Total Credits: 2 including 2 Taxes - Technical
This course focuses on how to report cash and credit transactions by utilizing Form 1099-K. The IRS is developing specific business models to determine cash vs. credit sales, so it is important for clients to be aware. Because there are increasingly more online third-party sales, Form 1099-K has expanded over time and it is important that you, as the practitioner, become comfortable with the details. You will need to guide your client as they receive these forms, helping them navigate the reporting of debit and credit card transactions.
You may take this course à la carte or as a full program.
The information in this course will aid you as the practitioner in educating clients of their filing options and ensure they properly ascertain their financial position and qualifying factors during tax time.
**Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to email@example.com.
At the end of this course, you will be able to:
|Important CPE Credit Information_READ BEFORE WEBCAST UPDATED (0.47 MB)||Available after Purchase|
|Slides Handout (658 KB)||Available after Purchase|
|IRS CE Credit Request Form (140 KB)||Available after Purchase|
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School.
Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Sat, Jan 23, 2021 - 10:00am to 11:54am EST
Thu, Feb 04, 2021 - 11:00am to 12:54pm EST
Fri, Feb 19, 2021 - 12:00pm to 01:54pm EST
Sat, Feb 27, 2021 - 02:00pm to 03:54pm EST
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