K-1 to 1040 Update

$145.00

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K-1 to 1040 Update

On-Demand Webinar — Available now

Price: $145

Presented by:

The TCJA brought even more complexity to passthrough entity returns and getting the information on to the individual’s Form 1040. This course will cover law and form changes you need to prepare accurate K-1s.

  • Look at proposed changes to 2021 Partner’s Share Forms and Draft Forms K-2 and K-3
  • Understand the rules and process of basis reporting
  • Dig into proper reporting of QBI, including two presentations of Box 20, Code Z
  • Grasp the complexities of passthrough business interest limitations
  • Uncover information hidden in footnotes
  • Find out limitations with presentation on the individual’s 1040
  • Review three case studies:
    • Real estate partnership;
    • Acquisition and sale of PTP; and
    • Delaware Statutory Trust investment.
CPA 3 Tax
EA 3 Federal Tax
CRTP (CTEC) 3 Federal Tax
Attorney 2.5 General MCLE/Tax Specialization

Course level: Intermediate
General tax preparation knowledge is required.

ATTENTION CRTPs (CTEC): In order for your courses to be reported in the registration period ending Sunday, October 31, 2021, your exam must be submitted no later than 11:59 p.m. Pacific Time on Sunday, October 31, 2021. Any exams submitted before 4:00 p.m. Pacific Time on Friday, October 29 will be reported the same day. Any courses completed after that time will not be reported until Monday, November 1, 2021.

Webinar speaker:

Claudia Hill, EA, MBA

Claudia Hill is an Enrolled Agent, nationally recognized tax professional and frequent lecturer on taxation of individuals, tax planning, and representation before the IRS. She is editor-in-chief of the CCH, Inc. Journal of Tax Practice & Procedure and a frequent presenter for Enrolled Agents, CPAs, and other tax-related organizations including the IRS. She also presents Spidell webinars and has spoken at Spidell’s Summer Tax Seminar. Claudia coordinates a “dream team of tax controversy advisors” for the IRS Watch blog on Forbes.com. She has served many years as a special advisor to NAEA Government Relations Committee, is a NTPI Fellow, and was named by Tax Analysts as a 2011 Person of the Year. As an industry and taxpayer advocate, Claudia has testified before the Senate Finance Committee, House Ways & Means Committee, Treasury Department, and President’s Tax Reform Panel. She continues to maintain an active tax practice in Cupertino, California.

You must have computer speakers to listen to this webinar.

Webinar features:

  • 3 hours of CPE for one attendee
  • Access to recording to watch at your convenience
  • PDFs of reference manual and PowerPoint slides
  • Add CPE for only $25 per additional attendee. Please contact our customer service department to register for additional CPE at (714) 776-7850.

Learn about Spidell’s webinars.

Prefer to order via phone?

Give us a call at (714) 776-7850 from 7:00 a.m. to 5:00 p.m. PT. Our friendly customer service representatives are available to assist you.

Guarantee of excellence

Your satisfaction is our priority. If you are not completely satisfied with this course in any way, we will provide you with a full refund.

This webinar is designed to meet the requirements for the specified number of hours of continuing education. This webinar has been designed to meet the requirements of the IRS Return Preparer Office; including sections 10.6 and 10.9 of Department of Treasury’s Circular No. 230 (Provider No. CRA7E); the California State Board of Accountancy; the California Bar Association; and the California Tax Education Council. This does not constitute an endorsement by these groups. The state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. For more information regarding administrative policies such as complaints or refunds, contact Spidell Publishing at 714-776-7850. Spidell Publishing, Inc. has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA 95812-2890, or by phone at 877-850-2832, or on the internet at www.CTEC.org.

Spidell Publishing, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. This webinar is designed to meet the requirements for 3 hours of continuing education for the California Board of Accountancy. Level: Intermediate. Field of Study: Taxes. Delivery method: Self-Study. For more information regarding administrative policies, such as complaints or refunds, contact Spidell Publishing at (714) 776-7850. General tax preparation knowledge is required.

Spidell Hours

CPA
Tax 3
EA
Fed Tax 3
CRTP
Fed Tax 3
Attorney
General MCLE/Tax Specialization 2.5

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