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Surgent's In-Depth Understanding of the AMT for Individuals (AMTI)
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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.

7/14/2015
When: 7/14/2015
11:00 AM - 1:00 PM
Where: Webcast/Webinar
Presenter: Karen Davis, EA, MBA, Ph.D.
Contact: April Deneault
801-834-6634

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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 refigured 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: Taxes (2)

Level: Basic

CPE Credit: 2 Hours

Acronym: AMTI

 

Registration Fees: $89

  

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