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ADDRESS: 901 Dulaney Valley Road, Suite 800
Towson, MD 21204
PHONE: 888-481-3500
FOLLOW BLI:
Streamlined Tax Staff Training – Comples Return IssuesCOURSE ID: STCR
DESCRIPTION

The computer can do the calculations, but some analysis and exercise of trained judgment is required as well. This fast-paced program offers “next step” training for accountants who are ready to tackle complex individual tax return issues. It is entirely focused on problem solving and application of the tax law’s complex reporting requirements. Program materials include valuable check lists and quick reference guides to enhance efficiency and save valuable time.

DESIGNED FOR: Accountant who will be working on individual income tax returns that involve common reporting complexitiesFIELD OF STUDY: TaxesLEVEL: AdvancedPREREQUISITES: NoneCOURSE PRODUCER: Nichols Patrick CPE, IncCREDITS: 8.0OBJECTIVES:
  • Solve tax basis problems with mutual fund redemptions and sales
  • Calculate and report AMT adjustments and preferences
  • Compute an individual NOL and related carryback claim
  • Identify and report tax matters associated with divorce and dependent children
  • Claim "Real Estate Professional" status and make election to aggregate rental activities
  • Report and claim investment interest
  • Properly classify "passive activities"
  • Calculate and report income subject to the new "Medicare Tax" or the "Hospital Tax"
  • Take full advantage of Schedule C deductions and more!
HIGHLIGHTS:

* Self-employment issues: retirement plan contributions, health insurance, self rental * Passive loss issues * Calculation of individual NOL * AMT carryforwards, carrybacks, and AMT credit * Alimony, child support, property settlements * 1031 exchanges * Contribution of tangible property

INSTRUCTOR
-TBD-
Download the 2016 Business Learning Institute Course Catalog DOWNLOAD PDF
Business Learning Institute - Course Catalog
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