Introductory Income Tax Workshop

Capitol dome with flowers, Intro to income tax workshop
  • Cost: $195 early-bird and $225 after September 4
  • Credits: 8 IRS-approved continuing credit hours
  • Dates: Sept 24 and Oct 28 (see locations and register below)
  • For: Anyone beginning their career in tax preparation

This intensive one-day introduction to tax return preparation is an ideal opportunity to introduce tax practices and train incoming personnel for the upcoming tax season. You will:

  • delve into federal form 1040
  • learn how to obtain an IRS PTIN
  • earn 8 of 10 hours of additional federal tax law topics required for the Annual Filing Season Program.

Dates, Locations, and Registration

Date Location (click for map)
September 24, 2018 Continuing Education and Conference Center
October 18, 2018 Regional Extension Office, Farmington

Workshop Agenda

7:30 a.m. Registration begins

8:00 a.m. Workshop begins

Refreshments and lunch are included

5:00 p.m. Workshop ends

 

Workshop topics include:

  • Introduction to federal tax form 1040
  • Filing status
  • Exemptions
  • Dependents
  • Income—taxable or not?
  • Income reporting
  • Adjustments to income
  • Expenses—deductible or not?
  • Tax payments
  • Self-employment
  • Introduction to Schedules C, E, and F
  • Depreciation
  • Ordinary vs. capital gains income
  • Casualty losses
  • IRS issues

Instructors

Debra Yerys is an IRS-enrolled agent, an Accredited Retirement Adviser, and an experienced income tax preparation instructor. She is the owner of an income tax service and a Rutgers University graduate.

Rob Holcomb has been a University of Minnesota Extension educator in agricultural business management since October 2004. He works on the development and delivery of programs in the areas of farm business and risk management with emphasis on farm analysis and farm tax issues.

Changes and Cancellations

Need to change dates or locations? Email your request to ccapsreg@umn.edu at least six days prior to the course. 

If you cancel your registration at least five business days before the course start date, we'll issue a refund minus $30. No refunds will be given after the five business days before the course start date. You may cancel your registration via:

phone 612-624-4000 
fax 612-624-5359
email ccapsreg@umn.edu

Still have questions? Give us a call! 612-624-4000

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