Staff Tax Training Individual: Advanced WEBCAST

Thursday, January 27 8:00am - 3:30pm PST

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8.0 Credits

Member Price $289.00

Non-Member Price $389.00


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 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.


Working knowledge of basic individual income tax concepts.

Designed For

Tax professionals.


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.







Troy Lewis

“Troy Lewis is the Past Chair of the Tax Executive Committee of the American Institute of CPAs (AICPA) in Washington, DC. In this role, he has testified six times before the United States Senate Finance Committee and the House Committee on Small Business.  Mr. Lewis has been active with the AICPA and the Utah Association of CPAs, for over two decades serving in key leadership positions including the President of the UACPA. Mr. Lewis currently teaches accounting and tax at Brigham Young University in Provo, Utah. He is in practice as a Manager/Member at Lewis & Associates, CPAs, LLC in Draper, Utah. He also worked in public accounting at Arthur Andersen and for a community bank in St. George, Utah. He obtained his Masters of Accountancy and Bachelors of Science in Accountancy from Brigham Young University. He is also a Certified Public Accountant (CPA) and a Chartered Global Management Accountant (CGMA).”

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Non-Member Price $389.00

Member Price $289.00