2017 Fall Tax School Webinar: Investments - University of Illinois Tax School
Skip Navigation

Scroll down for webinar details! 2017 Fall Tax School Webinar: Investments

Note: The content covered in this live webinar is the same content that is taught at Fall Tax School.

With the significant increases in stock market values over the past few years, many taxpayers may experience a variety of income and gains to report. Although the consolidated Form 1099 is not new, there are multiple places on the form that report income and expenses. Some of which can be confusing. When is Form 8949 required and when can everything be reported on Schedule D? When must each transaction be listed separately on the Form 8949 and when can a summary be attached? When is a Form 6781 required and how is that income taxed?

Many tax professionals rarely deal with some investment-related activities such as reporting the sale of employer securities (ESOPs), and earnings on savings bonds. Although these activities are uncommon, it is important to know what to do when your client has these situations.

By attending this webinar, you will know what to look for and where to report it.

Note: New for 2017, you will access all webinars and digital downloads by logging into your Tax School account on this website.

Other Tax School webinars

Fall Tax School webinars feature audio instruction, plus a powerpoint presentation. Each course includes a set of materials that accompany the course presentation.

Dates:

  • Friday, December 8, 2017 from 10:00AM to 11:00AM Central Time
  • Tuesday, January 9, 2018 from 1:00PM to 2:00PM Central Time

Registration Fee: $25.00

CPE Credits: Up to 1.0 (0.75 for IL MCLE) based on attendance and completion of engagement activities.

CPE Filings Available: Illinois MCLE, CFP, IRS

Catherine Riddick Catherine Riddick has been associated with the Tax School since 2008 as an instructor and as a reviewer for the University of Illinois Federal Tax Workbook. She is a CPA and licensed attorney with nearly 25 years of experience in tax planning and preparation. She worked for one of the large CPA firms in the Chicago area for 10 years and has had her own CPA firm in LaGrange, Illinois for the past 15 years. Catherine received a bachelor's degree from Old Dominion University in Norfolk, Virginia and a law degree from Washington and Lee University in Lexington, Virginia.

We offer our webinars using the Webinato platform, which uses your web browser to deliver the content. The only thing that might need to be updated is the version of Flash you are running.

Please test your computer system using the instructions below before the webinar. If you fail to test your system in advance and experience problems, you may not be able to participate in the webinar. We cannot provide refunds because you experience technical problems the day of the webinar. When testing, use the computer you plan to use for participating in the webinar.

NOTE: We recommend using a desktop or laptop computer to attend the webinar rather than a tablet or mobile phone.

  • Make sure that the computer that you will use for the webinar is connected to the Internet with a broadband connection.
  • Make sure that you have functioning speakers or headset to take full advantage of the audio capabilities during the session (all instruction is provided vocally). If you don't want to use your computer speakers or headset, there is phone audio available. The dial-in number, Conference ID, and User ID for phone audio will be given to you once you enter the webinar session.

Testing Instructions

This test should take less than 5 minutes to complete.

On the computer you will be using for the webinar, go to the following web page:

www.webinato.com/conftest/

When the page loads, it will walk you through various tests. You will not need a webcam or microphone for the webinar.

If you encounter any problems testing your system, you can check the following resources:

Many of the pages above have a button that allows you to chat with Webinato support. Please contact Webinato through chat with all technical problems.

If your technical problems cannot be resolved, please call the Tax School office at 217-333-0502 for options regarding webinar attendance.

Note: New for 2017, you will access all webinars and digital downloads by logging into your Tax School account on this website.

Note: The content covered in this live webinar is the same content that is taught at Fall Tax School.

  1. Unusual items found on investment statements

    1. Consolidated Form 1099
    2. Form 1099-DIV
  2. Complete Schedule D and Form 8949 using information from Form 1099-B
  3. Below-market loans and how to report interest income from these loans
  4. Employer securities (ESOPs) and tax savings strategies

Learning Objectives: By attending this webinar, you will be able to:

  • Explain the appropriate treatment for unusual items found on the Consolidated Form 1099
  • Describe how to treat most items found on Form 1099-DIV
  • Complete Schedule D and Form 8949 using information contained on Form 1099-B
  • Identify types of below-market loans and apply rules for reporting the corresponding interest income
  • Advise clients about tax saving strategies related to employer stock ownership plans (ESOPs)
CPE credits Up to 1.0 based on attendance and completion of engagement activities
Field of Study (NASBA) Taxes (1.0)
IRS Categories Federal Tax (1)
CFP Taxation (1.0)
IL Insurance N/A
IL MCLE Taxation (0.75)

Please see our CPE FAQ for more information.


Delivery Method: Internet-Based Group

Program Level: Overview

Prerequisite(s): Professional experience in preparing tax returns and an understanding of basic tax rules and regulations.

Materials: Will be available in your Tax School account one week prior to the webinar.

Note: New for 2017, you will access all webinars and digital downloads by logging into your Tax School account on this website.

Last updated 10/18/2017 12:40:41 PM

Top