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Webinar

Advanced Staff Tax Training: Individual

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

Wednesday, Jan. 29, 2025
10 a.m.-5:30 p.m. Central
8 CPE (8 technical)

Course code: 24WC-1121
View pricing


This course will elevate your individual income tax preparation skills and knowledge. It will help you go beyond the basics and will help you provide superior service to your clients. We will 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 Alternative Minimum Tax (AMT). In addition, we will also do a review of loss limitations and much more.

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 (ATM)
  • Social Security taxation
  • Charitable contribution planning with limitations

Learning objectives

  • Identify all of the individual income tax series 1040 and basic schedules and know when each form is used
  • Calculate the total tax liability of an individual taxpayer with several advanced individual complications
  • Recognize concepts through the use of basic quick case studies

Who should take this program?

  • Tax professionals, CPAs, accountants, and other financial professionals looking to expand and update their understanding and knowledge of individual income tax preparation.

Pricing

Standard Member Fee $299.00
checkmark Standard Nonmember Fee $399.00

MNCPA members save $100.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $399.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Instructor Troy Lewis
Location Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (8.0)
Level Advanced
Format Group Internet Based
Sponsor CalCPA Education Foundation
NASBA ID#: 104822
Prerequisites Prereq.  Working knowledge of basic individual income tax concepts.
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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If you have questions about this event, please call us at 952-831-2707.