Individual Tax Compliance | 4182266A

Date :
January 11, 2019 — January 18, 2019 8:30 AM - 4:30 PM
Location :
San Jose Area
Facility :
Lucas Business Complex- Silicon Valley Site
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Level of Difficulty :
Basic
Member Price :
590.00
Nonmember Price :
800.00
CPE Credits :
CPE 16.00, IRS-TX 16.00, CTEC-TX 16.00
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Learn the fundamentals of basic federal income tax compliance, from effective information gathering to filing the return. Focus on the practical aspects of return preparation, analysis of the individual Form 1040 and significant new tax law developments.

In this two-day workshop, attendees will work through key items of Form 1040, including explanations of rules and required calculations. This course is offered in conjunction with the San Jose State University's MST Program. A networking lunch is provided both days.

Materials are provided as an ebook for this course.

Objectives:

  • Identify the most common preparation issues related to individual income tax returns.
  • Determine the best ways to complete IRS tax form 1040.
  • Determine the tools and requirements that help support ethical tax compliance and data security.
  • Identify he right questions during the information gathering process.

Major Subjects:

  • Day 1:
    • Record keeping and the preparer/client relationship.
    • Engagement letters and rules of conduct
    • Software tools
  • Day 2:
    • Proper tax compliance considerations including review procedures and required disclosures
    • Key California adjustments

Advanced Prep:

None.

Misc. Information:

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Level of Difficulty:
Basic
Field of Interest:
Taxes
Prerequisites:

None.

Designed For:

CPAs, accounting and tax practitioners.

Instructors

David John Neighbors, CPA

David Neighbors is a principal in charge of CliftonLarsonAllen LLP’s Bay Area tax practice. He has over 30 years of business experience in Silicon Valley specializing in corporate and individual tax compliance and planning, with experience in compensation planning, start-up and emerging growth issues, mergers and acquisitions, accounting for income taxes, research credits and stock option planning. Prior to joining CLA, Neighbors was with KPMG and Ernst & Young in San Jose. He works with high net worth individuals, closely-held businesses, partnerships, limited liability companies, nonprofit organizations and fiduciaries.

Neighbors is a member of CalCPA and the AICPA, and is past president of the Silicon Valley/San Jose chapter of CalCPA. He served as an elected member of the governing board of the Berryessa Union School District, is on the board of the Spartan Foundation; the board of trustees of the Foundation for Hispanic Education, and on the Beta Alpha Psi scholarship committee at San Jose State University. He has served as an appointed member of the East Side Union High School District’s audit committee and a member of the boards of the Big Brothers and Sisters of Santa Clara County and Alum Rock Counseling Center. He regularly volunteers helping local nonprofit organizations with their annual tax filings.

Neighbors graduated from San Jose State University with a bachelor’s degree in business with an accounting emphasis, and a master’s degree in taxation. He is an adjunct faculty member at San Jose State University’s Lucas Graduate School of Business.

Materials:

  • Materials - Hardcopy Textbook
  • Materials - ebook