Foundations for Partnership Tax Returns (1065 Series) 2 Credits
Filing 1065 Returns with Drake Software
Learning mode
This foundational webinar ensures attendees are equipped with basic tax knowledge ahead of the PTC series on Form 1065.
Navigating the complexities of partnership tax compliance presents challenges for both novice and experienced tax professionals. Are you equipped to address the subtleties of pass-through taxation and the detailed requirements of Form 1065? This foundational CE course provide you with the essential knowledge to prepare partnership tax returns with assurance.
Explore the distinctive characteristics of partnerships, encompassing their organizational structures, taxation frameworks, and compliance mandates. From interpreting Schedule K-1 to scrutinizing financial statements such as Balance Sheets and Profit and loss accounts within the partnership context, this course seamlessly integrates theoretical concepts with practical applications. Whether you are embarking on your professional journey or aiming to enhance your proficiency, this CE course equips you to manage the complexities of partnership tax compliance adeptly.
Major Topics:
Engage with us to acquire pivotal skills that will revolutionize your approach to partnership taxation. Prepare to unravel complexities and gain actionable insights that will elevate your professional development.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02207-24-O) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02207-24-O) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1783) | 2 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02207-24-O) | 2 CE | Approved |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02207-24-O) | 2 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02207-24-O) | 2 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02207-24-O) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02207-24-O) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1783) | 2 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2 CPE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02207-24-O) | 2 CE | Approved |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02207-24-O) | 2 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2 CPE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02207-24-O) | 2 CE | Approved |
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Gregory Holzel is an accomplished accountant and Certified Public Accountant (CPA) with expertise in financial analysis, auditing, and budgeting.
Education: Gregory holds an MBA with a concentration in Finance, graduating magna cum laude from Shippensburg University in May 2023. During his studies, he achieved a remarkable GPA of 3.82. Prior to his MBA, he completed a Bachelor's degree in Accounting at Central Penn College in Summerdale, PA, graduating magna cum laude in 2021. Gregory also served as a tutor during his undergraduate studies.
Experience: Gregory has gained valuable experience in the accounting field through various roles. As a Senior Auditor at S.R. Snodgrass, P.C. in King of Prussia, PA from 2021 to 2023, he audited financial statements and provided assurance services for financial institutions and employee benefit plans. His responsibilities included preparing audit work papers, documenting audit tests and findings, and preparing reports for management review. In June 2023, Gregory launched GT Financials PLLC, a company that offers accounting and financial services to small businesses.
Before transitioning into the role of a Senior Auditor, Gregory served as a Senior Staff Accountant at Fleet Repair Solutions in Grantville, PA, from 2018 to 2021. In this position, he conducted detailed financial analysis, prepared financial statements, and played a vital role in budget preparation and month-end closing. Gregory was also responsible for designing, implementing, and maintaining accounting policies, procedures, and controls.
Certification: Gregory Holzel became a Certified Public Accountant (CPA) in 2023, further demonstrating his commitment to professionalism and expertise in the field.
Skills: With a strong background in accounting and finance, Gregory possesses a wide range of skills. His areas of expertise include financial planning and analysis (FP&A), financial reporting, payroll, auditing, budget preparation, variance analysis, and cost accounting. He is proficient in utilizing tools such as QuickBooks desktop and QuickBooks online (QBO), SQL, and Microsoft Office, particularly Excel at an expert level. Additionally, Gregory has experience working with SAP and is familiar with nonprofit accounting, public accounting, and private industry practices.
Gregory Holzel is a dedicated and knowledgeable professional who consistently strives for excellence in the field of accounting. His combination of education, certifications, and practical experience makes him a valuable asset in any accounting or finance role.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
KK
A fairly basic level course regarding partnerships, but the presenter knew the subject and presented it well and the two hours went by pretty fast as he covered all the basics of partnerships and the from 1065 and K-1's.
JR
Great Info
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