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Tax Returns for Married Couples: Special Considerations

Tax Returns for Married Couples: Special Considerations

Sharpen your skills by examining case studies of married taxpayers, and learn about the frequent errors when filing as a married couple.

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




Nov 05, 2021

NASBA Field of Study




CPE Credits



David Randall Peters


Product Number


 Part of Webcast Pass
 Business & partner 
Product Details

The most recent tax legislation and IRS guidance

The constant barrage of tax law legislation is producing planning opportunities, and pitfalls, for tax return preparers.

In this interactive webcast, you will learn:

  • About the latest individual and business tax planning opportunities
  • Issues for which additional information from the client may be warranted
  • Areas of tax law that require additional analysis and information

Key Topics

  • Schedule C deductions
  • K-1 from Partnership
  • Section 199A
  • Home office and sale of a residence
  • Like-kind exchanges
  • Worker classification
  • Retirement plan and IRA contributions
  • Worthless stocks

Learning Outcomes

  • Determine potential errors or omissions of information on tax returns
  • Determine planning opportunities for your clients based upon information reported on a tax return
  • Determine potential issues surrounding the qualified business income deduction and certain service businesses
  • Determine proper tax return reporting of a like-kind exchange transaction and property received in the exchange
  • Determine gain implication of selling a principal residence that has previously been used in a trade or business
  • Determine loss treatment eligibility of Section 1202 and 1244 stock
  • Differentiate between employee and independent contractor, and reporting requirements to the taxpayer
  • Differentiate between activities that may be subject to self-employment tax
  • Determine planning opportunities for charitable contributions

Who Will Benefit

  • Accountants and finance professionals
  • CPAs
  • CPA firm partners
  • Managers and staff
Credit Info
CPE Credits
NASBA Field of Study
Knowledge of individual income taxation and/or previous Form 1040 preparation
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Do you have an AICPA membership? Log in to apply your member discount.
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6+ registrants

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Contact us
David Randall Peters
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 - 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.

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Tax Returns for Married Couples: Special Considerations
Nov 05, 2021
Select from the following options:
Nov 05, 2021
7pm9pm GMT
Dec 06, 2021
8pm10pm GMT
Nonmember Price
Price excluding sales tax
Do you have an AICPA membership? 
Log in to apply your member discount.
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