Reviewing Individual Tax Returns
2.0 Credits
Member Price $89.00
Non-Member Price $109.00
Overview
Catch errors on individual returns
The sheer volume of individual tax returns requiring preparation can create a work environment that invariably leads to errors or omissions. A trained eye can spot mistakes.
A case-based approach to learning return review
Two case studies focus on issues that individual return preparers and reviewers will frequently encounter in their practice:
In-course application
Learners get access to two 2025 individual returns to review for:
Developed with H.R. 1, commonly referred to as OBBBA, in mind, these returns are designed to provoke planning ideas for the modern client.
Highlights
Prerequisites
Basic knowledge of individual income taxation
Designed For
CPAs working with clients requiring up-to-date expertise in individual income taxation for the current tax season
Objectives
- Determine the proper tax treatment for certain rental property activities.
- Distinguish between hobbies and businesses.
- Determine the proper tax treatment for various startup costs by a new business.
- Identify the warning signs that a client might have unreported income.
Non-Member Price $109.00
Member Price $89.00