Tax Institute

Form 1040 Workshop

in coordination with the Annual Federal and State Tax Institute

IRS approved for CEU's

Programs include continental breakfast, breaks and lunch

Program Cost: $217 (Class size is limited)


Even the most seasoned tax professional will benefit from reviewing the basic elements of this important form.

The 1040 is the most important form in the IRS inventory and all tax professionals should constantly review the form for any changes and also to refresh the basics. Mark Burch and Will Wallace will guise you step by step and provide case studies and context on various items throughout the 1040.

Our 1040 Workshop is exactly what you need for your office.

This workshop will train your office staff and seasonal tax preparers to prepare taxes for individuals and small businesses covering Federal and Nebraska State Taxation.

This is a traditional instructor-led classroom course taught by seasoned tax professional:
Mark Burch, Enrolled Agent
Will Wallace, Enrolled Agent

Two Dates / Two Locations

Important: Choice of Locations - We are offering the 1040 Workshop on two separate dates and locations.

When: January 5, 2018 – Friday - Lincoln
Where: College of Business (on campus) Howard L. Hawks Hall, 14th and Vine Streets
Time: 8:30 am check in and class begins at 9:00 am and ends at 4:30 pm
CEUs: IRS, CPA, EA
Food: Continental breakfast at 8:00 am, morning and afternoon breaks and Noon Lunch includes
Parking: Complimentary Parking in Enclosed UNL
Registration Cost: $217.00

When: January 22, 2018 – Monday – Kearney
Where: Kearney, NE – Holiday In Convention Center, 110 S. Ave
Time: 8:30 am check in and class begins at 9:00 am and ends at 4:30 pm
CEUs: IRS, CPA, EA
Food: Continental breakfast at 8:00 am, morning and afternoon breaks and Noon Lunch includes
Registration Cost: $217.00


Description:
The Form 1040 is the starting form for personal/individual Federal income tax returns filed with the IRS in the United States. Form 1040 consists of two full pages, plus up to 11 attachments called "schedules".

The Form 1040 Workshop is designed for persons with limited experience in the tax field or those with experience who wish to get a more thorough training in all pertinent phases of federal income tax preparation for individuals.

Practical applications and illustrations are used to systematically explore tax deferral, reduction, and elimination opportunities accompanying return preparation.

Upon successful completion of the Form 1040 Workshop, practitioner will be able to:
• Use knowledge of the I.R.S. tax code to prepare individual federal tax returns.
• Identify and apply appropriate exclusions on an individual tax return.
• Identify and apply savings determined by legitimate tax deductions, credits, and depreciation.
• Understand and apply knowledge to calculate tax owed on individual returns.
• Income, such as employee compensation, interest, dividends, alimony, retirement distributions, unemployment compensation, Social Security benefits, and other income.
• Capital gains and losses.
• Adjustments to income, such as moving expenses, the IRA deduction, and education benefits.

Questions: contact Virginia via email virginia@unl.edu or phone at 402-472-9334 or 402-525-7676.

Contact

Uzendoski, Virginia
Senior Assistant Director of Programs and Operations
CoB 201 F
P.O. Box 880405
Lincoln, NE 68588-0405
Mailing Address
University of Nebraska–Lincoln
Dean's Office
P.O. Box 880405
Lincoln, NE 68588-0405
Shipping Address
University of Nebraska–Lincoln
Dean's Office
CoB 301
Lincoln, NE 68588-0405