USCASE - 2021 - C4 - Gino and Diana Villella

Preparing U.S. Tax Returns - Case Studies

INTRODUCTION TO COURSE & ADMINISTRATION

Introduction to US Case Studies - Ian DiNovo (5:33)
Course Administration - Refunds, certificates, questions (6:25)
Introduction to the US Case Studies course - Mark Fehrman, CPA (1:32)
How the course is taught and approach to learning US tax with this course (4:01)

EXAMPLE 1 - JOHN DAY - SIMPLE TAX RETURN

EXAMPLE 2 - FRANKLIN & BELLA BOOKER - TYPICAL COUPLE TAX FILING

EXAMPLE 3 - MICHAEL VILLELLA - STUDENT TAX RETURN

Michael Villella - Preparing tax return for a student and claiming tuition credits (7:41)

EXAMPLE 4 - GINO & DIANNA VILLELLA - CLAIMING CHILD'S TUITION

USCASE - 2021 - C4 - Gino and Diana Villella - Couple who want to claim tuition paid for son (7:36)

EXAMPLE 5 - PETER & DEBORAL VISSER - SELF-EMPLOYMENT INCOME REPORTING

Peter and Deborah Visser - Introduction to case with self-employment income (1:39)
Peter and Deborah Visser - Preparing the tax return step-by-step (10:56)
Peter and Deborah Visser - Reviewing the return and providing advice to Peter & Deborah (3:45)

EXAMPLE 6 - MICHAEL & KYLIE SNOW - RENTAL INCOME REPORTING

Michael & Kylie Snow - Introduction to clients with rental income reporting (4:08)
Michael & Kylie Snow - Preparing the tax returns with rental income (14:56)

EXAMPLE 7 - MICHAEL & KYLIE SNOW - RENTAL INCOME REPORTING

EXAMPLE 8 - CODY WALTERS - RETURN WITH SUPPORT PAYMENTS & STOCK TRADES

Cody Walters - Divorced client with child and spousal support payments and stock trades (8:06)

EXAMPLE 9 - GREG LANNING - LATE FILER WHO WOULD LIKE ADVICE & EXPLANATIONS

Greg Lanning - Late filed tax return of individual with Canadian resident spouse (6:47)

CONCLUSION

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