answering their questions and providing real-world solutions to their tax problems. Gregg and his wife Amy have been married 34 years and have two children: Jessica is a biomedical anthropologist in Phoenix, and Kevin is a naval flight officer assigned to the Japan based aircraft carrier, USS Ronald Reagan.
Fees and Schedule – This TaxSpeaker/American Society of Tax Professionals Sponsored Internet-Live webinar will begin and end promptly at state time (Central Time Zone). All 8-hour webinars will break for lunch, and have 2, 10-15 minute breaks.
Attendees must log in on time, remain logged in for the full length of the webinar, and answer 75% of all polling questions to obtain full CPE Credit.
This course does NOT qualify for CPE credit for EA’s.
Jennings Advisory Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org NASBA Sponsor #108251
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