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Reviewing Individual Tax Returns
Tax
Webcast

Reviewing Individual Tax Returns

The constant barrage of tax law legislation is producing planning opportunities, and pitfalls, for tax return preparers. This webcast will provide insight to commonly occurring tax return errors on individual tax returns.

$99 - $119
Do you have an AICPA membership? Log in to apply your member discount.

Format

Webcast

Date

Nov 05, 2021

NASBA Field of Study

Taxes

Level

Intermediate

CPE Credits

2

Author(s)

David Randall Peters

Availability

Product Number

VCL2RIR21110

 Part of Webcast Pass
 Business & partner 
Product Details

Common mistakes make when preparing individual tax returns and often missed by review staff.

The volume of Internal Revenue Code provisions affecting individual taxpayers can be challenging for CPAs and tax professionals. This combined with the potential for input error when using the array of income tax software available creates possibility for a multitude of errors on final tax return forms.

Sharpen your skills as a reviewer

This webcast will examine case studies and discuss scenarios where additional information from clients may be needed and areas of tax law where proper treatment requires additional analysis and information. Discussions will also cover issues like passthrough K-1s, home office deduction, hobby losses, rental property, hiring spouses, depreciation, 179 deduction, amortization and much more. This webcast follows a highly illustrative case study format to increase your comprehension and retention.

Key Topics

Common errors made involving the following tax forms:

  • Form 1040
  • Schedule A
  • Schedule B
  • Schedule C
  • Schedule D
  • Schedule E
  • Form 4562
  • Form 4797

Learning Outcomes

  • Identify common mistakes made on individual tax returns
  • Determine strategies to avoid making mistakes on individual tax returns

Who Will Benefit

  • CPAs working with clients in individual income taxation for the current tax season
Credit Info
CPE Credits
2
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Basic knowledge of individual income taxation
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
2 hr
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
$119.00
AICPA Members
$99.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Speakers
David Randall Peters
CPA, CGMA, MST, MBA
David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA. He has over fifteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com - a position he held for over three years. He is a national CPE Instructor/Discussion Leader for the AICPA, Kaplan, and Surgent, and was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States. He is the advisor for Business & Industry topics for the SC Association of CPA’s and was a recipient of The American College’s 2019 NextGen Financial Services Professional Award. He holds four Masters degrees, including a Masters of Science in Taxation from the University of Illinois. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Cancellation Policy
View our Cancellation policy here
Reviewing Individual Tax Returns
Nov 05, 2021
Select from the following options:
Nov 05, 2021
5pm7pm GMT
Dec 06, 2021
6pm8pm GMT
Nonmember Price
$119.00
Price excluding sales tax
$119.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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