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Course Description

This course delves into the details of Schedule D and the fine points of Form 8949, beginning 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.


Mark Seid, EA, CPA, USTCP

Mark F. Seid, EA, CPA has an active tax practice in Paso Robles, California specializing in small businesses and tax controversy. A National Tax Practice Institute graduate, Mark is admitted to practice before the U.S. Tax Court. He has served as an Internal Revenue Agent with the IRS in San Jose and San Luis Obispo, California, a state director for the California Society of Enrolled Agents, and the chair for the society’s Finance and Budget committee. He regularly presents courses to tax professionals on issues affecting small businesses.

Course Specifics

May 1, 2017

Compliance Information

IRS Provider #: OMYXB
IRS Course ID: 0MYXB-T-01162-17-O
IRS Federal Tax Law Credits: 4
CTEC Provider #: 2071
CTEC Course ID: 2071-CE-1116
CTEC Federal Tax Law Credits: 4
Qualifies for CA Fraud: No

Learning Objectives

Upon successful completion of this course, participants will be able to:

  • Define capital assets
  • Identify how other forms flow into schedule D
  • Cite how to calculate capital loss carry forward
  • Identify the various tax rates applied to long-term capital gains

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