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Individual Income Taxation: Critical Tax Compliance and Planning Strageties (142-18)
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This course provides participants up-to-date information on critical tax issues, giving them an outstanding foundation in the federal tax arena for individuals. Let us help you sort through the maze of tax compliance and tax planning strategies to make sure you are taking advantage of present opportunities and preparing for the future. It is critical that you ensure your clients receive the most current tax planning and tax-saving strategies for their tax plans.

 Export to Your Calendar 12/21/2018
When: 7:30 AM - 3:30 PM
Where: UACPA Training Room
136 South Main Street, Suite 510
Salt Lake City, Utah  84101
United States
Presenter: Peter Bunce
Contact: April Deneault
801-466-8022


Online registration is available until: 12/21/2018
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Acronym IITF18
CPE 8 hours
Category
Taxation
Level Intermediate
Vendor AICPA
Who should attend

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

Prerequisite
Knowledge of individual
income taxation and
Form 1040 preparation
Fees: Early Bird
(through 12/7)
Standard
(after 12/7)
Member $257 $285
Non-Member: N/A
$340

AICPA Members receive an additional $30 off the price of this course. Use promo code AICPA8 at checkout to receive the discount.

The Member rate applies to UACPA members and reciprocal state society members. To register online, use the ‘Register’ button above. To register by phone, call the UACPA at 801.466.8022, Monday through Friday, 8am to 4pm.

Description 
This course provides participants up-to-date information on critical tax issues,
giving them an outstanding foundation in the federal tax arena for individuals. Let
us help you sort through the maze of tax compliance and tax planning strategies
to make sure you are taking advantage of present opportunities and preparing for
the future. It is critical that you ensure your clients receive the most current tax
planning and tax-saving strategies for their tax plans. Join us for this face-paced,
real-world session and make yourself look like a hero in your client’s eyes.


Major Subjects

  • Filing requirements and personal exemptions
  • Gross income inclusions, exclusions, and adjustments
  • Travel and entertainment
  • Standard and itemized deductions
  • Tax and tax credits
  • 0.9% 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
  • And much more!

Objectives

  • 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

 

 

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