Skip to main content

Individual Tax Fundamentals - Tax Staff Essentials

Wednesday, Aug. 20
 9:00am - 5:00pm

(Check-In )

Add to Calendar

Online

8.00 Credits

Member Price $349.00

Non-Member Price $419.00

Overview

Tax professionals can enhance their practice by studying tax-saving strategies for individual clients.

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

  • Filing requirements and personal exemptions
  • Gross income inclusions, exclusions and adjustments
  • Standard and itemized deductions
  • Tax credits
  • Tax provisions for high-income taxpayers
  • 3.8% net investment income tax
  • Roth IRA, IRA and retirement plan options
  • Section 199A qualified business income deduction

    Designed For

  • CPAs working with individual tax clients

    Prerequisites

    None

    Notice

    You will receive an email from the AICPA with instructions to access the webinar.

  • Non-Member Price $419.00

    Member Price $349.00