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Getting Back to Basics: A Start to Finish Individual 1040 Review - San Jose Chapter Virtual Meeting
Wednesday, October 05, 2022, 1:00 PM - 3:00 PM PST
Category: Chapter Meetings

Back to Basics: A Start to Finish Individual 1040 Review
San Jose Chapter Virtual Meeting

Date/Time:

Wednesday, October 5, 2022
1:00 - 3:00 PM PST

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Topic: 

A course designed for those who seek the how’s and why’s of data needed for correct preparation of a 1040 return. With an overview of the Individual return, we will cover common pitfalls that preparers encounter and will review tax software that may require different data than paper requirements.

Learning Objectives:
#1: This course covers valuable tools and tips to review 1040's in your firm for accuracy, completeness and missed tax savings opportunities.
#2: Attendees will learn and understand how to obtain data via asking the important questions during an interview and examine common tax preparation issues of an individual return
#3: A hands-on demonstration of putting pen to paper to get a visualization of what a complete return should look like. Does it pass the “smell test?”

Presenter:

Michael Tullio, EA
Mike is an Enrolled Agent and has been in the tax preparation business for nearly 40 years.  He is the owner of Michael A. Tullio Financial Services, located on Mission Gorge Road in San Diego California. Mike up until recently was a Senior Tax Content Analyst at Intuit, makers of Turbo Tax, ProSeries and Lacerte. He is an Enrolled Agent. He is a member of the National Society of Tax Preparers (NSTP) and a member of the California Society Tax Consultants (CSTC).

 

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01728-22-O
CTEC: 1000-CE-5147

Knowledge Level: Overview (General knowledge of the subject)

Cost:

Registration before October 2, 2022
Registration Fee (Member): $0
Registration Fee (Non-Member): $30

Registration after October 2, 2022
Registration Fee (Member): $10
Registration Fee (Non-Member): $40

Cancellation and Refund Policy for Webinar Purchase
Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.


This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.