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Technical

1040 Tax Return Workshop and Video Course Logo aicpa

  Wendy Kravit, CPA, MBA |   $209.00 - 369.00 |   CPE: 27.0-36.5 |   AICPA |   Oct 2017 |   Taxes |   AICPA Store

Get your tax return training from the industry's best!

The AICPA's individual tax workshop provides the latest practical insights from nationally recognized tax experts. All key tax return issues are covered during this fast-paced, real-world session. Reinforce your understanding of frequently used principles and receive a wealth of tax-planning tips and strategies. Learn how to apply the latest changes when preparing federal income tax returns, and advise clients on new developments and tax-saving ideas for individuals. This course contains a wide variety of tax issues effecting today's individual tax return filers. Featuring an online video moderated by expert Sid Kess, you will receive useful tax planning strategies and real-life examples to help you apply what you've learned. Make sure you are armed with the latest tax guidance as you enter the upcoming tax season!

Learning Objectives

This course will prepare you to do the following:

  • Apply the latest changes when preparing federal individual income tax returns.
  • Advise Individual clients on new developments and tax saving ideas.

Key Topics

  • New Tax Developments
  • Protecting American From Tax Hikes Act (PATH Act)
  • Medicare Surtax on Net Investment Income
  • Health Insurance tax credit, other tax credits
  • Dividends, interest, and planning opportunities
  • Compensation issues, deferred plans, fringe benefits
  • Distributions from IRA's and other qualified plans
  • Gross income exclusions
  • Passive losses
  • Vacation homes, home offices, bad debts
  • Travel and entertainment
  • Depreciation and Amortization
  • Gain and loss recognition and basis rules
  • Property transactions — capital gain vs ordinary income
  • Self-employed health insurance, Alimony, and other adjustments to income
  • Itemized Deductions
  • Tax Computations and Tax Credits

Who Will Benefit?

  • CPAs working with clients or employers requiring up-to-date expertise in individual income taxation for the current tax season

Discounts

PFP and Tax Section Members qualify for an additional 10% discount!

When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org

Topics covered:
  • Tax: Technical: Individual income taxation : Reporting & filing requirements, Foundational
  • Tax: Technical: Individual income taxation : Income, Foundational
  • Tax: Technical: Individual income taxation : Deductions, Foundational
  • Tax: Technical: Individual income taxation : Tax computation, Foundational
  • Tax: Technical: Individual income taxation : Credits, Foundational

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