January 14, 2019 8:00am – 3:30pm Map & Directions 602-252-4144

Preparing Individual Tax Returns For New Staff And Para-Professionals

Online registrations are currently closed, please call (602) 324-6847 for additional registration options


The objective of this course is to train new staff accountants, data
processing employees, para-professionals, and bookkeepers to
prepare a complicated federal individual income tax return. Over the
years, thousands of new staff have received practical, hands-on
experience to become familiar with tax forms. This course covers the
latest tax law changes, making it essential for your new staff.
Updated for impacts of newly enacted legislation.


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

Registration Time





Non-CPA Staff


Non-CPA Staff (100% club)


Non-CPA Staff (sole proprietor)






 Learn complicated issues of filing status and dependency
 Learn about Schedules A, B, C, D, E, and SE; Forms 2106, 4797,
and 4562; passive rules and more
 Complete comprehensive problems related to Schedules A, C, and
D; Forms 2106, 4797, 6251, and more, all with "filled-in" forms
 Learn about IRA contributions, self-employed retirement plans,
child-care credits, and the adoption tax credit

Course Level



Surgent McCoy CPE, LLC More With This Vendor

Designed For

New staff and para-professionals who prepare
individual returns



Event Leaders

Frost, Michael A.

Rating: 4.75

Mike Frost, CPA, EA is an associate and shareholder of MDA Professional Group, P.C. and has been with the Albertville office since 1989. Currently a tax partner, Mike specializes in all areas of income tax and small business consulting including but not limited to: Business and individual income tax preparation and planning, estate and retirement planning, estate, gift, and trust tax preparation, small business consulting, Medicare planning and other elder care, audit representation, religious groups and clergy.

Mike has conducted CPE engagements and seminars for the Alabama Society of Enrolled Agents and the Childcare Resource Network of Alabama and is an instructor for the Alabama Society of Certified Public Accountants. Mike has served as technical advisor for tax articles for the Sand Mountain Reporter newspaper, and has been a regular on the public speaking circuit. Mike also conducts in-house training in all areas of income tax for his firm.

Mike graduated with "high honors and distinction" from Jacksonville State University with a major in accounting and a minor in finance and a 4.0 GPA. He is a member of the American Institute of Certified Public Accountants, the Alabama Society of Certified Public Accountants, the National Association of Enrolled Agents, the Alabama Association of Enrolled Agents, and the Accountants Global Network, International. In addition, he is a graduate of the Tax Planning and Advising for Closely Held Businesses Certificate of Educational Achievement Program sponsored by the AICPA.

Mike is an ordained minister and pastor. He enjoys music, and is a vocalist in a local Christian band. He is also active in his community as an Albertville Rotarian. Mike resides in Albertville, Alabama with his wife, Kay, and two children, Dylan and Sarah.

More With Frost, Michael A.


 Preparation of various Form 1040 individual tax returns and
schedules; provided answers include "filled-in" forms
 Due diligence requirements for the Child Credit and American
Opportunity Credit
 Tax filing status - Rules for filing status and planning opportunities
and pitfalls
 Dividends and interest - Ordinary, return of capital, and capital
gain distribution dividends; tax-exempt interest, original issue
discount, etc.
 Security transactions - From Form 1099-B to Form 8949 to
Schedule D, plus mutual fund sales and related basis issues
 Self-employed person issues
 Schedule C deductions including depreciation
 Sale and exchange of property - Understanding Form 4797 and
depreciation recapture; capital gains
 A working understanding of passive losses - How to handle rental
property and how the passive loss rules flow to the tax forms
 Itemized deductions - A thorough understanding of what's
deductible and what's not
 Interest deductions - Limitations and timing problems
 Retirement contributions and education credits and deductions
 Tax computation - The Kiddie Tax, AMT, regular tax, tax credits
 Individual problems illustrating form preparation for various items,
with numerous "practice tips"
 Impact of recent legislation and forms changes on the 1040


Other Credit: EA

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