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Intermediate Individual Taxation - Tax Staff Essentials
Tax
Webcast

Intermediate Individual Taxation - Tax Staff Essentials

Tax tips and tax strategies to help your new and existing individual clients.

$349 - $419
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

Date

Nov 06, 2025

NASBA Field of Study

Taxes

Level

Intermediate

CPE Credits

8

Instructor

Deborah A. Phillips

Availability

Product Number

VTSEIIT251106

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 Business & partner 
Product Details

Modern tax strategies for individual clients

Frequent changes in legislation make it challenging to keep track of the opportunities for individuals to save on their taxes. Materials explain the latest tax law changes and the individual and business planning opportunities they provide.

You'll gather a wealth of tax-planning tips and strategies and learn about key tax return issues so you have the latest guidance to serve your clients better.

In this course, you'll explore the effects of the latest tax legislative, regulatory, and court actions, including:

  • American Rescue Plan of 2021
  • SECURE Act 1.0
  • SECURE Act 2.0
  • Inflation Reduction Act of 2022
  • Tax Court decisions
  • IRS guidance on the hottest tax topics affecting individual taxpayers

Key Topics

  • Gains and losses on property transactions
  • Fringe benefits
  • Retirement plan distributions
  • Hobby losses
  • Home offices
  • Depreciation and amortization
  • Tax credits
  • The qualified business income deduction under Section 199A

Learning Outcomes

  • Determine whether an activity is passive or active.
  • Determine the allowable deductions for vacation homes.
  • Recognize how material participation affects the taxation of an activity.
  • Determine the amounts allowable for deducting travel and transportation expenses.
  • Identify income categories and entity types that qualify for the qualified business income (QBI) deduction.
  • Identify the rules for amortizing and expensing start-up costs, intangible assets, and research and experimentation expenditures.
  • Identify property transaction provisions that apply to installment sales, inherited property, and other capital assets.

Who Will Benefit

  • CPAs working with clients or employers requiring up-to-date expertise in individual income taxation
Credit Info
CPE Credits
8
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Working knowledge of individual income taxation and Form 1040 preparation
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
8 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
$419.00
AICPA Members
$349.00
CIMA Members
$349.00

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. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Deborah A. Phillips
CPA, MST
Deborah A. Phillips, CPA, MST, operates her own tax controversy practice where she specializes in partnership and S Corporation tax law as well as IRS audits and procedures. Debbie, retired from the Large Business and International Division (LB&I) of the Internal Revenue Service (IRS) where she was a Senior Manager in the Flow Through Issue Practice Group (IPG). The IPG specializes in S corporation and partnership tax issues for LB&I. Debbie worked for the IRS for over 31 years ago and she has extensive accounting and taxation knowledge of individual, corporate, and partnership federal tax returns. She was the Operations and Technical Assistant to the Deputy Commission International, the Technical Assistant to the Director of PFTG, a Territory Manager in the Retail, Food and Pharmaceuticals Industry, a Team Manager in the Heavy Manufacturing Industry and the IRC Section 263A Technical Advisor. Debbie taught graduate and undergraduate courses in accounting and taxation as an adjunct faculty member at Delaware State University, Wilmington College, and Goldey-Beacom College. She has been a seminar presenter for over 17 years as well as a text book author. Debbie earned her master's degree in taxation from Widener University.
Accessibility

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 product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional 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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