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Individual Tax Fundamentals - Tax Staff Essentials
CPE Self-study

Individual Tax Fundamentals - Tax Staff Essentials

Provides participants and tax professionals up-to-date information on critical tax issues, giving them an outstanding foundation in the federal tax arena for individuals.

$179 - $249
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Taxes

Level

Basic

CPE Credits

13.5

Author(s)

Wendy E. Kravit

Availability

1 year

Learning Outcomes
  • Determine the filing status and interpret the filing requirements for individual taxpayers
  • Determine gross income inclusions and exclusions around dividends and interest
  • Differentiate the taxability of deferred income, Social Security benefits, and other taxable income
  • Apply the specific rules for the deductibility of travel and entertainment expenses as they relate to business or rental transactions in preparing income tax returns
  • Recognize Education related expenses and the rules for Health Savings Accounts
  • Distinguish between standard and itemized deductions including medical expenses, interest, taxes, charitable contributions, theft losses, and miscellaneous deductions
  • Gather the necessary information required to include tax credits on an individual tax return
  • Recognize when the Medicare Payroll Tax will impact an individual
  • Identify the applicability of the Medicare tax on Net Investment Income
Key Topics
  • Filing requirements and personal exemptions
  • Gross income inclusions, exclusions, and adjustments
  • Travel and entertainment
  • Standard and itemized deductions
  • Tax credits
  • Tax phase-out provisions for high income taxpayers
  • 3.8% Net Investment Income Tax
  • Income exclusions
  • Hot tax planning strategies for individuals and small businesses
  • Roth IRA, IRA and retirement plan options
  • Section 199A qualified business income deduction
Product Details

Save when you buy the complete Tax Staff Essentials, Level 1 online bundle..

Learn to decode the IRC's complex set of provisions affecting individual taxpayers so you can provide your clients with the most current tax planning and tax-saving strategies for their tax plans.

Become up-to-date on critical tax issues including the impact of the latest tax legislation and IRS guidance to gain an outstanding foundation in the federal tax arena for individuals.

This fast-paced, real-world session will help ensure you are taking advantage of present opportunities and preparing your clients for the future.

Who Will Benefit
  • CPA working with clients or employers requiring up-to-date expertise in individual income taxation for the current tax season
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$249.00
AICPA Members
Online
$199.00
Tax Section Members
Online
$179.00

Looking for group pricing?

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Credit Info
CPE Credits
Online
13.5
NASBA Field of Study
Taxes
Level
Basic
Prerequisites
Knowledge of individual income taxation and Form 1040 preparation
Access
Online
This is a digital product. You will have access to the content for 1 year after purchase date.
Instructors
Wendy E. Kravit
CPA
"Wendy Kravit, CPA, MBA started her career working for the Internal Revenue Service as a Revenue Agent. After spending a few years with the government, she left the Service and joined the faculty of Northern Illinois University where she taught federal taxation in both the undergraduate and graduate programs. She also operated a sole proprietorship in Northern Illinois where she specialized in tax and representation before the IRS. She sold her practice in Illinois and moved to Maryland in 2004 where she continues to teach and consult. Ms. Kravit had been an active member of the Illinois CPA Society where she served on the Tax Executive Committee for many years. She was a steady member of the task force and occasionally the Chairman for the Annual Illinois CPA Society Federal Tax Conference. She has reviewed textbooks for publishers and she has written tax articles for various publications including the Tax Advisor. Currently, Ms. Kravit is a former member of the AICPA's IRS Practice and Procedures Committee. Wendy is author of several continuing education tax courses for the AICPA."
Accessibility

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Individual Tax Fundamentals - Tax Staff Essentials
Select from the following options:
Online
$249.00
Nonmember Price
$249.00
Price excluding sales tax
$249.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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