Virtual
Advanced Staff Tax Training: Individual 2024
Date: Dec. 17, 2024
Time: 8 a.m. – 3:30 p.m. PT
Overview
This course will elevate your individual income tax preparation skills and knowledge. It will help you go beyond the basics and will help you provide superior service to your clients. We will 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 Alternative Minimum Tax (AMT). In addition, we will also do a review of loss limitations and much more.
Product Code
1000002885-126112
Credit Type
CPE: 8CPE-Technical: 8CTEC-TX: 8IRS-TX: 8MCLE: 6.5MCLE LS-TX: 6.5Accessibility
Closed Captioning Available
Intended Audience
Tax professionals, CPAs, accountants, and other financial professionals looking to expand and update their understanding and knowledge of individual income tax preparation.
NASBA Field of Study
Taxes
Level of Difficulty
Advanced
Prerequisites
Working knowledge of basic individual income tax concepts.
Advance Preparation
None.
Learning Objectives
Major Subjects
- 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 (ATM)
- Social Security taxation
- Charitable contribution planning with limitations
Other Dates
Faculty
Additional Details
This is a pre-recorded broadcast. The Instructor will be available to answer questions via the chat feature.