In Person: Reviewing Individual Tax Returns

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Friday, December 12, 2025 @ 1:00pm 4:30pm
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Description

The sheer mass of Internal Revenue Code provisions affecting individual taxpayers presents a considerable challenge for CPAs and tax professionals. These provisions combined with the potential for input error when utilizing the array of income tax software available, create the potential for a multitude of errors that can occur when preparing your client's tax return. Join us as we discuss the common errors practitioners make on individual tax returns that are often missed by review staff. Sharpen your reviewing skills by examining case studies discussing issues for which additional information from the client may be warranted, and areas of tax law that require additional analysis and information.

Credits

Category Amount
Taxation 4.00

Would you prefer to receive printed materials in addition to electronic materials?

Links to the e-materials will be listed with your course registration in your account on the MSCPA website seven calendar days before the course. You will receive an e-mail when the materials are available.

If you request printed materials, they will be available for pick up at the registration desk on the date of the class. The option to request printed materials is only available up to 5 business days prior to the course date. Walk-in registrants and those registering between 1 and 5 days before the course will be sent an electronic link to the e-materials by default. “Extra” printed course materials will not be available on site. Printed materials are not available for conferences.



Leaders

William F. Taylor

William F. Taylor

William F. (Bill) Taylor, CPA of Taylor, Mississippi, has been an employee benefit and investment consultant for over 20 years, beginning his career as the Employee Benefits Coordinator in the Jackson office of KPMG Peat Marwick and managing his own firm for over 15 years. Bill served as MSCPA Chairman in 2017-2018, MSCPA Secretary in 2008-2009, and was Chairman of MSCPA's Continuing Education Committee for seven years. He has also served as Chairman of the Public Service Committee and as Board Representative for the Northwest Chapter. A nationally known consultant and speaker, Bill has conducted seminars for the American Institute of Certified Public Accountants, the American Society of Pension Professionals and Actuaries, more than 45 state CPA and Bar associations and other organizations. He was awarded as an AICPA Outstanding Discussion Leader in 2008 and 2014. Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.