Events Calendar Courses

Home / Professional Development / Courses

Streamlined Tax Staff Training-Individual (K-STSI/22)

Loading Events

« All Events

  • This event has passed.

Streamlined Tax Staff Training-Individual (K-STSI/22)

Member Price $279
Non-Member Price $379
If you are a member, please login to activate member pricing.

November 1, 2022 @ 8:45 am

Event Description

Essential knowledge for the new income tax return preparer presented in an information-packed day of practical instruction. Return preparation techniques are illustrated using real practice situations culled from hundreds of “tax organizers” and thousands of client questions. This program is a great jump start for the career of the new accountant.

Designed For

New tax staff members who need orientation to individual tax return preparation issues.


Participants will be able to: Identify tax issues and when to ask for help Interpret client information-real estate closing statements, Forms 1099R, Forms 1099 from mutual funds, and Forms 1099B from brokers to properly classify and report transactions Analyze supporting documents for tax information Prepare Forms 1040, 4562, 4797, 6251, and others efficiently (with or without a computer) Use IRS publications and information at to answer tax questions efficiently Be a productive member of the tax team, communicating clearly with a return reviewer

Major Subjects

Identifying, summarizing, and classifying income and deductible expenses Qualified business income deduction added by the Tax Cuts and Jobs Act Depreciation, cost recovery, and recapture Passive losses Interest tracing Trade or business expenses Capital gains and losses Alternative minimum taxation Procedures to minimize errors and simplify review Finding answers to tax questions quickly and correctly


November 1, 2022
8:45 am


Credit Hours
Max Registrations
Course Level
Course Type