Individual Tax Fundamentals - Tax Staff Essentials
Online
8.00 Credits
Member Price $332.00
Non-Member Price $403.00
Overview
Basic, but not boring
Newcomers to tax return preparation are exposed to the many topics that encompass individual taxation. Topics, discussed in an approachable format, include:
Taking advantage of present opportunities for your clients' future
Tax planning involves understanding a client's current situation to anticipate areas of future tax savings. You'll review common individual tax planning topics to better help clients prepare for their future.
Decoding recent legislative changes for individual taxpayers
You'll be able to provide your clients with the most current tax planning and tax-saving strategies for their tax plans. This course is updated for recent IRS guidance and legislation, including:
Objectives
- Identify individual retirement account (IRA) and qualified plan distributions.
- Recognize the taxation of virtual currency.
- Recall how health savings accounts (HSAs) work.
- Recall the self-employed health insurance deduction.
- Recall the deductibility of charitable contributions.
- Recall the steps to figuring the qualified business income deduction under Section 199A.
- Recall the net investment income tax (NIIT) on unearned income.
Highlights
Designed For
Prerequisites
None
Notice
You will receive an email from the AICPA with instructions to access the webinar.
Non-Member Price $403.00
Member Price $332.00