MNCPA is here for you.
Let us know how we can help.

22WC-0990: Staff Tax Training Individual: Advanced (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Date Thursday, December 15, 2022
Time 10:00am - 5:30pm
Central Time
Location Online
CPE credits CPE 8.0
Field(s)
of study
Taxes - Technical (8.0)
Fees
Standard Member Fee $289.00
Standard Nonmember Fee $389.00

Description

Elevate your individual income tax skills and knowledge to go beyond the basics. Provide superior service to your clients. 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 AMT. Also, a review of loss limitations and much more.

Who should take this program?

Tax professionals

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
  • Social Security taxation
  • Charitable contribution planning with limitations

Learning objective(s)

  • Identify all of the individual income tax series 1040 and basic schedules and know when each form is used.
  • Learn the correct federal tax treatment of various advanced individual income tax topics.
  • Calculate the total tax liability of an individual taxpayer with several advanced individual complications.
  • Reinforce concepts through the use of basic quick case studies.

Notes:

Course code Code 22WC-0990
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Level Advanced
Format Group Internet Based
Prerequisites Prereq. Working knowledge of basic individual income tax concepts.
Advance
prep
None

If you have questions about this event, please call us at 952-831-2707.

view cart

Search CPE catalog

Event code
Keyword

Advanced search
View all CPE programs