Webcast: Individual Tax Fundamentals

WA788  |  Partner Virtual Events  |  Basic  |  Scheduled

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. 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

Credits

Number of Credits Type of Credits
8 Tax

Objectives

LEARNING OBJECTIVES When you complete this course 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

Preparation

none

Notes

This webcast is provided by the AICPA. After registering for the course, you will receive an email from the AICPA with instructions for logging in to the webcast and obtaining your eMaterials.

Prices

Member (Early Bird)
$249.00
Non-Member (Early Bird)
$319.00
Member
$249.00
Non-Member
$319.00
Registration for this event has closed. If you have any question or concerns please give us a call at 615-377-3825 or send us an e-mail at registrar@tscpa.com