View Catalog

Form 1040 Individual Tax Tune-Up (ITTU)

ID: 57670
Tuesday November 28, 2023 8:30AM - Wednesday November 29, 2023 4:30PM
Topics: Tax
Save 7% until 10/31/2023

This two-day course is the go-to for a broad spectrum of highlights regarding individual return preparation. In the cacophony of economic changes, we will filter out the noise and walk you through the most consequential tax changes of recent legislation. We’ll also address this year’s key revenue rulings, procedures, and case law, with practical tips and insights to help you have your most successful season ever.

Learning Objectives

  • Maintain a broad understanding of the hot issues and changes in individual tax preparation
  • Understand a “hodge-podge” of practice issues affecting preparers of individual tax returns


Major Topics

  • A tour of the most recent form changes, from gross income to tax brackets and selected credits including the latest IRS guidance on tax legislation 
  • Individual tax issues and a review of important new practice issues and regulations 
  • Schedule 1 adjustments for excess deductions upon the termination of trusts and estates 
  • Proposed regulations that clarify the definition of a “qualifying relative” 
  • Retirement distributions, including new rules in the SECURE Act 2.0 
  • Section 461(l) 
  • Increased oversight of paid tax return preparers 
  • Hot, hidden, or miscellaneous developments affecting the upcoming tax season 
  • Housekeeping and winning the audit lottery 
  • Numbers applicable to this year’s tax filings 
  • The impact of recent legislation and changes to Form 1040 
Donor-advised funds and miscellaneous tax planning strategies


Dennis Riley
Dennis Riley has more than 30 years of experience in accounting, consulting, tax preparation, and government representation. He specializes in the tax and business needs of individuals, families, and entrepreneurial small businesses. The AICPA’s Vision Project identified him as an early adopter of new technology and new integrations of accounting and consulting information. He is a frequent lecturer on topics related to for-profit taxation, estates and trusts, business law for accountants, and other related topics. Mr. Riley’s experience includes a range of services including negotiations with federal and state government tax authorities, offers in compromise, closing agreements, strategic business plans, litigation support, record reconstruction, business formation and dissolution, problem solving, and tax preparation. He has resolved multiple-year filing issues, organization issues, and business transition problems.