Mobile Edition

Preparing Complex 1040s (4171375B)

Date:Tuesday, December 19, 2017
Time:11:30AM - 7:00 PM
(Registration at 11:00AM)
Facility:Webcast or Webinar, Online
CPE Credit:8.0 Technical Business
Instructor: Don P. Cochran
Vendor:California CPA Education Foundation
Course Level:Intermediate
Early Bird Price:$245.00 FICPA Members, $365.00 Non-Members


For many practitioners and clients, tax simplification is only a dream. Learn how to get a handle of the most complex individual income tax preparation problems, including tax-deferred exchanges, passive losses, AMT and carryback benefits.

  • Identify and solve complex 1040 problems.
  • Determine proper presentation strategies.
  • Identify appropriate disclosures to avoid penalties.
  • Determine and create opportunities for tax reduction.
  • Recognize how to calculate NOLs for regular tax and Alternative Minimum Tax.

Major Topics:
  • New tax legislation
  • Passive losses: Tracking and triggering
  • Limited losses from lack of at-risk basis
  • Alternative Minimum Tax
  • Minimum tax credit
  • Net investment income tax
  • Tax-deferred exchanges
  • At-risk rules

Who Should Attend:

CPAs with experience preparing Form 1040s who want to become experts.

Two or more years of experience preparing Form 1040.

Advanced Preparation:


If listed below, select the appropriate sessions or options to continue with your purchase.

Registration Status: CLOSED - Online registration for this course is now closed. Please contact the Member Service Center at (800) 342-3197 if you wish to inquire about registering.