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Tax Staff Essentials - Individual Taxation Bundle
Tax
CPE Self-study

Tax Staff Essentials - Individual Taxation Bundle

Learn the skills necessary to help your clients navigate a range of tax issues.

$590 - $809
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Taxes

Level

Intermediate

CPE Credits

47.5

Availability

2 years

Product Number

TSEINDVBUND22SSO

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Product Details

Build comprehensive skills in individual taxation

Establish a strong set of core skills necessary for all areas of individual client service, including how to use concepts during tax planning to reduce taxes for individual clients.

Learn about basic and intermediate individual client services, including these areas of focus:

  • Income
  • Deductions
  • Credits
  • Passive losses
  • AMT
  • Estimated payments

Learn to maximize tax benefits in areas such as:

  • Sales of capital gain assets
  • Stock options
  • IRA conversions
  • Divorces
  • Self-employment
  • College planning

Courses included in this series:

Tax Staff Essentials is a comprehensive, integrated curriculum that provides tax training for four different experience levels and is available in four different formats: Online, On-site, Tax Schools, and Webcasts.

Who Will Benefit

  • Tax professionals seeking in-depth training on individual income taxes

Key Topics

  • Medicare surtax on net investment income
  • Dividends, interest, and planning opportunities
  • Compensation issues, deferred plans, and fringe benefits
  • Distributions from IRAs and other qualified plans
  • Gross income exclusions
  • Passive losses
  • Travel and entertainment
  • Depreciation and amortization
  • Gain and loss recognition and basis rules
  • Property transactions — capital vs. ordinary income
  • Itemized deductions
  • Tax computations and tax credits
  • Maximizing tax benefits for sales of capital gain assets and real property
  • Planning for employer stock options, employer stock held in retirement accounts, and restricted stock
  • Roth IRA conversions, withdrawals, retirement planning, and estate planning
  • Maximizing tax benefits for personal residence transactions
  • Tax planning opportunities with vacation homes, timeshares, and co-ownership arrangements
  • Tax planning for marital splits and married same-sex couples
  • Self-employed planning to reduce Social Security and Medicare taxes
  • Self-employed health benefits strategies
  • Tax-smart college financing for middle-class clients and high-income clients and procrastinators

Learning Outcomes

  • Identify how to apply the latest changes when preparing federal individual income tax returns.
  • Recognize how to advise individual clients on new developments and tax-saving ideas.
  • Determine when selling capital assets, business assets, and real estate are to a client’s advantage.
  • Recognize like-kind exchange rules under Section 1031.
  • Identify ways to advise clients on how to minimize taxes on employer stock options and employer stock held in qualified retirement plan accounts.
  • Differentiate between incentive stock options (ISOs) and nonqualified stock options (NQSOs).
  • Determine ways to help clients obtain maximum tax savings from vacation home and timeshare properties.
  • Differentiate between the rules for “regular” vacation homes, timeshares, and co-ownership deals.
  • Determine appropriate federal income tax advice for clients who are separated, divorcing, or divorced.
  • Recall ways to help middle-class clients identify college financing tax breaks.
  • Identify tax-saving college financing maneuvers for higher-income clients who are ineligible for the well-known education tax breaks.
  • Identify strategies of husband-wife businesses that will reduce Social Security and Medicare taxes.
  • Identify strategies for how parents can employ their children through their closely held business.
Credit Info
CPE Credits
Online
47.5
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Basic knowledge of individual income taxation
Access
Online
This is a digital product. With full paid access the content will be available to you for 2 years after purchase date.
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$809.00
AICPA Members
Online
$649.00
CIMA Members
Online
$649.00
Tax Section Members
Online
$590.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

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The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services. The Association is committed to making professional learning accessible to all. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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Tax Staff Essentials - Individual Taxation Bundle
Select from the following options:
Online
$809.00
Nonmember Price
$809.00
Price excluding sales tax
$809.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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We’ve paired this product in CPE & Learning bundles to help you meet your learning goals. As a bonus, bundles include even more savings.

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