ADVANCED FORM 1040 PRACTITIONER PREPARATION

This half day seminar will cover 1040 Forms and Changes; Key Facts and Figures; Mass Millionaire’s Tax; Crypto Currency; Tax Credits; New 1099-K Requirements; Business vs. Hobby and more!

Workforce Training Express Fund Course #1141983.  Apply 3 weeks prior to course date for a maximum 100% reimbursement: Express Program – Workforce Training Fund

Speaker Bio:  Ernie provides proactive tax planning & compliance solutions for high-net-worth individuals, families, and trusts. He engages AAFCPAs’ clients in discussions to identify evolving personal circumstances and goals and determines how these impact short and long-term strategic tax planning efforts. He is fully committed to staying on top of the constant changes to federal and state tax codes to ensure clients do not have to pay a penny more than what is required.

Ernie helps clients anticipate the tax impact of mutual fund dividends and capital gains, minimize the impact of the Alternative Minimum Tax (AMT), and plan for estimated tax payments. He provides guidance regarding closely-held private stock, concentrated publicly-traded stock positions, stock option programs, and Crypto Currency transactions. Additionally, Ernie ensures tax return preparation is accurate, complete, and on-time.

Ernie coordinates, as appropriate, with AAFCPAs’ multidisciplinary team of Wealth Advisors to ensure tax-efficient investment placement. He also coordinates with AAFCPAs’ in-house Tax Consulting Attorneys to introduce creative strategies for estate & gift tax planning, maximizing charitable giving strategies, optimizing taxes between generations of a family, and asset protection.

Ernie is a leader in AAFCPAs’ Tax Workflow Innovation Committee, dedicated to understanding how the firm may utilize systems and processes to optimize the performance of our people and the overall client experience. He is also a Performance Manger, helping ensure junior tax accountants have the skills and tools needed to meet the firm’s high standards of excellence. Prior to joining AAFCPAs, Ernie gained 8 years’ leadership experience as a Petty Officer Second Class in the U.S. Navy. His extensive involvement in community services demonstrates his commitment to help service members and veterans find personal and professional purpose after military service.

Speaker Bio:  Hayley Malone is a Senior Tax Accountant at AAFCPAs focusing on high-net-worth individuals and small businesses. She enjoys helping clients with tax planning & is passionate about assisting her clients in reaching their short & long-term financial goals.

Registration Form:  January 2023 CPE Registration Form