FORM 1040 ADVANCED PRACTITIONER PREPARATION

By /
Discussion Leader: Patricia Thompson, CPA, PFS, MST – Partner, CBIZ, Inc.
Date/Time: Jan 29, 2026
8:30 am - 12:00 pm
Location: Zoom Live Video Conference

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Details:

In this session we will cover the following topics:

Business and personal impact of federal legislation under HR 1 to include:

  • Research and development expenses
  • Business interest expense
  • Tips and overtime
  • Bonus depreciation and Section 179
  • Charitable contributions

Other federal developments to include:

  • Meals
  • Trust Transfer of Decedent’s IRA

RI and MA tax changes to include the impact of federal legislation

Workforce Training Express Fund Course #C-14647  Apply for a maximum 100% reimbursement 3 weeks in advance of course date to be eligible: Express Program – Workforce Training Fund

Registration Form: January 2026 CPE Registration Form
CPE Credit Hours: 4