FORM 1040 PRACTITIONER BOOT CAMP

This half day seminar will cover 1040 Forms and Changes; Key Facts and Figures; potential/new tax laws, SECURE act, Depreciation Changes; Like Kind Exchange Changes; Crypto Currency; Kiddie Tax; Tax Credits and additional items.

Workforce Training Express Fund Course #1134622.  Apply 3 weeks prior to course date for a maximum 100% reimbursement: Express Program – Workforce Training Fund

Speaker Bio: Dan is a Director, Tax at AAFCPAs who specializes in providing tax planning & compliance solutions for individuals, families and fiduciaries, helping AAF clients to safeguard and maximize their personal and family wealth.  He advises clients on year-end and multi-year tax planning strategies, including: minimizing the impact of the Alternative Minimum Tax (AMT); planning for mutual fund dividends and capital gains; estate & gift tax planning; maximizing charitable giving strategies; planning for estimated tax payments; minimizing the net investment tax; and minimizing overall taxes between generations of a family.

Dan also provides tax planning & compliance solutions for privately-held businesses in a variety of commercial industries, including: high tech, software, manufacturing & distribution, professional services, physicians & private practice, retail and real estate. He combines technical knowledge with proactive tax strategies to ensure that advice is customized to each client’s business and financial goals, and that solutions are based upon proven tax expertise.

Dan is a member of AAF’s Tax Committee, staying on top of the constant changing Federal and state tax codes to ensure clients are able to decrease both their current and future tax liabilities, while achieving compliance with confidence.  He is a mentor and career coach through AAF’s Professional Accountant Development program, and an in-house trainer on topics related to changing tax laws and their impact on our clients’ profitability.  He has been serving AAFCPAs’ clients since 2007.

Education
Fitchburg State College, Bachelor of Science – Accounting, magna cum laude

Service
Family Promise Metrowest – Board Treasurer
Fitchburg State University Alumni Association – Board of Directors

Registration Form:  January 2022 CPE Registration Form