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Webinar (CA): Staff Tax Training Individual: Advanced

Description

Elevate your individual income tax skills and knowledge to go beyond the basics. Provide superior service to your clients. Cover topics including taxation of investments, reporting of partnership and S-corporation income, net investment income tax, calculation of self-employment taxes, household employer taxes, social security taxation, basic retirement planning opportunities, and AMT. Also, a review of loss limitations and much more.

Learning Objectives

• Identify all of the individual income tax series 1040 and basic schedules and know when each form is used.
• Learn the correct federal tax treatment of various advanced individual income tax topics.
• Calculate the total tax liability of an individual taxpayer with several advanced individual complications.
• Reinforce concepts through the use of basic quick case studies.

Major Topics

• Taxation of investments
• Reporting of business income and losses from pass-through entities including loss limitations
• Non-income taxes that impact individual income tax returns
• Retirement contributions and planning
• Alternative Minimum Tax
• Social Security taxation
• Charitable contribution planning with limitations

Provider
California CPA Education Foundation
Course Level
Advanced
CPE Field of Study
Tax
8
Who Should Attend

Tax professionals.

Instructor(s)
Troy Lewis
Prerequisites

Working knowledge of basic individual income tax concepts.

Advanced Preparation

This webinar is produced by AICPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
Dec 8, 2021
9:00 am - 4:30 pm MDT
Location
Webinar
Total CPE Credits
8
Format
Webinar

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$289.00

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$389.00
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Webinar (CA): Staff Tax Training Individual: Advanced


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