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Individual Tax Fundamentals – Tax Staff Essentials

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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

    “Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!

  • Non-Member Price $403.00

    Member Price $332.00