product-image
Reviewing Individual Tax Returns: What Are You Missing?
Tax
Webcast

Reviewing Individual Tax Returns: What Are You Missing?

Strategies to help return reviewers quickly identify common errors that practitioners make on individual tax returns.

$225 - $269
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Taxes

Level

Intermediate

CPE Credits

4

Instructor

David Randall Peters, J. William Harden

Availability

Product Number

VCL4ITRM250728

 View  
 Business & partner 
Product Details

Strategies to help return reviewers quickly identify common errors that practitioners make on individual tax returns.

Key Topics

  • Qualified business income deduction
  • Hobby losses
  • Self-employment health insurance
  • Business start-up costs
  • Depreciation
  • Schedule C issues
  • Like-kind exchanges
  • Clean vehicle credit

Learning Outcomes

  • Determine the proper tax treatment for certain rental property activities.
  • Distinguish between hobbies and businesses.
  • Identify the warning signs that a client might have unreported income.
  • Determine proper tax return reporting of a like-kind exchange transaction.

Who Will Benefit

  • CPA firm partners and managers tasked with reviewing individual tax returns
  • CPA firm staff tasked with preparing individual tax returns
  • CPA sole proprietors specializing in individual taxation
Credit Info
CPE Credits
4
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Basic knowledge of, or experience with, individual taxation
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
4 hr
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
$269.00
AICPA Members
$225.00
CIMA Members
$225.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
David Randall Peters
CPA, CGMA, MST, MBA
David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, Virginia. He has over 15 years of experience in financial services, including 3 years in the hedge fund industry and 6 years in the insurance industry. David was the first-ever chief financial officer at Compare.com, a position he held for over three years. He is a national CPE instructor/discussion leader for the AICPA, Kaplan, and Surgent, and was a recipient of Surgent’s Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, and ethics throughout the United States. He is the adviser for business and industry topics for the South Carolina Association of CPAs and was a recipient of The American College’s 2019 NextGen Financial Services Professional Award. He holds four master’s degrees, including a Master of Science in Taxation from the University of Illinois. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a coauthor of the 2018, 2019, and 2020 versions of the Virginia CPA ethics course, required for all CPAs licensed in the Commonwealth of Virginia
J. William Harden
Ph.D., CPA, ChFC
University of NC Greensboro / Greensboro, NC Bill is an Associate Professor in the Bryan School of Business and Economics at UNC Greensboro where he teaches tax courses on flow-through entities, individual and corporate tax, tax research, IRS practices and ethics. Bill has over twenty years of experience in taxation. He began his public accounting career in 1990 in the Dallas office of one of the Big Six accounting firms. In addition to his university teaching, Bill consults on tax and financial planning issues and maintains a sole practice in North Carolina, focusing on taxation and financial consulting for small businesses and individuals. Bill has testified before the House Ways and Means Oversight Sub-Committee on internet taxation issues. He was the recipient of a Lybrand Certificate of Merit in 2002. Bill has been involved in CPE instruction for over a decade. He was the author of the AICPA’s tax update courses from 2007 through 2012 and received AICPA instructor awards in 2011, 2012 and 2013. Bill also received NCACPA outstanding instructor awards in 2009, 2010 and 2011. Bill has authored over 30 publications in tax accounting and financial planning journals, including the Journal of Financial Service Professionals, Strategic Finance, National Tax Journal, Journal of Business Finance and Accounting, Tax Notes, Tax Advisor, Journal of the American Society of CLU and ChFC. Mr. Harden is currently a member of the American Accounting Association, the American Taxation Association, the National Tax Association, the AICPA, and the North Carolina Association of CPAs. He is a past board member of the Piedmont Chapter of the NCACPA.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Ratings and reviews

Cancellation Policy
View our Cancellation policy here

Related content

    This site is brought to you by the Association of International Certified Professional Accountants, the global voice of the accounting and finance profession, founded by the American Institute of CPAs and The Chartered Institute of Management Accountants.

    About|Terms & Conditions|Accessibility|Privacy Policy|Contact|Help|Site Map

    CA Do Not Sell or Share My Personal Information

    }