August 10, 2022


Webinar


8 Total CPE Credits

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Staff Tax Training Individual: Advanced

Learning Objectives

  • Identify all of the individual income tax series 1040 and basic schedules and know when each form is used.
  • Learn the correct federal tax treatment of various advanced individual income tax topics.
  • Calculate the total tax liability of an individual taxpayer with several advanced individual complications.
  • Reinforce concepts through the use of basic quick case studies.

Major Topics

  • Taxation of investments
  • Reporting of business income and losses from pass-through entities including loss limitations
  • Non-income taxes that impact individual income tax returns
  • Retirement contributions and planning
  • Alternative Minimum Tax
  • Social Security taxation
  • Charitable contribution planning with limitations

CPE Credits Available

8
Total CPE
8
Taxes

Things to Know About This Course

Prerequisites

Working knowledge of basic individual income tax concepts.

Advanced Preparation

None

Intended Audience

Tax professionals

Provider

California Society of CPAs

This event has ended.