July 30, 2024


Live Webcast

Individual Tax Fundamentals

July 30, 2024
Live Webcast

Individual Tax Fundamentals

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    Instructor

    Brian
    Greenstein

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Learning Objectives

When you complete this course, you will be able to:
  • Determine the filing requirements for individual taxpayers.
  • Calculate the self-employed health insurance deduction.
  • Identify the rules for Health Savings Accounts.
  • Identify the applicability of the Additional Medicare Payroll Tax on net
  • investment income.

Major Topics

  • Filing requirements and personal exemptions
  • Gross income inclusions, exclusions, and adjustments
  • Travel and entertainment
  • Standard and itemized deductions
  • Tax and tax credits
  • 0.9% Additional Medicare Payroll Tax
  • 3.8% Net Investment Income Tax
  • Income exclusions
  • Hot tax planning strategies for individuals and small businesses
  • Roth IRA, IRA, and retirement plan options

Things to Know About This Course

Course Level

  • Basic - Intermediate

Intended Audience

CPAs working with clients or employers requiring up-to-date expertise in individual income taxation for the current tax season

Provider

American Institute of CPAs (Durham)

This event has ended.