CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Basic Individual Tax Course (Updated 2019)

4.5 (15)

Allison McLeod, Doc. of Law

Allison M. McLeod LL.M. CPA A PLLC

Thursday, April 09, 2020 | 03:00 PM EDT

  • AFSP
  • CPA
  • EA
  • Tax Preparer
  • Oregon Tax Preparer
  • CTEC

2 Credits

$20

Subject Area

Taxes

Course Description

This highly informative course comprehensively covers all the latest tax law developments. The focus is on individual taxation and discussion of the planning opportunities practitioners need to understand to help clients respond effectively. You will come away from the course with the up-to-date knowledge to educate your individual tax clients and implement tax-saving ideas that will serve their ever-evolving needs.

MAJOR TOPICS COVERED:

  • Fundamentals of income taxation
  • Calculating the federal tax liability
  • Different types of tax years
  • Recognition of income and deductions
  • Income and exclusions
  • Filing status
  • Standard deductions vs. Itemized deductions
  • Common tax concepts
  • Estimated payments
  • Credits

Recommended for CPAs, CFPs, EAs and other tax preparers.

Learning Objectives

  • Identify how the federal income tax differs from other types of federal taxes.
  • Determine the steps in computing a taxpayer's federal income tax liability.
  • Differentiate tax consequences for terms commonly used for the federal income tax, such as
  • Recognize how an individual's standard deduction is determined.
  • Explain differences in the tax for ordinary income, capital gains, and qualified dividend income.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Auditors
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial CPA
  • Outsourced CFO
  • Senior Accountant
  • Tax Accountant (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA

Testimonial

Array
(
    [no_of_record] => 15
    [average] => 4.5333
)
 

4.5

(15)
67%
20%
13%
0%
0%

BG

Allison did a fantastic job. The simplicity of the slides and examples made it easy to follow and understand. The speaker presentation and slides were excellent

JP

I was impressed by the knowledge of this presenter. She presented in a way that was easy to understand and placed emphasis on the topics that matter the most to a tax professional

KM

I found the webinar content to be very informative. This webinar needs to be longer. The presenter did not have enough time to finish the webinar. I do not recommend myCPE for CE or CPE. I was cut off from submitting the completed final quiz on my first attempt. myCPE reopened the quiz but most of the questions in "this" final quiz do not go along with this webinar.