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Intermediate Individual Taxation
Tax
Webcast

Intermediate Individual Taxation

Learn tax tips and latest tax strategies to help your individual clients. Understand how to respond to the needs of new and existing clients.

$307 - $373
Do you have an AICPA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Taxes

Level

Intermediate

CPE Credits

8

Author(s)

J. William Harden

Availability

Product Number

VTSEIIT22070

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 Business & partner 
Product Details

Congress continues to create uncertainty with its frequent legislative changes. Learn the tax law changes and the individual and business planning opportunities they provide.

Gather a wealth of tax-planning tips and strategies, and learn about key tax return issues so you have the latest guidance to better serve your clients. Explore in-depth the effects of the latest tax legislation, including the American Rescue Plan of 2021, tax court decisions, and IRS guidance on the hottest tax topics affecting individual taxpayers.

Key Topics

  • Gains and losses on property transactions
  • Fringe benefits
  • Retirement plan distributions
  • Hobby losses
  • Home offices
  • Depreciation and amortization
  • Tax credits
  • The qualified business income deduction under Section 199A

Learning Outcomes

  • Determine the various items that should be included or excluded in an individual's gross income and their proper tax treatment.
  • Identify the specific rules that apply under the "passive activity" rules.
  • Identify and calculate the business deduction for home office expenses and deduction limitations on vacation homes and other ordinary business expenses.
  • Recognize the tax implications of having rental real estate classified as an active or passive activity.
  • Determine the amounts allowable for deducting travel, transportation, and meals expenses.
  • Identify the rules for depreciation and amortization deductions.
  • Differentiate between capital and ordinary income treatment on property transactions.
  • Identify tax consequences for self-employed retirement plans and IRAs.
  • Gather the information required to include the claim for a tax credit on an individual income tax return.
  • Calculate the qualified business income deduction.

Who Will Benefit

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

Credit Info
CPE Credits
8
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Knowledge of individual income taxation and Form 1040 preparation
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
8 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
$373.00
AICPA Members
$307.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Speakers
J. William Harden
Ph.D., CPA, ChFC
University of NC Greensboro / Greensboro, NC Bill is an Associate Professor in the Bryan School of Business and Economics at UNC Greensboro where he teaches tax courses on flow-through entities, individual and corporate tax, tax research, IRS practices and ethics. Bill has over twenty years of experience in taxation. He began his public accounting career in 1990 in the Dallas office of one of the Big Six accounting firms. In addition to his university teaching, Bill consults on tax and financial planning issues and maintains a sole practice in North Carolina, focusing on taxation and financial consulting for small businesses and individuals. Bill has testified before the House Ways and Means Oversight Sub-Committee on internet taxation issues. He was the recipient of a Lybrand Certificate of Merit in 2002. Bill has been involved in CPE instruction for over a decade. He was the author of the AICPA’s tax update courses from 2007 through 2012 and received AICPA instructor awards in 2011, 2012 and 2013. Bill also received NCACPA outstanding instructor awards in 2009, 2010 and 2011. Bill has authored over 30 publications in tax accounting and financial planning journals, including the Journal of Financial Service Professionals, Strategic Finance, National Tax Journal, Journal of Business Finance and Accounting, Tax Notes, Tax Advisor, Journal of the American Society of CLU and ChFC. Mr. Harden is currently a member of the American Accounting Association, the American Taxation Association, the National Tax Association, the AICPA, and the North Carolina Association of CPAs. He is a past board member of the Piedmont Chapter of the NCACPA.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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Intermediate Individual Taxation
Select from the following options:
Dec 12, 2022
1pm9pm GMT
Jan 09, 2023
1pm9am GMT
Feb 15, 2023
2pm10pm GMT
Nonmember Price
$373.00
Price excluding sales tax
$373.00
Do you have an AICPA membership? 
Log in to apply your member discount.
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