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About
The Course
Enhance your knowledge of the individual tax landscape with our thorough 1040 Individual Tax Package workshop, priced at $799. Designed for individuals, tax professionals, and financial advisors, this course offers an expansive look into the complexities and opportunities within Form 1040 and related topics.
Course
Modules
Form Types
Differentiate between the various 1040 forms and their specific purposes.
Filing Information, Requirements & Restrictions
Understand essential filing protocols, limitations, and obligatory details.
Dependents & Filing Basics
Master the essentials of tax-filing, including the inclusion of dependents.
Employee Compensation & Individual Tax Credits
Explore income from employment and available tax credits for individuals.
Interest, Dividends & Retirement
Grasp the tax implications of interest earnings, dividends, and retirement distributions/contributions.
Deduction Basics
Compare the pros and cons of standard versus itemized deductions.
Self-Employment & Payroll Taxes (FICA, FUTA)
Navigate the tax burdens unique to the self-employed.
Income Variations
Delve into passive income, gross income exclusions/inclusions, and related tax factors.
Property & Capital Transactions
Understand tax considerations for property exchanges, capital gains/losses, and depreciation.
Special Provisions & Other Deductions
Investigate unique tax provisions and diverse deductions available.
Practical Filing Information
Learn where to file, key filing requirements, and potential penalties.
Form Specifics
Familiarize with important forms like:
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1040x (Amended Returns)
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8879 (e-file Signature)
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8888 (Refund Allocation)
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1040-V (Payment Voucher).
Course
Schedule
45 minutes per session
DATES
November 7th - 10th
January 3rd - 5th & 8th
TIMES
6:00 PM
6:00 PM
1 - 1.5 hours each session
Wadelene Charles
Your Instructor
Wadelene Charles, a Senior Tax Accountant at Strategic Tax Accountants and an IRS Enrolled Agent, holds multiple roles: Wealth Coach, Educator, CFO of JWI Developments, and a 215 Health and Life Insurance license holder.
With over 13 years in finance and a deep passion for financial well-being, she founded Sipping Wealth, a platform promoting financial empowerment. Wadelene's innovative approach has guided many to redefine wealth and master their financial destiny.