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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
of study
Taxes - Technical (8.0)
Standard Member Fee $289.00
Standard Nonmember Fee $389.00


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.


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.

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

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