Individual Tax Update (Latest)

4.7 (3155)

Jason Dinesen, EA

Dinesen Tax & Accounting, P.C.

Friday, February 12, 2021 | 02:00 PM EST

  • AFSP
  • CPA
  • EA
  • Tax Pros
  • PFS
  • CTEC

2 CPE | 2 CE

FREE

Subject Area

Taxes

Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CPD credit (Verifiable) for CPA/PFS

2 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

2 CE credit of Federal Tax for Maryland Tax Preparers

2 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273)

2 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ )

2 CE credit of Federal Tax Update for Oregon Tax Preparers

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

Mar 04, 2021 | 03:00 PM EST Register
Mar 11, 2021 | 03:00 PM EST Register

Course Description

Tax laws are constantly changing. Tax and financial professionals need to stay current to understand the impact of these changes and to minimize taxes. This practical webinar provides a comprehensive update and an instant working knowledge of all key tax provisions. This course covers all the aspects with regard taxation and latest developments in tax laws. It includes basic formulas and methods that how the income tax is calculated. Further there are which deductions are available for individual tax clients which helps to minimize tax burden of your clients. You will come to know latest amendments from this course and enhance your knowledge to serve best to your individual tax clients.

MAJOR TOPICS COVERED

  • Essentials of Income Taxation
  • Basic Formulas for calculating Income tax
  • Various types of tax years
  • Identification of income and deduction with examples
  • Incomes and Exclusions
  • Factors affecting and determining filing status
  • General tax concepts
  • Estimated Payments
  • Credits

  Recommended for CPAs, EAs and other tax professionals.

Learning Objectives

  • Recognize how the federal income tax differs from other types of federal taxes.
  • Know the process of computation of taxes for an individual.
  • Identify the differences in the tax for ordinary income, capital gains, and qualified dividend income.
  • Discuss the difference between the cash and accrual method, and the correct period in which taxpayers must recognize income and/or deductions.
  • Identify deadlines for filing income tax returns and estimated taxes and how to obtain an extension of time for filing a return.

Who Should Attend?

  • Enrolled Agent
  • Tax Attorney
  • Tax Practitioners
  • Bookkeeper
  • Accountant
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • Accounting Firm
  • Tax Pros
  • CPA (Industry)
  • Tax Firm
  • Young CPA
  • Entrepreneurial CPA
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Tax Managers
  • Tax Preparer

Testimonial

4.7

(3155)
72%
25%
3%
1%
0%

SD

Instructor kept things interesting and used his voice to full advantage. Materials were helpful. One of the best webinars I have attended.

JU

I like the monthly tax updates courses - this one in particular was in regards to individual taxation. I have not had a ton of experience with Individual taxation as my career, until recently, has been focused on mostly corporate tax. I recently joined a new firm where I am doing more partnership/passthrough entities (which I have some experience in), as well as individual tax returns in which I have limited knowledge/experience. So this type of course (monthly updates) is especially useful in providing the most up to date information that I should be aware of, etc.

MC

very knowledgeable instructor, really appreciate the deep dives in a short course, great tax update

MV

The course provided valuable material and the instructor was good at keeping the audience engaged.

RV

An excellent presentation.

DJL

Another great presentation by Jason!