Webinar (AICPA): Individual Tax Fundamentals

Description

This course provides participants up-to-date information on critical tax issues, giving them an outstanding foundation in the federal tax arena for individuals. Ensure your clients receive the most current tax planning and tax-saving strategies for their tax plans. Course materials will include the impact of the Tax Cuts and Jobs Act of 2017 tax reform law. Topics discussed • Filing requirements and personal exemptions • Gross income inclusions, exclusions, and adjustments • Travel and entertainment • Standard and itemized deductions • Tax and tax credits • 0.9% Medicare Payroll Tax • 3.8% Net Investment Income Tax

Learning Objectives

When you complete this webcast, you will be able to:~Determine the filing status and interpret the filing requirements for individual taxpayers~Determine gross income inclusions and exclusions around dividends and interest~Differentiate the taxability of deferred income, Social Security benefits, and other taxable income~Apply the specific rules for the deductibility of travel and entertainment expenses as they relate to business or rental transactions in preparing income tax returns~Recognize Education related expenses and the rules for Health Savings Accounts~Distinguish between standard and itemized deductions including medical expenses, interest, taxes, charitable contributions, theft losses, and miscellaneous deductions~Gather the necessary information required to include tax credits on an individual tax return~Recognize when the Medicare Payroll Tax will impact an individual~Identify the applicability of the Medicare tax on Net Investment Income

Provider
AICPA
Course Level
Basic
CPE Field of Study
Taxes
8
Who Should Attend
CPAs and accountants new to taxation
Instructor(s)
Kevin Krantz
Register Now
When
Nov 28, 2018
7:00 am - 3:00 pm MDT
Location
TBD
Total CPE Credits
8
Format
Webinar
Instructor
Kevin Krantz

MEMBER


$ (% off)
$249.00

NON-MEMBER


$ (% off)
$319.00
Become A Member

Register for this Event

Webinar (AICPA): Individual Tax Fundamentals


Your browser is out-of-date!

Update your browser to view this website correctly.

Update my browser now

×