Reviewing Pass-Through Tax Returns: What Are You Missing? (CEDAR RAPIDS)

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RPTR-CR  |  In Person Training  |  Intermediate  |  Scheduled

Curriculum

  • Taxation

Prerequisites

Basic knowledge of partnership and S corporation income taxation.

Designed For

CPAs working with clients requiring up-to-date expertise in partnership and S corporation taxation for the current tax season.

Objectives

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 and both partnership and S corporation returns will be covered. This course follows a highly illustrative case study format to increase participant comprehension and retention.

Highlights

  • Form 1120S.
  • Form 1065.
  • Schedules K and K-1.
  • Schedules M-1 and M-2.
  • Form 4562.
  • Form 4797.
  • And More!

Preparation

No advance preparation necessary.

Registration for this event has closed. If you have any question or concerns please give us a call at 515-223-8161 or send us an e-mail at iacpa@iacpa.org

Instructors

Robert Thelen

Show Bio

Robert Thelen, CPA is owner of Your Tax Team in Cold Spring, Minnesota

Mr. Thelen was president, CEO and sole shareholder of a financial services company from 1992 through 2008. The company was heavily involved with income tax returns, payroll preparation and reporting, pension plan administration and compliance, retirement and individual financial planning, life, health and property/casualty insurance planning and sales, and representing clients before taxing agencies.

Before that he was a manager in the tax department of a large regional CPA firm. He started his professional career as a Revenue Officer and then a Tax Auditor with the Internal Revenue Service from 1980 through 1989.

Bob holds a Masters of Pastoral Ministry from Saint John’s University School of Theology. He received his Bachelors of Arts degree from Metropolitan State University. Bob is also the current Mayor of Cold Spring, MN.

He is a member of the Minnesota Society of CPAs and the AICPA.

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