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From Trial Balance to Tax Return: A Boot Camp for Business Returns Webinar

January 11, 2024 @ 9:00 am - January 12, 2024 @ 5:00 pm CST

$500 – $560

Product Description

Lecture presentation plus accompany power point slides. This course is designed to instruct the student how to take a completed trial balance, determine missing items and additional basic needs to prepare Form 1120, 1120S or 1065. It will address adjusting entries, book-to-tax adjustments and taxable versus non-taxable items. It will then explain how to enter the information on the tax forms, while illustrating completed forms and individual specific requirements of each filing format. It will also explain flow-through item concepts, basis and capital accounts. At the conclusion the student will be able to complete a basic business tax return for a corporation or flow through entity.

Course Objectives

This course is designed to walk the student from raw client records, through determining missing and incorrect information and completing basic C corporation, S Corporation and partnership tax returns. We will illustrate book-to-tax adjustments in the equity section of the tax returns, distributions, basis, and capital accounts, as well as AAA, OAA and similar equity accounts.

Tickets

The numbers below include tickets for this event already in your cart. Clicking "Get Tickets" will allow you to edit any existing attendee information as well as change ticket quantities.
From Trial Balance to Tax Return - Member Registration
$ 500.00
Unlimited
From Trial Balance to Tax Return - Non-Member Registration
$ 560.00
Unlimited

Details

Start:
January 11, 2024 @ 9:00 am CST
End:
January 12, 2024 @ 5:00 pm CST
Cost:
$500 – $560
Event Categories:
,

Venue

Zoom
IL United States
View Venue Website

Organizer

IAAI
Phone:
800-222-2270
Email:
illinoisaccountants@gmail.com
View Organizer Website

Speakers

Terry Bakker
Bio:
Mauricio Martniez
Bio:

Mauricio is an Enrolled Agent with a practice in Longmont, Colorado. He holds a degree in Accounting from San Jose State University. He discovered his passion for teaching when he was asked to teach a soft skills class at the San Jose Job Corps Center where he worked as an Accounting Supervisor. Soon thereafter he left his job as an accountant to become a full time certificated vocational instructor teaching Computerized Accounting to high-risk youth and young adults. He would later go on to write, teach and record his own live and online courses. In 2015 he founded Hawkins & Martinez, EA’s, LLC with his very good friend and mentor, David Hawkins. Mauricio has been married 31 years and is the proud father of six loving children.

Other

CPE Hours
16 Federal Tax Topics & Updates/16.0 CPE Credit Tax
Level
Intermediate
Field of Study
Tax

Commercial Members