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Webcast Acronym: SCHA-TU (2014)



Webcast Title: Schedule A – Form 1040 - Tax Update – Going Beyond IRS Audits


Recommended

CPE Hours: 2 CPE Credit Hours.


Highlights:


Come join Larry Stein as he discusses new developments, trends, and techniques relating to Schedule A – Form 1040 – Itemized Deductions. Larry will update you on Qualified Residence Interest and Charitable Contribution developments. IRS Audits of Schedule A will also be covered. IRS Form 2106 – Unreimbursed Employee Business Expenses will be covered. Larry will also review Investment Interest, Medical Deductions, Taxes, and Miscellaneous Itemized Deductions.


Learning Objectives:


Upon the successful completion of this webcast, the participants will be able to:


  1. Explain the deduction elements for Qualified Residence Interest (QRI).


  1. Explain the documentation requirements for cash charitable contributions.


  1. Explain the “qualified appraisal” rules for non-cash charitable contributions.


  1. Explain selected miscellaneous itemized deductions.


Major Topics:


  • Qualified Residence Interest – Qualifying Debt, Qualifying Residence, Computing Deductions, And Points.


  • Investment Interest.


  • Charitable Contributions – Documentation, Recordkeeping, Qualified Appraisals – Noncash Charitable Contributions.


  • Unreimbursed Employee Business Expenses – IRS Form 2106.


  • Medical And Dental Expenses – Medical Care, Who Is Covered, Qualified Long-Term Care Insurance Contracts, And The New 10% Of AGI Threshold.


  • Taxes You Can And Cannot Deduct.

  • Non-Business Casualty And Theft Losses.


  • Income In The Respect Of A Decedent And The Estate Tax Deduction – IRC 691(c).


  • Miscellaneous Itemized Deductions.



Designed For: CPAs with at least six (6) years of experience. You must have a basic knowledge of federal taxation.


NASBA Fields Of Study: Taxes.

Level: Intermediate.

Presentation Method: Live Webcast Lecture With Questions And Answers.

Recommended CPE Credit Hours: 2 CPE credit hours.

Advanced Preparation: Basic knowledge of federal taxation.



Texas Registration: 009838


“I have registered with the Texas State Board of Public Accountancy as a CPE sponsor. This registration does not constitute an endorsement by the Board as to the quality of my CPE program.”




Larry Stein CPE Live Webinars
ID# 109111
Lawrence J Stein
9620 NW 82nd Street
Tamarac, FL 33321
Phone: 954.721.5588
Group Internet-Based



Larry Stein CPE Live Webinars 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org




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