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Choose CPE Format:

Live Webinar SELECT STARTING AT $219

Credits: 8

Qualifies For: IRS

$219

Upcoming webinars

December 22, 2016
09:00 am - 05:00 pm (EST)

Instructor(s): Dennis Benvie, MS, CPA

January 04, 2017
09:00 am - 05:00 pm (EST)

Instructor(s): Dennis Benvie, MS, CPA

January 17, 2017
09:00 am - 05:00 pm (EST)

Instructor(s): Dennis Benvie, MS, CPA

See More Upcoming Webinar Dates >

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  • It was an awesome course. I have recommended it to a couple of CPA friends.

    - A Surgent Customer

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Effective and Efficient Senior-Level Review of Individual Tax Returns (ERTW)

  • Customer Rating
    Not Yet Rated
  • Field of Study
    Taxes
  • Level
    Intermediate
  • Credits
    8
  • Qualifies for

    IRS CPE

Overview

Most review techniques developed by professionals are self-taught and fine-tuned via experience. Yet how does one start? The purpose of this course is to give both new and seasoned reviewers additional and advanced procedures via a multitude of checklists to more thoroughly review various tax returns. Its emphasis is not planning; rather, it is to develop a strategy to properly review a return effectively and thoroughly. Updated for impacts of the Protecting Americans Against Tax Hikes (PATH) Act of 2015.

Major Topics:

  • Review an error-prone "staff-prepared" Form 1040 from client-provided information
  • What are common errors preparers make and what are the areas generating malpractice claims
  • The importance of engagement letters, questionnaires, and §7216 permission statement
  • Initial administrative groundwork
  • Identifying organizing issues in the tax return to be reviewed
  • Avoiding “willful blindness”
  • Efficient review of certain advanced issues for income, adjustments, deductions, and credits
  • Effective procedures for delinquent clients, filing past-due tax returns
  • First-time client issues requiring extra scrutiny
  • Multiple checklists of efficient procedures to identify potential issues on a 1040 return
  • Listing of schedules for staff to prepare to make a review easier, including basis issues for 1040 clients

Learning Objectives

  • Expand the process involved in reviewing applicable tax returns
  • Identify the most common areas that result in errors
  • Document a review, including consideration of risk management

Who should take this course:

Designed for:

Senior-level staff new to the review process or experienced staff members looking to update and/or expand their review procedures

Prerequisite:

Experience in preparing Form 1040, reviewing diagnostics, and preparing workpapers

Advanced Preparation:

None

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