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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.

Thursday, December 15, 2022
10:00am - 5:30pm Central Time
8 CPE (8 technical)

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.

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.

Who should take this program?

Tax professionals

Fees

Our records indicate you are a nonmember. If you register, you will be charged $389.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $289.00
checkmarkStandard Nonmember Fee $389.00

More program information

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. Learn more

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