Skip to main content
 This program is not active.

Hands-On Tax Return Workshop - Individuals (Form 1040) - 16 Hrs

Total Credits: 16 including 16 Taxes - Technical

Average Rating:
Not yet rated
ACPEN Industry Institute |  Tax |  ACPEN Tax Institute |  IRS Approved
J. Patrick Garverick, CPA, MT, CFP®
Course Levels:
16 Hours
Never expires.


This case-driven training is designed to get the inexperienced accountant up to speed quickly in the most common areas of individual income taxation. The cornerstone of this course is the preparation of the Form 1040 using actual client data common to most individual income tax returns.

**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

Basic Course Information

Learning Objectives
  • Prepare a complete Form 1040 income tax return and related schedules with minimal review points
  • Understand the individual income tax law from a tax-form perspective and become more knowledgeable with the information gathering process (i.e. asking the right questions)

Major Subjects
  • Extensive review of the individual income tax laws with an emphasis on any new legislative changes
  • Dissecting the Form W-2, 1099s and Schedule K-1s
  • Form 8995 – Qualified Business Income (QBI) deduction
  • Schedule A – allowable itemized deductions and phase-out rules
  • Schedule B – interest and dividend income
  • Schedule C and F – trade or business income and deductions
  • Form 4562 – depreciation and amortization including §179
  • Schedule D – sale of capital assets and personal residences
  • Form 4797 – sale of trade or business property including the ordinary income recapture rules under §1245 and §1250
  • Schedule E – rentals, passive activities and flow through entities
  • Other gross income items including alimony, state and local refunds, IRA and pension distributions, unemployment compensation and social security benefits
  • Adjustments to gross income including IRAs, SEPs, student loan interest and self-employed health insurance
  • Calculate regular tax liability (Schedule D), alternative minimum tax (AMT) (Form 6251) and self-employment tax (Schedule SE)
  • Overview of selected income tax credits (e.g., child tax credit, child and dependent care expense credit and the education credits)

Course Materials


J. Patrick Garverick, CPA, MT, CFP®'s Profile

J. Patrick Garverick, CPA, MT, CFP® Related Seminars and Products

Pat Garverick is a Certified Public Accountant who currently lives in the Phoenix, Arizona area. He began his career in public accounting in 1988 after obtaining his Bachelor of Science in Business Administration (BSBA) in Accounting from The Ohio State University. After receiving his Master of Taxation (MT) degree from Arizona State University in 1992, Mr. Garverick began operating his own tax and financial planning business. He also started writing, reviewing, and teaching tax and financial planning continuing professional education courses around the country.

In addition to being a CPA, Pat is also a Certified Financial Planner (CFP®). This role serves to enhance the knowledge he brings as he writes and presents continuing education material. Mr. Garverick is a member of the Arizona Society of Certified Public Accountants, and the American Institute of Certified Public Accountants. Pat has presented continuing education sessions throughout the country and has won awards for both his skills as an instructor as well as for the content he has created. His knowledge, expertise, and high energy have made him one of the profession’s most highly rated speakers. He is in a very small group of instructors that are both extremely knowledgeable and interesting.

During his time in college Pat earned a letter as a member of the Ohio State Basketball squad. He remains a stanch supporter of the sports programs at his alma mater.


Additional Info

Basic Course Information

Prerequisites None
Advanced Preparation None
Designed For Tax return preparers, staff accountants, and paraprofessionals with little or no experience and out of practice public accountants seeking a basic tax return preparation course.
Original Recording Date 11/2023
Yellow Book No
Course Developer The Tax U
Date Added to Catalog 08/28/2023

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (972-377-8199). 

Official Registry Statement

Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

Refund/Cancellation Policy

Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.