Individual Tax Fundamentals

Description

Providing an outstanding foundation in the federal tax arena for individuals, this course provides up-to-date information on critical tax issues. You learn to sort
through the maze of tax compliance and tax planning strategies, helping you make sure you are taking advantage of present opportunities and preparing for the future. Join us for this fast-paced, real-world session and make yourself look like a hero in the eyes of your clients. Course materials include the latest legislative and
IRS guidance on the latest key tax topics.

Highlights

  • Filing requirements and personal exemptions
  • Gross income inclusions, exclusions, and adjustments
  • Travel and entertainment
  • Standard and itemized deductions
  • Tax and tax credits
  • 0.9% Additional Medicare Payroll Tax
  • 3.8% Net Investment Income Tax
  • Income exclusions
  • Hot tax planning strategies for individuals and small businesses
  • Roth IRA, IRA, and retirement plan options

Objectives

When you complete this course, you will be able to:

  • Determine the filing requirements for individual taxpayers.
  • Calculate the self-employed health insurance deduction.
  • Identify the rules for Health Savings Accounts.
  • Identify the applicability of the Additional Medicare Payroll Tax on net
  • investment income.

Designed For

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



Leaders

Brian Greenstein

Brian R. Greenstein, Ph.D Kennett Square, PA

Brian R. Greenstein, Ph.D., is an accounting professor at the Lerner College of Business and Economics at the University of Delaware. Previously he served as the Director of Graduate Tax Programs and Chair of the Department of Accounting and Taxation at Seton Hall University. Dr. Greenstein started his career with an international CPA firm and currently maintains an active consulting practice. Dr. Greenstein has presented hundreds of live seminars on various tax and financial planning topics for State CPA societies, private accounting firms, and the Internal Revenue Service. He has also written numerous articles appearing in national publications such as the Journal of Taxation, The Tax Advisor, the CPA Journal, the Journal of Corporate Taxation, Taxes -- The Tax Magazine, Taxation for Lawyers, and the Review of Taxation of Individuals. His research has been quoted by the Supreme Court of the United States in Indopco v. Commissioner, and he actively contributes to the regulatory standard-setting process.