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23WI-0889: Intermediate Individual Taxation (Webinar)

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

Monday, February 26, 2024
8:00am - 4:00pm Central Time
8 CPE (8 technical)

Learn tax tips and latest tax strategies to help your individual clients. Understand how to respond to the needs of new and existing clients.

Major subjects

  • Gains and losses on property transactions
  • Fringe benefits
  • Retirement plan distributions
  • Hobby losses
  • Home offices
  • Depreciation and amortization
  • Tax credits
  • The qualified business income deduction under Section 199A

Learning objective(s)

  • Determine the various items that should be included or excluded in an individual's gross income and their proper tax treatment.
  • Identify the specific rules that apply under the "passive activity" rules.
  • Identify and calculate the business deduction for home office expenses and deduction limitations on vacation homes and other ordinary business expenses.
  • Recognize the tax implications of having rental real estate classified as an active or passive activity.
  • Determine the amounts allowable for deducting travel, transportation, and meals expenses.
  • Identify the rules for depreciation and amortization deductions.
  • Differentiate between capital and ordinary income treatment on property transactions.
  • Identify tax consequences for self-employed retirement plans and IRAs.
  • Gather the information required to include the claim for a tax credit on an individual income tax return.
  • Calculate the qualified business income deduction.

Who should take this program?

CPAs working with clients or employers requiring uptodate expertise in individual income taxation for the current tax season

Fees

Our records indicate you are a nonmember. If you register, you will be charged $403.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $332.00
checkmark Standard Nonmember Fee $403.00

More program information

Instructor J. William Harden, PhD, CPA, ChFC
Location Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (8.0)
Level Intermediate
Format Group Internet Based
Sponsor AICPA
NASBA ID#: 112891
Prerequisites Prereq. Experience in individual taxation and Form 1040 preparation
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.