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Reviewing Individual Tax Returns: What Are You Missing?

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4.00 Credits

Member Price $139.00

Non-Member Price $169.00

Overview

Catch errors on individual returns.

The sheer volume of individual tax returns requiring preparation can create a work environment that invariably leads to errors or omissions. A trained eye can spot mistakes.

A case-based approach to learning return review

Four case studies focus on issues that individual return preparers and reviewers will frequently encounter in their practice:

  • Section 199A (qualified business income deduction)
  • Home office deduction
  • Rental properties
  • Hobby losses
  • Hiring of spouses
  • Depreciation, including bonus depreciation
  • Section 179 issues
  • Organization and startup costs
  • Temporary senior deduction
  • State and local tax deduction

    In-course application

    Learners get access to four 2025 individual returns and try their hand at reviewing them for:
  • Errors
  • Areas for improvement
  • Opportunities to educate or advise the client

    Developed with H.R. 1, commonly referred to as OBBBA, in mind, these returns are designed to provoke planning ideas for the modern client.

  • Non-Member Price $169.00

    Member Price $139.00