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.
Taxation of investments, Reporting of business income and losses from passthrough 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.
Working knowledge of basic individual income tax concepts.
Identify all of the individual income tax series 1040 and bsic 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 advanvced individual complications. Reinforce concepts through the use of basic quick case studies.
Non-Member Price $395.00
Member Price $295.00