Checkpoint Learning

Course Detail

Reviewing Tax Returns: So Much More Than Just Checking for Errors  

CATEGORY: Taxation
COURSE ID: W421T, VERSION 1.00
Webinar
2 CPE Credits
Level: Basic
Please contact a salesperson at 800.231.1860 to buy this course.

An extra 15 minutes spent reviewing a tax return can result in tax savings of thousands of dollars for the client and several billable hours for the tax professional. Believe me the clients want you to do this and are willing to pay for it.

In addition to looking for errors and omissions an intelligent review entails identifying tax planning and financial management opportunities for the client. 

The tax return speaks volumes about taxpayers who need advice. Following are just a few examples. No contributions to IRA or 401k; Excessive mortgage interest; High dividends none of which are qualified; Large capital loss being carried over; Rental losses being suspended; Employee business expenses blocked by AMT; Sole proprietor with high income; Opportunity to take retirement savings credit; Taxable distributions from an IRA combined with charitable contributions and standard deduction.

NOTE: The voluntary IRS Annual Filing Season Program (AFSP) requires that CE Sponsors collect PTINs from IRS professionals who wish to receive IRS credit. IRS PTIN holders (including Enrolled Agents) should enter their IRS PTIN into Checkpoint Learning so that course completions can be reported to the IRS. You do not need to enter your PTIN for each course you take; you only need to add it once. If you have any questions on how to do this, please contact us 800-231-1860.

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC CREDIT.

Please contact a salesperson at 800.231.1860 to buy this course.
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