Robert Gilwee is a tax partner in a local accounting firm with over 20 years of practice experience in taxation. His primary areas of expertise are income and estate taxation and international taxation. He has previously held positions with Price Waterhouse Coopers, KPMG Peat Marwick, and Deloitte and Touche. His background includes assistance in resolving tax-structuring issues using LLC’s, S-Corporations’, etc. He is a frequent discussion leader on a variety of taxation topics. Robert serves as an Adjunct Faculty member of the University of Baltimore and Villa Julie College and is an instructor in the Lambers CPA review course.
Mr. Gilwee is a recipient of the Top Manuscript Award from Price Waterhouse Coopers. He is a member of the AICPA and the Maryland Association of CPAs. Return to Instructor List
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.
New staff and para-professionals who prepare
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
Preparation of various Form 1040 individual tax returns and schedules;
provided answers include "filled-in" forms
Taking initiative in difficult assignments; can you deliver the QBI message?
Full coverage of 199A qualified business income, its calculation,
limitations, and examples
Malodorous Form 8867 - Changes again this year!
Dividends and interest - Ordinary, return of capital, and capital gain
distribution dividends; tax-exempt interest, original issue discount, etc.
Security transactions - From Form 1099-B to Form 8949 to Schedule D,
plus mutual fund sales and related basis issues
Self-employed person issues
Schedule C deductions including depreciation
Sale and exchange of property - Understanding Form 4797 and
depreciation recapture; capital gains
A working understanding of passive losses - How to handle rental
property and how the passive loss rules flow to the tax forms
Itemized deductions - A thorough understanding of what's deductible and
Interest deductions - Limitations and timing problems
Retirement contributions and education credits and deductions
Tax computations - The Kiddie Tax, AMT, regular tax, tax credits
Individual problems illustrated by form preparation for various items, with
numerous "practice tips"
Impact of recent legislation and forms changes on the 1040