Staff Tax Training Individual: Beginning WEBCAST

Wednesday, January 26 8:00am - 3:30pm PST

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8.0 Credits

Member Price $289.00

Non-Member Price $389.00


Master the preparation of the individual income tax return! Understand the basics, with a focus on the law and compliance forms associated with Form 1040. An overview of the process for new preparers. A refresher for the more seasoned professional.


Emphasize form 1040 and the accompanying reporting schedules for a basic individual income tax return. Identify and be able to implement basic individual income tax planning ideas for clients. Familiarity with several source documents utilized in the preparation of an individual income tax return. Identify common errors made in the preparation of an individual income tax return and understand how to avoid the errors in the future.


Basic understanding of individual income taxation.

Designed For

New Tax Preparers and Experienced Staff seeking a refresher.


Identify all of the individual income tax series 1040 and basic schedules and know when each form is used. Identify the major individual income tax items that most taxpayers report each year. Be familiar with source documents and how to use these documents to complete form 1040. Calculate the income tax liabilities of individual taxpayers with common individual tax items. Be familiar with resources that are available to assist the practitioner in identifying and then resolving individual income tax questions. Reinforce concepts through the use of basic quick case studies.







Troy Lewis

“Troy Lewis is the Past Chair of the Tax Executive Committee of the American Institute of CPAs (AICPA) in Washington, DC. In this role, he has testified six times before the United States Senate Finance Committee and the House Committee on Small Business.  Mr. Lewis has been active with the AICPA and the Utah Association of CPAs, for over two decades serving in key leadership positions including the President of the UACPA. Mr. Lewis currently teaches accounting and tax at Brigham Young University in Provo, Utah. He is in practice as a Manager/Member at Lewis & Associates, CPAs, LLC in Draper, Utah. He also worked in public accounting at Arthur Andersen and for a community bank in St. George, Utah. He obtained his Masters of Accountancy and Bachelors of Science in Accountancy from Brigham Young University. He is also a Certified Public Accountant (CPA) and a Chartered Global Management Accountant (CGMA).”

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Non-Member Price $389.00

Member Price $289.00