CPE Course Information
General Information
Course Number: | 0611017 |
Course Title: | Jennings-TaxSpeaker 1040 Tax In Depth Seminar |
Description: | Event Description:rnThis is TaxSpeaker's flagship course that in 2015 received an award from CPA Technology Advisor that no other CPE course has EVER received. TaxSpeaker was named runner up in tax research nationwide as a result of this course. That may seem unusual to most people, but the manual is an annual tax CPE manual, not a research system, is a 1,300 page print and hyperlinked electronic 1040 guide and is now proven as the best CPE manual in the country by its peers, rather than self-anointed!rnrnThis course is written to be the most up-to-date practical 1040 class in America. The class begins with all of the last-minute and current year changes that can affect an individual tax practice. From Congressional changes to IRS rulings, from the latest practice concerns to compliance issues we review all of the pressing issues of a tax practice the first thing out of the gate, in a deep practical approach that leaves nothing out.rnrnEvery one of our speakers is required to be a current practitioner with knowledge and humor who brings their current experience to the room in a presentation approach designed to make the class rewarding, interesting and stimulating, and every single speaker has won multiple "Best Speaker of the Year" awards! We utilize cutting-edge technology to provide you with literally hundreds of hyperlinks, useful websites, supporting research and case law citations to arm you with the most powerful annual guidance available. Driven by current year changes, we make sure to discuss them all before moving to reviews of current year problem areas identified by our practitioner-speakers as the most pressing issues of the year. The What's New analysis often takes up 10-12 of the 16 hours of the class because of our depth of coverage from real practitioners.rnrnAll participants receive the national award winning TaxSpeaker Manual which has been called “The Best in the Industry” at well over 1,200 pages that are updated every year. It is written to be used as a primary desktop reference manual and organized in a common-sense manner. All of the latest changes are provided individually within each chapter as well as in their own special “What’s New” chapter at the beginning of the manual.rnrnWe still continue to provide our attendees the best value in the business with a tab-divided printed manual as well as a free PDF version containing hyperlinks to hundreds of citations. This course provides in-depth coverage of 1040 returns and the related schedules and forms with a particular emphasis on problem areas. You will also find practical advice on managing your tax practice as well as relevant tax planning strategies and tax savings measures to offer your clients. Used by over 35 state CPA, EA, PA and national societies this is the go-to course for annual 1040 continuing education for all members of a firm from owners to new staff. rnrnCourse Objectives: Upon completion of this course, you will be able to properly report amounts on clients’ Form 1040 returns that appear on various 3rd party forms, properly prepare Form 1040 and its various schedules; properly file the above forms with Form 1040 when required; Determine if clients qualify to take various credits on their 1040 returns to reduce taxable income; Properly deduct disaster losses on Form 1040; Provide clients with methods of saving for their children’s college education and determine if they qualify for various education credits and deductions to reduce taxable income; Prepare to handle IRS audits of your clients; Comply with the requirements imposed by the Circular 230 regulations; Advise clients who are members of the military on special taxation rules.rnrnSpeaker Bios: rnBill Leonard CPA, CFFA holds licenses and memberships in Massachusetts, Rhode Island, Alaska and Singapore. He is the sole shareholder of W.A. Leonard & Company, P.C. and PT W.A. Leonard employing sixteen multi-lingual professionals that focus on meeting the needs of small businesses, individuals and fiduciaries. A graduate of Bentley University and Babson College, Bill has been in practice since 1981. He has over twenty years of college and seminar teaching experience. Bob Jennings is a nationally renowned author and speaker, presenting continuing education classes to over 100,000 tax professionals over the last 20 years all over the world. Bob is a licensed CPA (Indiana), a licensed CFP, an IRS Enrolled Agent and a Registered Tax Return Preparer. |
Speaker: | Bill Leonard, CPA, CFFA & Bob Jennings, CPA, EA |
Knowledge Level: | Basic |
Sponsor: | PSTAP - Philadelphia Tri-County chapter |
Date: | 11/15/2017 |
Number of Days: | 2 |
Location: | Springfield, Springfield Country Club |
Address: |
400 W. Sproul Road Springfield, PA 19064 |
CPE Credits: | 16 Credits Tax (Federal) |
Host Chapter(s): | Philadelphia |
Meal: |
Day 1 Choices Buffet No Meal Day 2 Choices Buffet No Meal |
Registration Information
Registration Begins: | 7:30 a.m. |
Start Time: | 8:00 a.m. |
End Time: | 4:30 p.m. |
Early Bird Pricing
Early Bird Deadline: | 10/31/2017 |
PSTAP Member Rate: | 295.00 |
Non-Member Rate: | 360.00 |
Pricing
PSTAP Member Rate: | 360.00 |
Non-Member Rate: | 395.00 |
Cancellation Policy
No Show, no refund. Seminar registration fees are not transferable to an alternate meeting or seminar unless we are informed at least 48 hours in advance. |
Additional Information
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