Preparing Individual Tax Returns for New Staff and Para-Professionals

Course Details

Date

Wednesday, November 7, 2018

8:30am – 4:30pm
(Registration: 8:00am)

Location

Prince Waikiki

100 Holomoana Street

Honolulu, HI 96815

808-956-1111

View Map

Course Number

PITR

CPE Credit

8.0 hours CPE credit

Instructor

Robert M. Gilwee, Jr.

Level of Knowledge

Basic

Vendor

Surgent McCoy CPE, LLC

Prerequisites

None

Description

The objective of this course is to train new staff accountants, data processing employees, para-professionals, and bookkeepers to prepare a complicated federal individual income tax return. Over the years, thousands of new staff have received practical, hands-on experience to become familiar with tax forms. This course covers the latest tax law changes, making it essential for your new staff.

Objectives

Learn complicated issues of filing status and dependency exemptions
Learn about Schedules A, B, C, D, E, and SE; Forms 2106, 4797, and 4562; passive rules and more
Complete comprehensive problems related to Schedules A, C, and D; Forms 2106, 4797, 6251, and more, all with "filled-in" forms
Learn about IRA contributions, self-employed retirement plans, child-care credits, and the adoption tax credit

Designed For

New staff and para-professionals who prepare individual returns

Registration for this course has passed.

Course Pricing

Early Registration Member Fee Applicable if you are a HSCPA member in good standing and register by October 24, 2018.	$275.00
Member Fee Applicable if you are a HSCPA member in good standing.	$325.00
Early Registration Non-Member Fee Applicable if you are not a HSCPA and register by October 24, 2018.	$425.00
Non-Member Fee Applicable if you are not a HSCPA member.	$475.00
Neighbor Island Discount Applicable for Neighbor Island members in good standing	-$75.00
Associate Neighbor Island Discount Applicable for Associate Neighbor Island members in good standing	-$25.00
Your Price	$475.00