Print Page   |   Contact Us   |   Sign In   |   Join
Surgent's In-Depth Understanding of the AMT for Individuals (AMTI)
View Registrations Tell a Friend About This EventTell a Friend
 

Every tax practitioner should be aware of the mechanics of the Alternative Minimum Tax (AMT) because the AMT affects so many middle- and high-income taxpayers. Even when the taxpayer ultimately pays the regular tax, it is often unclear during the client interview whether the AMT applies or not. This program takes an in-depth look at the various components of the individual AMT, including especially the adjustments that commonly throw many taxpayers into the AMT.

5/14/2015
When: 5/14/2015
5:00 PM - 7:00 PM
Where: Webcast/Webinar
Presenter: Karen Davis, EA, MBA, Ph.D.
Contact: April Deneault
801-834-6634


Online registration is closed.
« Go to Upcoming Event List  

Every tax practitioner should be aware of the mechanics of the Alternative Minimum Tax (AMT) because the AMT affects so many middle- and high-income taxpayers. Even when the taxpayer ultimately pays the regular tax, it is often unclear during the client interview whether the AMT applies or not. This program takes an in-depth look at the various components of the individual AMT, including especially the adjustments that commonly throw many taxpayers into the AMT.

 

Objectives:

* Understand AMT rates, exemptions, and adjustments applicable to individuals * Understand when AMT applies and the circumstances that most often force taxpayers into the AMT * How to correctly prepare Form 6251


 

Major Subjects:

* Income and expense items that commonly throw individuals into the AMT * Preparing and analyzing Form 6251, Alternative Minimum Tax—Individuals * AMT adjustments and tax preference items * Depreciation that must be re figured for the AMT * The AMT exemption amounts for 2015 and their impact on an individual’s AMT liability * Tax treatment of long-term capital gains and qualified dividends when taxpayer is in the AMT

 

Designed For:

Any tax practitioner who wishes to understand the Alternative Minimum Tax as it impacts individual taxpayers

 

Prerequisite:

Basic understanding of the tax rules impacting individuals and pass-through entities

 

Advanced Prep: None

  

Speaker: Karen Davis, EA, MBA, Ph.D.

Vendor: Surgent McCoy

Field of Study: Tax

Level: Basic

CPE Credit: 2 Hours

Acronym: AMTI

 

Registration Fees:

$89

 


Membership Management Software Powered by YourMembership  ::  Legal