Kentucky Society of Certified Public Accountants

Overview

This course will take new and administrative staff from the most basic concepts to an understanding of individual tax return preparation. Continuously updated for the latest legislation, including the CARES Act, Families First Coronavirus Response Act, CAA 2021, TCJA, and ARPA.

Prerequisites

None

Objectives

Learn complicated issues of filing status and dependency exemptions
Understand issues with reporting capital gains transactions
Complete tax returns, schedules, and worksheets

Highlights

Effects of recent legislation, including temporary COVID-19 relief
An in-depth look at the new Recovery Rebate Credit
Filing information, filing status, personal exemptions, dependents, the standard deduction, etc.
Wages and salaries
Interest income, dividend income, mutual funds, Social Security
Figuring tax
Basic income tax preparation, Form 1040 and Schedules 1 – 3
Capital gains and losses
Medical and dental expenses, charitable contributions, including recent legislative changes
Distributions from qualified retirement plans, pensions, and annuities
Depreciation
Preparation of Schedules A, B, C, D, E, and more

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:

SUS0211

10 CPE Credits

Tax: 10 Credits

Registration

Member Price:

$89

Non-member Price:

$119