TaxSpeaker – 1040 Tax in Depth
Dates: November 2, 2020 – 8 am to 4 pm CST
& November 3, 2020 – 8 am to 4 pm CST
Price: Member of ASTP – $295.00
Staff of a Member of ASTP – $330.00
Non-Member of ASTP – $350.00
CPE Hours: 16 Hours Tax/Update
Prerequisites: 2-4 years tax preparation experience
Due to public health and safety concerns resulting from the COVID-19 health emergency, the TaxSpeaker – Business Tax in Depth will be offered in a Live Society Webinar (this is NOT a recorded presentation). You can ask questions during the class just lie 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.
The 2020 course will include detailed coverage, with planning ideas, of the latest changes from the 2019 Budget Bill, the Tax Cuts and Jobs Act, the Families First Act from 3/20 and the CARES Act from 3/2020 with special focus coverage of sole proprietorship issues and IRA’s as well as our annual review of common preparation issues and new court cases and IRS guidance. Because this is TaxSpeaker’s flagship course participants are assured of receiving the best, most thorough and hands-on individual tax preparation education available in the country.
Every chapter has been updated for the effects of the end-of-2019 Budget Bill and both March 202 tax bills, with in-depth discussion and examples of those changes! 2020 changes are all coming together with 4 different bills into a massive year of tax changes.
The 1040 In Depth course manual is America’s only independently awarded recognition for multiple years as the top Research live course CPE manual in the country. With over 1,000 pages of practitioner-written guidance, organized in the logical form order used by the IRS to assemble returns, participants receive an electronic manual. Written and taught by actual practitioners known for high-energy presentations in educational and humorous, yet informative manners, this course has been ranked as TaxSpeaker’s finest course for 15 straight years. Because alot our speakers are required to personally prepare, for compensation at least 200 returns annually, participants are assured of receiving practical guidance, excellent speakers, and dozens of checklists, worksheets and client letters while obtaining the latest “What’s New” information. All paid seminar attendees are also provided with a “FREE” 2 hour self-study ethics course.
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 September 7, 2020)
A Zoom account link will be provided to all paid attendees.
This Webinar is limited to 500 attendees.
Jeff Milligan CPA
Jeff has owned and operated Baker Milligan CPAs in his hometown of Monticello, Indiana since 2004. The firm has since purchased five additional accounting practices employing as many as fourteen employees and preparing over 1800 tax returns. Jeff started in public accounting, after graduating from the Indiana University Kelly School of Business in 1993 with Crowe Horwath. He also spent seven years in industry as a controller for a large electrical contractor in the Indianapolis area. Jeff has owned and operated several small businesses attributable to his love of being an entrepreneur. Jeff enjoys public speaking and inspiring people to be the best version of themselves. Jeff and his wife Rebecca of over 25 years have three daughters.
Mark Mirsky CPA, MST, CGMA
Mark Mirsky is a licensed CPA in Illinois with in-house corporate accounting experience, and has worked in both large and small accounting firms. He has a Master’s in Taxation from University of Illinois, Urbana-Champaign. In 2004 Mark co-founded ROI Business Services, LLC where he leads the Taxation and Management Advisory Services. In 2018 he founded ROI CPE, LLC to provide quality education to the CPA industry. With a focus on partnerships, S-corporations, C-corporations, and multi-state taxation. Mark also provides assistance for business startups, the acquisition and disposition of businesses, international taxation, and real estate. Mark works with businesses and organizations across the country and around the world, including manufacturing/distribution, technology and web-based, and construction companies, as well as service firms and medical practices. He also works with individuals and tax planning. Mark’s background includes working in the international tax group at one of the largest accounting firms in the world, and for two middle-market firms focusing on closely held businesses, serving as a firm-wide resource for partnership and multistate taxation. He currently is teaching for TaxSpeaker around the country, a former instructor for other national seminar companies. Concentrations: Tax instruction, business consulting, multi-state and partnership taxation, international tax, S-corporations, startup businesses, tax planning, individual tax, accounting and assistance with structuring sales/acquisitions of businesses.
Upon completion of this course, you will be able to properly report amounts on clients’ Form 1040 returns that appear on various 3rd party forms, properly prepare Form 1040 and its various schedules; properly file the above forms with Form 1040 when required; Determine if clients qualify to take various credits on their 1040 returns to reduce taxable income; Properly deduct disaster losses on Form 1040; Provide clients with methods of saving for their children’s college education and determine if they qualify for various education credits and deductions to reduce taxable income; Prepare to handle IRS audits of your clients; Comply with the requirements imposed by the Circular 230 regulations; Advise clients who are members of the military on special taxation rules
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.
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