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Webcast: Individual Tax Fundamentals (WBITF316)
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11/4/2016
When: 11/4/2016
8:00 AM until 3:35 PM
Where: Webcast
AICPA
1164126:A767996306120A4DFBB851C3E8809EE6
United States
Presenter: Pamela Davis-Vaughn, CPA


Online registration is closed.
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Acronym WBITF316
CPE 8 hours
Vendor AICPA
Category
Tax
Level Basic
Yellow Book No
Prerequisite None
Who should attend CPAs and accountants new to taxation
Members $249
CPA Non-Members $319

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Description

This webcast provides participants up-to-date information on critical tax issues, giving them an outstanding foundation in the federal tax arena for individuals. Ensure your clients receive the most current tax planning and tax-saving strategies for their tax plans.

Objectives

When you complete this course you will be able to:

  • Determine the filing status and interpret the filing requirements for individual taxpayers

  • Determine gross income inclusions and exclusions around dividends and interest

  • Differentiate the taxability of deferred income, Social Security benefits, and other taxable income

  • Apply the specific rules for the deductibility of travel and entertainment expenses as they relate to business or rental transactions in preparing income tax returns

  • Recognize Education related expenses and the rules for Health Savings Accounts

  • Distinguish between standard and itemized deductions including medical expenses, interest, taxes, charitable contributions, theft losses, and miscellaneous deductions

  • Gather the necessary information required to include tax credits on an individual tax return

  • Recognize when the Medicare Payroll Tax will impact an individual

  • Identify the applicability of the Medicare tax on Net Investment Income

Topics

  • Filing requirements and personal exemptions

  • Gross income inclusions, exclusions, and adjustments

  • Travel and entertainment

  • Standard and itemized deductions

  • Tax and tax credits

  • 0.9% Medicare Payroll Tax

  • 3.8% Net Investment Income Tax

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