Preparing Complex 1040s

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PCR-SF  |  In Person Training  |  Intermediate  |  Scheduled

Special Notes

  • This course is co-sponsored with the South Dakota CPA Society. Course materials will be distributed electronically to all participants 5-7 days prior to the course.

Curriculum

  • Taxation

Prerequisites

General tax knowledge

Designed For

CPAs, attorneys and other professionals who prepare 1040s.

Objectives

To discuss the most complex issues related to preparing individual income tax returns.

Highlights

  • Impact of any tax legislation enacted by Congress during the year
  • Qualified business income deduction: who it applies to, how to deal with the limitations and planning opportunities
  • Passive losses: tracking, triggering, and grouping activities in order to reduce passive income
  • Losses limited by lack of at-risk basis
  • Calculation of NOLs for regular tax and AMT
  • Applying the net investment income tax
  • Alternative Minimum Taxation
  • Tax Deferred Exchanges under
  • Section 1031
Your Price: $370.00

This is your base price and does not reflect any additional session fees, optional add-ons, or guest registrations. This price includes the early-bird discount. Full prices will be applicable to all registrations after July 29, 2019.

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Instructors

Edward K. Zollars

Show Bio

Edward K. Zollars, CPA is in public practice in Phoenix, Arizona as a partner with the firm of Thomas, Zollars & Lynch, Ltd. He has been in practice for over twenty five years, specializing in tax issues for closely held businesses and individuals. Ed has been professionally involved with both tax and technology issues, combing the two disciplines in starting the first tax podcast (Ed Zollars Tax Update, produced weekly dealing with current tax issues). He has been a member of AICPA Tax Division Committees dealing with tax and technology issues, and was the Tax Section’s representative on three occasions to the AICPA’s Top Ten Technologies project. Ed is also a member of the Phoenix Tax Workshop’s Advisory Committee, and currently serves on the Tax Legislation Liaison Committee for the Arizona Society of CPAs. Ed has written articles published in Practical Tax Strategies and the Tax Adviser. He has been a frequent contributor to a number of professional tax discussion groups, and served as systems operator on the AICPA’s Accountants Forum in the mid 1990s. He has spoken regularly on tax and technology topics since 1996, speaking before conferences sponsored by the AICPA and a number of state society of CPAs.

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