Reviewing Individual Tax Returns: What Are You Missing? [CL4ITRM]

Dec 6, 2018
Time: 12:30pm - 4:00pm



Credit Hours:



Member: $150.00
Non-member: $225.00

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Discussion Leader:

William F. (Bill) Taylor, CPA    more info

William (Bill) F. Taylor is president of Benefit Solutions, Ltd., a benefit consulting firm, and a CPA in private practice. Since retiring as Community Bank President of Renasant Bank in Water Valley, MS, he has served as an adjunct assistant professor in the MBA program at the University of Mississippi. Bill has worked in the employee benefit and investment fields for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS, office of KPMG Peat Marwick and managing his own firm since 1999. A nationally known consultant and speaker, Bill has conducted seminars for the American Society of Pension Professionals and Actuaries, more than 40 state CPA and Bar associations, and other organizations. He was the recipient of the James L. McCoy Excellence in Education award for 2015 and awarded the Outstanding Discussion Leader award for 2014 and 2016. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.

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Website registration for this course closes on November 29, 2018. To register after this date please contact the society at or 907-562-4334.

Full Description

Reviewing Individual Tax Returns: What Are You Missing? (CL4ITRM)

December 6, 2018

Fireweed Conference Center
725 E. Fireweed Lane
Anchorage, AK

For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course and $12.50 for each 2 hour course.

Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information. Multiple issues will be discussed including passthrough K-1s, home office issues, hobby losses, rental property, hiring spouses, depreciation, 179 issues, amortization and more! This course follows a highly illustrative case study format to increase participant comprehension and retention.

Major 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 Objectives:
When you complete this course, you will be able to:
- Identify common mistakes made on individual tax returns.
- Determine strategies to avoid making mistakes on individual tax returns.

Designed For: CPAs working with clients requiring up-to-date expertise in individual income taxation

CPE Credits: 4, Taxation

Level of Knowledge: Intermediate

Prerequisite: Basic knowledge of individual income taxation

Acronym: CL4ITRM

Discussion Leader: William F. (Bill) Taylor, CPA