×

Web Events

Working Paper Documentation

DeliveryType:  Video Webcast
    Select Date & Time:
  • $99.00-$129.00
    Working Paper Documentation 10:00 am - 12:00 pm ET Product #: VTSEWPD18003
    Add to Calendar 07/20/2018 10:00:00 07/20/2018 12:00:00 America/New_York AICPA Webcast: Working Paper Documentation
    In this webcast you will learn to interpret document tax return information, correctly organize workpapers and learn which are appropriate for specific tax situations.
    Register at http://www.aicpastore.com/*//PRD~PC-VTSEWPD/PC-VTSEWPD.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $99.00
    Non-Member: $129.00
  • $99.00-$129.00
    Working Paper Documentation 02:00 pm - 04:00 pm ET Product #: VTSEWPD18004
    Add to Calendar 08/21/2018 14:00:00 08/21/2018 16:00:00 America/New_York AICPA Webcast: Working Paper Documentation
    In this webcast you will learn to interpret document tax return information, correctly organize workpapers and learn which are appropriate for specific tax situations.
    Register at http://www.aicpastore.com/*//PRD~PC-VTSEWPD/PC-VTSEWPD.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $99.00
    Non-Member: $129.00

This webcast is part of the Tax Staff Essentials program.

Workpapers support the creation of a tax return. Firms must provide proper data for their work, through accurate documentation of the position taken on a return and by providing authoritative support for it. This documentation not only impacts the preparer, but is required by the IRS to complete a proper audit of the return.

Learning Objectives

When you complete this webcast, you will be able to:

  • Interpret document tax return information and correctly organize workpapers.
  • Know which workpapers are appropriate for specific tax situations.
  • Understand how to prepare an Accrual to Cash Conversion Workpaper.
  • Execute efficient and meaningful research within tax online services.

Topics Discussed

  • Source of data for tax adjustments from books
  • Authority documentation
  • Case studies - good and bad workpapers

Important Information on Your CPE Credit

Discounts

Group Viewing Option

Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Enter the number of attendees in the quantity box above.

Number of Attendees Non-Member Member

1 - 4

$129 $99

5 - 9

$115 $89

10 - 20

$109 $85

21 +

$105 $79

Your order confirmation will include an instruction document for group viewing and earning CPE credit (please review prior to the start of the event) and information on how to access the webcast.

Speaker Bio

J. William Harden, Ph.D., CPA, ChFC
University of NC Greensboro / Greensboro, NC

Bill is an Associate Professor in the Bryan School of Business and Economics at UNC Greensboro where he teaches tax courses on flow-through entities, individual and corporate tax, tax research, IRS practices and ethics. Bill has over twenty years of experience in taxation. He began his public accounting career in 1990 in the Dallas office of one of the Big Six accounting firms. In addition to his university teaching, Bill consults on tax and financial planning issues and maintains a sole practice in North Carolina, focusing on taxation and financial consulting for small businesses and individuals.

Bill has testified before the House Ways and Means Oversight Sub-Committee on internet taxation issues. He was the recipient of a Lybrand Certificate of Merit in 2002. Bill has been involved in CPE instruction for over a decade. He was the author of the AICPA’s tax update courses from 2007 through 2012 and received AICPA instructor awards in 2011, 2012 and 2013. Bill also received NCACPA outstanding instructor awards in 2009, 2010 and 2011.

Bill has authored over 30 publications in tax accounting and financial planning journals, including the Journal of Financial Service Professionals, Strategic Finance, National Tax Journal, Journal of Business Finance and Accounting, Tax Notes, Tax Advisor, Journal of the American Society of CLU and ChFC. Mr. Harden is currently a member of the American Accounting Association, the American Taxation Association, the National Tax Association, the AICPA, and the North Carolina Association of CPAs. He is a past board member of the Piedmont Chapter of the NCACPA.

System Requirements