Fundamentals of Form 1040 — Individual
Description
Objective
After attending this presentation, you will be able to... Identify preparer responsibilities including due diligence and ethical obligations Determine the correct filing status and eligibility of dependents based on tax law Classify taxable income sources, including wages and investment income Differentiate between standard and itemized deductions and apply the correct deduction to a taxpayer’s return Calculate refundable and nonrefundable tax credits, including the Earned Income Tax Credit (EITC) and Child Tax Credit (CTC) Implement best practices for taxpayer data security and confidentiality Apply IRS compliance rules under Circular 230 Understand key legislative updates affecting individual tax returns
Attendee Information
Mary Jane Hourani, MM, EA, NTPI Fellow
Required Knowledge
None
Who Should Attend
CPAs, EAs, tax professionals, paralegals, financial planners
Credit Types
- CPE – Taxes
Registration Fees
| Registration | Type | Price |
|---|---|---|
| WRX216426: Registration – Member | Mem | $165 |
| WRX216426: Registration – Non-Member | NM | $325 |
The North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.