January 18, 2021 8:00am – 11:30am Map & Directions 602-252-4144

Reviewing Partnership Tax Returns: What Are You Missing? (8-11:30)

Description

The partnership section of the Internal Revenue Code is arguably one of the most difficult sections to comprehend. That complexity, and the reliability of tax software to properly handle it, can create many issues for you and your staff when processing you client's LLC and partnership tax returns.

Join us as we discuss the common errors practitioners make on partnership tax returns that are often missed by review staff. The intent is to sharpen skills for reviewers by examining case studies and discussing issues where additional information from the client may be warranted and areas of tax law where proper treatment requires additional analysis and information.

Multiple issues will be discussed including income, deductions, K-1 reporting and more. This course follows a highly illustrative case study format to increase participant comprehension and retention.

Location

ASCPA Learning Center
4801 E Washington St Ste 180
Phoenix, AZ 85034-2040

Registration Time

7:30am

Fees

Member:
$160
Non-CPA Staff:
$210
Non-CPA Staff (100% club):
$160
Non-CPA Staff (sole proprietor):
$160
Non-Member:
$210
Phoenix
Taxation
4

Objectives

  • Identify common mistakes made on partnership tax returns.
  • Determine strategies to avoid making mistakes on partnership tax returns.

Course Level

Intermediate

Vendor

AICPA More With This Vendor

Designed For

CPAs working with clients requiring up-to-date expertise in partnership taxation for the current tax season

Prerequisites

Basic knowledge of partnership income taxation.

Event Leaders

Peters, David

Rating: 4.85


David Peters is the Founder and Owner of David Peters Financial Group and Peters Tax Preparation & Consulting, PC. Peters has over fourteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. Peters was the first-ever Chief Financial Officer at Compare.com - a position he held for more than three years.

Currently, Peters is a National Instructor for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. Peters holds four masters degrees, and is pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. Peters was also a co-author of the 2018 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.


More With Peters, David

Highlights

  • Form 1065.
  • Schedules K and K-1.
  • Schedules M-1 and M-2.
  • Form 4562.
  • Form 4797.
  • .and More.

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