Webinar

Individual Tax Fundamentals: Tax Staff Essentials

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

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

Major subjects

• 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

Learning 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

Who should take this program?

• CPAs working with individual tax clients

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $419.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.