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Cabo San Lucas STW Day 3 | Cabo San Lucas , Special Topics

Your Course Price: $699.00
CPE Credits
5
Date
Thursday, May 9, 2024
Course Time
08:00am - 01:00pm
Advanced Preparation
None
Course Level
Intermediate
Prerequisite
Knowledge of Federal Income Tax Law
IRS CPE
5
NASBA CPE
5
CTEC CPE
5
Instructor
Nina Tross MBA, EA
Course Description

Course Title Topic #1 - Walking Down the Form 1040: A Deep Dive into IRS Schedules

This course presentation is related to the course titled Walking Down the Form 1040: A Deep Dive into IRS Forms.

This presentation is designed to provide participants with a comprehensive understanding of the various IRS Schedules associated with Form 1040, the U.S. Individual Income Tax Return.

Participants will delve into the details of each Schedule, gaining practical insights and skills needed to navigate complex tax scenarios. The course will cover common schedules, addressing their purpose, requirements, and implications on the overall tax return.


Course Title Topic #2 - Walking Down the 1040: A Deep-Dive into IRS Forms

This presentation is related to the course titled Walking Down the Form 1040: A Deep Dive into IRS Schedules.

This course is designed to provide participants with a comprehensive understanding of the various IRS Forms associated with Form 1040, the U.S. Individual Income Tax Return. Participants will delve into the details of each IRS form, gaining practical insights and skills needed to navigate complex tax scenarios.

The course will cover common forms, addressing their purposes, requirements and implications on the overall tax return.

Learning Objectives

Topic #1

At the completion of this course the Tax Professional will be able to:

  • Understand the application of selected IRS Schedules and their role in completing the Form 1040
  • Identify which lRS Schedules feed into the final reporting on the Form 1040.
  • Calculate and maximize credits on the appropriate Schedules.
  • Properly account for income and losses from various sources.

Topic #2

At the conclusion of this course the tax professional will be able to:

  • Understand the application of selected forms and their role in completing the Form 1040
  • Identify which schedules and/or forms feed into the primary forms and the final reporting on the Form 1040
  • Calculate and maximize credits on the appropriate forms
  • Properly account for income and losses from various sources
FAQ

To receive the member price, first log into your member account. Your member discount will then be automatically applied. We can also take your registration by phone.

This varies by location and seminars. Please check your specific course schedule for more details.

Yes. Each attendee will need to make their own travel and hotel reservations.

Your registration confirmation will be emailed to you when your payment is processed. During our busy season, this can take up to 2-3 business days after we receive your registration.

Check your SPAM folder for the email. To prevent SPAM filters from blocking our emails please add taxes@nstp.org to your address book or safe senders list. For more information, click How to Whitelist an Email Address or Email Whitelist Instructions.

Yes. If you have a PTIN on file with us, we will submit your hours. To insure we have your correct info, please provide your PTIN when you register for a course. Please notify us if you have recently submitted a name change request to the IRS.

Your certificate will be emailed to you within 10 business days of the completion of the course.

Administration: Special Topics
Special Topics Refunds
  • Refunds or transfers to future education are allowed up to 7 days prior to the beginning of the course.
  • A $25 administrative fee will be charged for all course changes.
  • There are no partial refunds or discounts if a portion of the course is missed.
  • Once the Course Materials PDF is emailed, refunds are no longer available for that course.
Special Topics Registration
  • Registrations must be received no later than 7 days prior to the beginning of the course.
  • Registrations received after this date will be subject to a $35 late fee.
Special Topics Cancellation Policy
  • A $25 administration fee will be charged for all course changes.
Special Topics Changes
  • An administrative charge of $25 will be assessed when any requested course changes are made.
  • Live courses may not be retaken without additional payment.
Special Topics Cancellation
  • NSTP reserves the right to cancel any program or course for circumstances that are not under direct control of NSTP. If a course or program is cancelled, participants will be refunded 100% of their registration fee.
Special Topics Walk-In
  • We do not accept walk-in attendees. Payment must be received in advance of the class.
Special Topics Disclaimer
  • Special Topics materials and Special Topics presentations are intended to stimulate thought and discussion and to provide attendees useful ideas and guidance in the areas of federal taxation and administration. These materials as well as the comments of the instructors do not constitute and should not be treated as tax advice regarding the use of any tax procedure, tax planning technique, device or suggestion, or any of the tax consequences associated with them.
  • Although the NSTP has made every effort to ensure the accuracy of the materials and the seminar presentation, neither the author, the presenter nor the National Society of Tax Professionals assumes any responsibility for any individual’s reliance on the written or oral information presented during the presentation. Each attendee should verify independently all statements made in the materials, and during the seminar presentation, before applying them to a particular fact pattern and should determine independently the tax and other consequences of using any device, technique, or suggestion before recommending the same to a client or implementing the same on behalf of a client, or on the attendee’s own behalf.
  • Special Topics materials & presentations are fully protected under copyright law. Any attempt to copy for resale, distribution, or use other than personal use for tax preparation will be fully prosecuted of the law.
Special Topics Attendance Policy
  • Only paid registrants can attend seminars. In consideration of your fellow attendees, guests will need to depart before the session begins.
More Information For more information regarding refund, cancellation, and complaint policies, please contact our offices at 1(800) 367-8130.
Executive & Charter Members
Executive & Charter Members Special Topics Refunds Executive & Charter Members Special Topics Refunds
  • Executive/Charter Members will be charged a $150.00 administration fee if they fail to cancel a course registration and fail to appear for the seminar.