Preparing Individual Tax Returns for New Staff and Para-Professionals

You Pay: $379.00
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This course is 8.00 credits
Robert Gilwee
Facility Name
Crowne Plaza Natick The Verve
Facility Address
1360 Worcester St
Natick, MA 01760-1514
Field of Study
Course Level
Surgent McCoy CPE LLC


Robert Gilwee

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.
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Thursday, Jan 9, 2020
8:45am – 4:30pm

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.

Designed For

New staff and para-professionals who prepare individual returns

Course Objectives

Learning 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

Major Subjects

Major Topics:  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 what's not  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




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