Surgent’s Technical Individual Practice Issues and Tax Forms for Experienced Practitioners

Online

# of CPE Credits

8

Description

Don’t let the title frighten you. Experienced staff can get bogged down in busy season with advanced practice and reporting issues. With major legislation enacted over the past few years, we bring you the distilled version of what you need to know for the current year and significant current proposals that may impact the tax landscape in future years or even retroactively.

This course discusses the topics that experienced staff, managers, and partners should understand in depth while also assisting experienced staff in avoiding costly mistakes when facing complicated 1040 issues. The manual includes advanced examples and several advanced cases with “filled-in” forms provided with the complete answers.

Objective

Recognize and understand how to handle advanced technical issues which arise in a professional practice and in preparing individual tax returns Complete the tax forms for selected issues

Advanced Preparation

None

Required Knowledge

Basic to intermediate-level experience in preparing Form 1040

Who Should Attend

Accounting and Finance Professionals in public accounting who prepare or review complex 1040 returns

Credit Types

    CPE – Taxes

Event Level:Advanced
Event Code:ATFI-2026-01-WEBNR-257-01
Event Vendor:Surgent Accounting & Financial Education
Fields of Study:CPE - Taxes
Other fields:
  • Enrolled Agent

Registration Fees

Registration Type Price
WRS47426: Registration – Member Mem $305
WRS47426: Registration – Non-Member NM $505

CPE Sponsors LogoThe 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.