1040 Tax in Depth with TaxSpeaker's Bakker & Martinez Webcasts [1040]
Time: 08:00am-4:00pm
Subject:
TaxationCredit Hours:
16.00Price:
Member: $410.00
Non-member: $410.00
Discussion Leader:
Bakker & Martinez
more info
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 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.
Mauricio is an Enrolled Agent with a practice in Longmont, Colorado. He holds a degree in Accounting from San Jose State University. He discovered his passion for teaching when he was asked to teach a soft skills class at the San Jose Job Corps Center where he worked as an Accounting Supervisor. Soon thereafter he left his job as an accountant to become a full time certificated vocational instructor teaching Computerized Accounting to high-risk youth and young adults. He would later go on to write, teach and record his own live and online courses. In 2015 he founded Hawkins & Martinez, EA’s, LLC with his very good friend and mentor, David Hawkins. Mauricio has been married 31 years and is the proud father of six loving children.
closeWebsite registration for this course closes on January 7, 2024. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.
Full Description
1040 Tax in Depth with TaxSpeakers Terry Bakker & Mauricio Martinez Webcasts (1040)January 8th 9th, 2024 / 8:00 am 4:00 pm
Live Webcast
*Season Pass / Season Tickets Not Valid for This Course*
What an unusual year! The 1040 Manual this year has over 50 pages of new laws and court cases including the Secure Act 2.0, clarification of 2022s Inflation Reduction Act; the Corporate Transparency Act; clear guidance on disaster losses as a result of the fires, floods and storms of 2023, new IRS crypto-currency guidance, new estate & gift rules and IRS opening attacks on the Employee Retention Credit frauds will require six hours on our part just to cover the new stuff. We have added a whole new Day one afternoon session on tax planning for individuals to go with our 1040 hot topics normal review. On Day two we provide the newly updated engagement letter, fee schedules and new 1040 preparer and review checklists, interview forms and 1040 checksheets. The 1040 manual is your 1,000-page electronic desktop reference guide that for nearly 10 straight years has been voted by Tax Professionals in the independent review as The Only CPE Manual to be awarded a Top Research Award.
Learning Objectives:
Upon completion of this course, attendees will be able to properly prepare, report amounts on, file, and deduct disaster losses from Form 1040. We 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 childrens 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.
CPE Credits: 16, Taxation
Level of Knowledge: Intermediate
Prerequisite: 2 4 years tax preparation experience
Acronym: 1040
Discussion Leader: Terry Bakker, CPA, EA & Mauricio Martinez, EA
