Basic Virtual Seminar

taxseminar

I absolutely love Jim’s presentation style. He’s great at keeping his audience engaged, even in a virtual format.

O.C.

Basic Virtual Seminar

A one-day seminar that includes 8 hours of instruction with scheduled breaks

What You’ll Learn

  • A comprehensive and reliable guide to basic tax preparation focusing primarily on Form 1040 and the latest tax codes. The newest entry in the U-M Tax Practitioners Institute will provide in-depth discussions on individual forms, worksheets, credits and calculations, as well as cover some of the most common mistakes and oversights made by tax preparers.
  • The instruction will include step-by-step discussions of the most common forms and schedules utilized with Form 1040, including Schedules 1-3 A, B, C, D, E; EIC 8867 and 8949; SS worksheets; and others.
  • The course goal is to make you familiar with the most common forms used in basic tax preparation and how and why each form works in conjunction with one another.

There will be time to ask questions that relate specifically to your clients and practices.

Who Should Attend

Recent graduates from tax programs, new tax professionals, new tax preparers.

Basic Course Registration Fees Include:

  • One day virtual program
  • Electronic State Manual
  • Electronic IRS Pub 17

Full-Day Session

Thursday, Nov 10
8am – 5pm
Via Zoom

Cost

  • Regular – $130

Register Now
See other U-M Tax Seminar options.

Jim Sullivan

Jim Sullivan is the president and founder of Accounting & Tax Solutions, a full-service accounting firm that has served more than 2,000 clients, ranging from large corporations to individuals. He’s been the primary instructor for U-M Tax Seminars for over 15 years and educates over 700 tax professionals per year with his compelling presentations.

 

Registration Information

Registration is open. After you successfully complete your registration, you will receive a confirmation email. A week prior to the seminar you will receive an email with the Zoom meeting invitation. A day prior to the seminar you will receive your electronic materials.

Please note: When you click on the link to register you will be prompted to create an account, with an email and password, through University of Michigan’s secure website, Iris, in order to register. Once you have registered, you can go back and update your information if needed. If you have any difficulty registering, please contact 734-764-2000 or email UMTaxSeminar@umich.edu.

Virtual Attendance

We will use polling questions to track attendance. Your response to a poll question at the beginning and end of each session will serve as your sign in and sign out.

We will also ask poll questions at other times throughout the day. Seminar will be accessible at 7:30am each morning. Please log in 10 minutes prior to the start of the seminar to ensure you are online and ready.

To participate in the webinar you will need a computer or tablet device with screen capabilities.

**Voice/phone only connections will not be granted certificates of credit, due to the lack of ability to answer polling questions to qualify attendance.

IRS Approved

The University of Michigan has been designated by the IRS as an approved Continuing Education Provider for its 2022 U-M Tax Seminars. These seminars qualify for IRS continuing education credit for Enrolled Agents (EA). Participation in these seminars is voluntary for other tax return preparers. Certified Public Accountants, Enrolled Agents and Certified Financial Planners will qualify for 8 CE Credits.

Cancellation Policy

Cancellation notification must be received at least five business days prior to your scheduled session. There will be a $25 cancellation fee for the basic course. If notification is not received within five business days of your session, there will be no refund granted. Substitutions are not permitted within five business days of your session.

Certifications and Credits

Certificate of Completion will be sent via email within 3 business days of the completion of the seminar. Certificates will be given to all attendees for full or partial credit. Credit will be given for the hours completed according to the attendance measurements in place. If a participant fails to complete the attendance markings they will be given partial credit. Full credit will only be given to participants who attend the full seminar and all sessions.

Virtual Info

All virtual sessions will be conducted through Zoom so please be sure to download the Zoom Client for Meetings on your device.

Moderator Form

If you’re viewing the seminar with multiple people and will be sharing a device, please reach out to the Conference and Event Services office to request a Moderator Form. In order to receive credit, all attendees must be pre-registered.

Connecting through Zoom

If you have not used Zoom before, you may want to review these helpful video tutorials in advance of the event: Zoom 101: How to Sign Up | How to Join a Zoom Meeting | Testing Your Device

Zoom FAQs

Do I need to have a camera or microphone to attend this seminar?

You do not need a device with a camera or microphone to attend the seminar. Your device will need speakers (to hear the presentation) and a screen (to see the slides and answer poll questions).

Do I need to create an account with Zoom to access the seminar?

No you do not need to create an account with Zoom to access our seminar. Please follow instructions for downloading Zoom Client for Meetings.