1040 Workshop 2023  #496623-2

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Course Description
Course publication/revision date: This course was updated on 1/28/2023 (covers 2023 tax year).
NOTE: THIS COURSE DOES NOT CURRENTLY CARRY ENROLLED AGENT OR OTHER TAX RETURN PREPARER CE. A NEW VERSION OF THE COURSE THAT CARRIES EA/OTRP CE WILL BE AVAILABLE IN LATE JANUARY, 2024.
Designed to make the practitioner comfortable with “high traffic” issues, this program enables participants to discuss and handle individual tax essentials. The course examines and explains the practical aspects of return preparation and individual planning, bridging the gap between theory and application. Significant new developments are summarized with an emphasis on tax savings ideas. Practical applications and illustrations are used to systematically explore tax deferral, reduction, and elimination opportunities accompanying return preparation. For example, the analysis of gross income is discussed together with income splitting techniques; property transactions are examined alongside like-kind exchanges and involuntary conversions. The result is an extraordinary blend of the latest developments affecting individual returns and their related planning ideas.

Course, Credit, Sponsor Information  
Open link (above): Course Details, Learning Objectives, and Table of Contents.
Author: Danny Santucci, J.D.
Subject Area: CFP Board, NAPFA, NASBA (CPA): Taxes.

Course Format Options
If you purchase the "Online Book and Online Exam" option of a course, you get anytime access to the online course (in PDF) and the online exam. Both can be printed.
If you purchase the "Hardcopy Book and Online Exam" option, you get online access to the course-PDF and exam, PLUS we send you a printed copy of the course-book,via USPS.

How To Register Online
1. Enter Quantity 
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3. Click Add to Cart
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5. If prompted, login (or Create an Account).
6. Return to "My Account" to view your course and online exam.

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