Conferences Presenting

Las Vegas October Conference
October 26, 2018
10:10AM - 1:00PM
Mark Seid, EA, CPA, USTCP
Las Vegas December Conference
December 06, 2018
10:10AM - 1:00PM
Mark Seid, EA, CPA, USTCP
Rapid City Conference
July 26, 2018
10:10AM - 1:00PM
Mark Seid, EA, CPA, USTCP
Live Event
3
Basic
Taxes
There are no prerequisites for this course

Course Description

For businesses, investing in capital assets is essential but complex, and clients need specific guidance regarding this topic. This course delves into the details of Schedule D and the fine points of Form 8949, Sales and Other Dispositions of Capital Assets. We start with a complete technical review of capital assets and the requirements for the special tax rates applied to long-term capital gains and qualified dividends. The materials provide examples of each type of transaction that is reported on Schedule D and Form 8949. The accompanying workbook includes exercises complete with source documents that demonstrate proper reporting for dozens of transactions. This course will help you acquire the knowledge you need to successfully guide your clients in relation to these essential forms.



Course Specifics

Taxes
There are no prerequisites for this course
LE8188020
None


Compliance Information

103220
IRS Provider #: OMYXB
IRS Course ID: 0MYXB-T-01191-17-I
IRS Federal Tax Law Credits: 3
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1146
CTEC Federal Tax Law Credits: 3
Qualifies for CA Fraud: No


Learning Objectives

After completing this course, you will be able to:

  • Discuss the definition of a capital asset
  • Recognize how other forms flow into schedule D
  • Recognize how to calculate capital loss carry forward
  • Identify the various tax rates applied to long-term capital gains and qualified dividends, unrecaptured IRC § 1250 gains, and collectibles


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