Getting Ready for Busy Season: New IRS Forms and Compliance Requirements

Karen E. Davis, EA, MBA, Ph.D., Lance Weiss, CPA, CVA, Michael J. Tucker, JD, CPA (moderator)
  • 3
  • Intermediate
  • Federal Tax Law

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Overview

Getting ready for busy season involves knowing the new tax rules for 2017 and also how those new rules impact IRS tax forms for 2017. This course provides tax return preparers with an up-to-date review of important new tax forms, IRS revisions to tax forms reflecting 2017 developments, and tax form filing issues and deadlines.

Major Topics:

  • New IRS forms and instructions that impact most clients for the 2017 tax year
  • Changes in key tax forms for 2017
  • Key new tax developments that impact 2017 income tax returns

Learning Objectives

  • Understand changes in IRS tax forms that tax preparers will commonly use to prepare 2017 income tax returns
  • Understand any new tax forms that the IRS has introduced first for 2017 tax returns

Any tax practitioner preparing or reviewing income tax returns for 2017

Familiarity with individual income tax rules for 2017

None

Yes

Yes

Varies by state. Click here for details