December 30, 2026

Live Webcast

2 CPE Credits

Don Farmer's Difficult Tax Forms

December 30, 2026
Live Webcast
2 CPE Credits

Don Farmer's Difficult Tax Forms

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    Instructor

    Jason
    Dinesen

    View Bio

    Jason Dinesen, EA

    Bio

    Jason Dinesen, EA is a tax practitioner and long-time presenter of continuing education courses. Jason's experience includes extensive tax preparation background in individual income taxes, and tax situations for small businesses in Dinesen Tax & Accounting, P.C., and now Dinesen Tax Advisory, LLC. Jason is an Iowa native and was president of the Iowa Society of Enrolled Agents from 2011–2017. He currently teaches on dozens of tax topics and also teaches Special Enrollment Exam (aka "the Enrolled Agent exam") review, as well as review courses for AFTR and California CTEC. He has also been an adjunct instructor at Simpson College in Indianola, Iowa, where, through 2022, he taught individual income tax and intro to business analytics.

This intermediate-level course provides a focused review of complex and frequently misunderstood federal tax forms encountered in business and individual tax compliance. Participants will examine selected forms that present heightened technical complexity, increased documentation requirements, or significant penalty exposure. Emphasis is placed on reporting mechanics, computational challenges, and common compliance errors. Practical examples illustrate areas of IRS scrutiny and reinforce strategies to improve accuracy and consistency in return preparation and review.

Learning Objectives

Upon completion of this course, participants will be able to: 1. Identify key reporting requirements for selected complex federal tax forms 2. Analyze common computational and disclosure challenges associated with these forms 3. Apply reporting rules to fact patterns involving multi-entity or multi-jurisdictional considerations 4. Recognize documentation requirements and penalty exposure risks 5. Identify common preparation errors and compliance weaknesses 6. Identify key reporting components and disclosure requirements of Form 990

Major Topics

• Overview of complex federal tax reporting requirements
• Review of selected difficult forms (may include forms such as 4797, 6252, 8582, 8606, 8995/8995-A, or other high-risk compliance forms)
• Computational challenges and interaction with related schedules
• Disclosure requirements and supporting documentation considerations
• Penalty provisions and IRS examination focus areas
• Common preparation errors and quality control considerations

CPE Credits Available

2 CPE Credits
2
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Tax; Taxation

Prerequisites

None

Advanced Preparation

None

Provider

Don Farmer Tax Education

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