February 1, 2024


8 Total CPE Credits


Webinar (CA): Staff Tax Training Individual: Beginning 2023

  • Instructor

    Troy Lewis

Learning Objectives

• 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.
• Recognize 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.
• Identify resources that are available to assist the practitioner in identifying and then resolving individual income tax questions.
• Recognize concepts through the use of basic quick case studies.

Major Topics

• 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

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Basic


 Basic understanding of individual income taxation.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

New tax preparers and experienced staff seeking a refresher. 


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

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