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CPE Self-Study
1040 Tax Return Workshop
NASBA FIELD OF STUDY
Taxes
LEVEL
Intermediate
CPE CREDITS
Text + Video: 34.5, Text: 28.0, Online: 24.0, Video: 6.5
How to apply the latest changes when preparing federal income tax returns, plus tips on advising individual clients on new developments and tax-saving ideas.

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

CPE On-Demand
AICPA’s online CPE courses will operate in a variety of configurations, but only the configuration described below is supported by our technicians.

A stable and continuous internet connection is required
In order to record your completion of the online learning courses, please ensure you are connected to the internet at all times while taking the course. It is your responsibility to validate that CPE certificate(s) are available within your My Account after successfully completing the course and/or exam. Please contact us at 1.888.777.7077 or service@aicpa.org with any questions or concerns related to your CPE certificate(s).

Supported Operating Systems:

  • Macintosh OS X 10.10 to present
  • Windows 7 to present

Supported Browsers:

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  • Microsoft Internet Explorer
  • Mozilla Firefox

Required Browser Plug-ins:

Note: Your course will be accessible immediately after completing your purchase. Access instructions will be shown on the Order Confirmation Screen and included in your Order Confirmation Email, or click My Account at the top of the page, select My Purchases and then My Online Learning tab.

Technical Support: Please contact service@aicpa.org or use the Contact Us Form.

Product details

Individual tax returns – from soup to nuts

Who Will Benefit?

  • CPAs who need up-to-date expertise in individual income taxation for the upcoming tax season

Key Topics

  • The Tax Cuts and Jobs Act of 2017 and new developments
  • Health insurance tax credit and other tax credits
  • Dividends, interest and planning opportunities
  • Compensation issues, deferred plans and fringe benefits
  • Distributions from IRAs and other qualified plans
  • Gross income exclusions
  • Passive losses
  • Vacation homes, home offices and 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

Learning Objectives

  • Learn the various aspects of filing individual taxes, including requirements, tax rates, deductions, credits and retirement.
  • Apply the latest tax reform changes when preparing federal income tax returns.
  • Advise clients on new developments and tax-saving ideas for individuals.

Make sure you are armed with the latest tax changes and legislative guidance. Our self-paced CPE helps you guide your clients in the constantly changing landscape of individual income taxation.

We'll also cover frequently used principles and a wealth of tax-planning tips and strategies you can use all year long.

Get your tax return training from the industry's best.

1040 Tax Return Workshop provides the latest practical insights from nationally recognized tax experts.

You can be confident in the update you receive and the guidance on how to apply the changes.

Ratings and reviews
Author(s)

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.

Publisher

American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 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 specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

The AICPA and CIMA also make up the Association of International Certified Professional Accountants (the Association), which represents public and management accounting globally, advocating on behalf the public interest and advancing the quality, competency and employability of CPAs, CGMAs and other accounting and finance professionals worldwide.

The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.

Price:
$369.00
Member Quantity:
Nonmember Quantity:
Quantity:
Estimated total:
$369.00
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CREDIT INFO
CPE credits
Text + Video
: 34.5,
Text
: 28.0,
Online
: 24.0,
Video
: 6.5
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Knowledge of individual income taxation and Form 1040 preparation
ADVANCE PREPARATION
None
Delivery Method
QAS Self-Study
Course acronym
IITW
GROUP PRICING
Contact a representative for group pricing.
Telephone: 800.634.6780 (Option 1)
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