January 27, 2022 9:00am – 4:30pm Map & Directions 602-252-4144

Webcast: Staff Tax Training Individual: Advanced

Online registrations are currently closed, please call (602) 324-6847 for additional registration options

Description

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.

Location

ASCPA Live Online Webcast
Phoenix, AZ 85034-6617

Registration Time

8:30am

Fees

Member:
$300
Non-CPA Staff:
$400
Non-CPA Staff (100% club):
$300
Non-CPA Staff (sole proprietor):
$300
Non-Member:
$400
Webcast
Taxation
8

Objectives

  • 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 Level

Advanced

Vendor

CalCPA Education Foundation More With This Vendor

Designed For

Tax professionals.

Prerequisites

Working knowledge of basic individual income tax concepts.

Highlights

  • 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

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