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.
Fall Tax School webinars feature audio instruction, plus a powerpoint presentation. Each course includes a set of materials that accompany the course presentation.
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 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.
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:
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.
Learning Objectives: By attending this webinar, you will be able to:
|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)|
|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.
Last updated 10/18/2017 12:40:41 PM