Individual Tax Fundamentals – Tax Staff Essentials

July 25, 2024 6:00am - 2:00pm PDT

(Check-In 5:30am PDT )

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8.0 Credits

Member Price $332.00

Non-Member Price $403.00

Overview

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

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

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.

Notice

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