CPE Self-Study

1040 Tax Return Workshop and Video Course

  • $289.00-$369.00
    1040 Tax Return Workshop and Video Course Availability : In Stock Product #: 113638
    AICPA Member: $289.00
    Non-Member: $369.00
  • $219.00-$279.00
    1040 Tax Return Workshop (No Video) Availability : In Stock Product #: 746412
    AICPA Member: $219.00
    Non-Member: $279.00
  • $259.00-$329.00
    1040 Tax Return Workshop and Video Course Availability : Online Access Product #: 153478
    AICPA Member: $259.00
    Non-Member: $329.00
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  • $209.00-$269.00
    1040 Tax Return Workshop (No Video) Availability : Online Access Product #: 153802
    AICPA Member: $209.00
    Non-Member: $269.00
  • $179.00-$229.00
    1040 Tax Return Video Course (Video Only) Availability : Online Access Product #: 153812
    AICPA Member: $179.00
    Non-Member: $229.00
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Get your tax return training from the industry's best!

The AICPA's individual tax workshop provides the latest practical insights from nationally recognized tax experts. All key tax return issues are covered during this fast-paced, real-world session. Reinforce your understanding of frequently used principles and receive a wealth of tax-planning tips and strategies. Learn how to apply the latest changes when preparing federal income tax returns, and advise clients on new developments and tax-saving ideas for individuals. This course contains a wide variety of tax issues effecting today's individual tax return filers. Featuring an online video moderated by expert Sid Kess, you will receive useful tax planning strategies and real-life examples to help you apply what you've learned. Make sure you are armed with the latest tax guidance as you enter the upcoming tax season!

Learning Objectives

This course will prepare you to do the following:

  • Apply the latest changes when preparing federal individual income tax returns.
  • Advise Individual clients on new developments and tax saving ideas.

Key Topics

  • New Tax Developments
  • Protecting American From Tax Hikes Act (PATH Act)
  • Medicare Surtax on Net Investment Income
  • Health Insurance tax credit, other tax credits
  • Dividends, interest, and planning opportunities
  • Compensation issues, deferred plans, fringe benefits
  • Distributions from IRA's and other qualified plans
  • Gross income exclusions
  • Passive losses
  • Vacation homes, home offices, bad debts
  • Travel and entertainment
  • Depreciation and Amortization
  • Gain and loss recognition and basis rules
  • Property transactions — capital gain vs ordinary income
  • Self-employed health insurance, Alimony, and other adjustments to income
  • Itemized Deductions
  • Tax Computations and Tax Credits

Who Will Benefit?

  • CPAs working with clients or employers requiring up-to-date expertise in individual income taxation for the current tax season


PFP and Tax Section Members qualify for an additional 10% discount!

When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org

System Requirements

About the Authors

Wendy E. Kravit, CPA

Wendy Kravit, CPA, MBA started her career working for the Internal Revenue Service as a Revenue Agent. After spending a few years with the government, she left the Service and joined the faculty of Northern Illinois University where she taught federal taxation in both the undergraduate and graduate programs. She also operated a sole proprietorship in Northern Illinois where she specialized in tax and representation before the IRS. She sold her practice in Illinois and moved to Maryland in 2004 where she continues to teach and consult.

Ms. Kravit had been an active member of the Illinois CPA Society where she served on the Tax Executive Committee for many years. She was a steady member of the task force and occasionally the Chairman for the Annual Illinois CPA Society Federal Tax Conference. She has reviewed textbooks for publishers and she has written tax articles for various publications including the Tax Advisor.

Currently, Ms. Kravit is a former member of the AICPA's IRS Practice and Procedures Committee. Wendy is author of several continuing education tax courses for the AICPA.

About the Publisher


About the AICPA
The American Institute of CPAs (AICPA) is the world's largest member association representing the accounting profession, with more than 412,000 members in 144 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting. The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialty credentials for CPAs who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. Through a joint venture with the Chartered Institute of Management Accountants, it has established the Chartered Global Management Accountant designation, which sets a new standard for global recognition of management accounting.