Getting Ready for Busy Season: New IRS Forms and Compliance Requirements (RDBS)

Lance Weiss, CPA, CVA, Julie A. Welch, CPA, CFP, Karen E. Davis, EA, MBA, Ph.D., Michael J. Tucker, CPA, LL.M. (moderator)
  • 3
  • Intermediate
  • Taxes

3-hr. course: $89; 4-hr. course: $129
Volume Discounts:Click here for details.

Overview

Getting ready for busy season involves not only knowing the new tax rules for 2016, but also knowing how those new rules impact the IRS tax forms for 2016. This course provides tax return preparers with an up-to-date review of important new tax forms, an overview of IRS revisions to tax forms reflecting 2016 developments, and tax form filing issues and deadlines.  

Major Topics:

  • New IRS forms and instructions for the 2016 tax year that impact most clients
  • Changes in key tax forms for 2016
  • Key new tax developments and how they impact 2016 tax forms 

Learning Objectives

  • Understand changes in IRS tax forms that tax preparers will commonly use to prepare 2016 income tax returns
  • Understand any new tax forms that the IRS has introduced first for 2016 tax returns 

Any tax practitioner preparing or reviewing income tax returns for 2016

Familiarity with individual income tax rules for 2016

None

Yes

Yes

Varies by state. Click here for details