CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Individual Tax Update (Latest)

  • AFSP
  • CFP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC
Individual Tax Update (Latest)

2 Credits

$20

Subject Area

Taxes

Webinar Qualifies For

2 CPE credit of Taxes for all CPAs

2 CE credit of Federal Tax Update for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-U-00455-21-O)

2 CE credit of Federal Tax Law Update for California Tax Professionals (CTEC Approved-6273) (Approval No. 6273-CE-0455)

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

2 CPD credit (Verifiable) for CPA/PFS

2 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-U-00455-21-O)

2 CE credit of Tax Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 290002)

2 CE credit of Federal Tax Update for Oregon Tax Preparers (Approval No. GEHNZ-U-00455-21-O)

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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 CPE webinar for CPAs provides a comprehensive update and an instant working knowledge of all key tax provisions. This online webinar 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?

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

Testimonial

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4.7

(674)
72%
24%
2%
0%
0%

LO

Nice webinar

CS

I thought this CPE was great! I learned a lot about the child tax credit and 1099 changes. I come across these items on a daily basis in my job and it was helpful to learn this information.

CO

Great update!

MG

Good content, well organized and presented.

NBMT

Very helpful

LF

Good updates on individual taxes! Really enjoy Jason's programs.