U.S. Individual Taxation course by AICPA
U.S. Individual Taxation course by AICPA
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U.S. Individual Taxation course
As a tax professional, you know that tax planning is vital to providing excellent client service. You also know that it can be challenging to keep up with the many changes in tax law.
This course will give you a strong foundation in the core skills necessary for providing individual client service, including how to use concepts during tax planning to reduce taxes for individual clients.
You'll learn about primary and intermediate individual client services, including these areas of focus:
- The tax planning process -
- The different types of taxes that apply to individuals
- How to use tax concepts to reduce taxes for individual clients
The course is bundle of three individual online courses
- Individual Tax Fundamentals
- Intermediate Individual Taxation
- Individual Tax Planning
Who will benefit from this in-depth training on individual income taxes?
Tax professionals seeking a more comprehensive understanding of the tax code will find this course extremely beneficial.
Are you looking to maximize your tax benefits in these areas?
- Sales of capital gain assets
- Stock options
- IRA conversions
- College planning
Individual Tax Fundamentals
As a tax professional, you know that your client's needs change over time. To keep up with your client's evolving needs, you must be responsive and adaptable. One way to do this is by offering tax-saving strategies to help your clients save money.
The Internal Revenue Code (IRC) is a complex document. It can be challenging to keep up with the latest changes and find the most current tax-saving strategies for your clients.
This course decodes the IRC for individual taxpayers. In this course, you'll learn about the impact of the latest tax legislation and IRS guidance, including the American Rescue Plan Act of 2021. You'll also get a foundation in the federal tax arena for individuals so you can better advise your clients.
Intermediate Individual Taxation
Congress's frequent legislative changes to the Internal Revenue Code have many individuals and closely held businesses highly focused on the impact of taxes and tax rates on their financial well-being.
Become up to date on tax law changes, Tax Court decisions, and the latest IRS guidance, as well as the latest comprehensive tax-planning strategies to preserve your clients' wealth.
Show your clients how you are protecting themselves from higher taxes and ensure your role as a trusted advisor.
Individual Tax Planning
The U.S. Congress' constant legislative changes to the Internal Revenue Code have many individuals and closely held businesses highly focused on the impact of taxes and tax rates on their financial well-being.
As a result, it is essential for tax professionals to stay up to date on tax law changes, Tax Court decisions, and the latest IRS guidance.
In addition, tax professionals should be aware of the latest comprehensive tax-planning strategies to preserve their clients' wealth.
By staying up to date on these matters, tax professionals can show their clients how they protect themselves from higher taxes and ensure their role as trusted advisors.
- Medicare surtax on net investment income
- Dividends, interest, and planning opportunities
- Compensation issues, deferred plans, and fringe benefits
- Distributions from IRAs and other qualified plans
- Gross income exclusions
- Passive losses
- Travel and Entertainment
- Depreciation and amortization
- Gain and loss recognition and basis rules
- Property transactions — capital vs. ordinary income
- Itemized deductions
- Tax computations and tax credits
- Maximizing tax benefits for sales of capital gain assets and real property
- Planning for employer stock options, employer stock held in retirement accounts, and restricted stock
- Roth IRA conversions, withdrawals, retirement planning, and estate planning
- Maximizing tax benefits for personal residence transactions
- Tax planning opportunities with vacation homes, timeshares, and co-ownership arrangements
- Tax planning for marital splits and married same-sex couples
- Self-employed planning to reduce Social Security and Medicare taxes
- Self-employed health benefits strategies
- Tax-smart college financing for middle-class clients and high-income clients, and procrastinators
- Identify how to apply the latest changes when preparing federal individual income tax returns.
- Recognize how to advise individual clients on new developments and tax-saving ideas.
- Determine when selling capital assets, business assets, and real estate are to a client's advantage.
- Recognize like-kind exchange rules under Section 1031.
- Identify ways to advise clients on how to minimize taxes on employer stock options and employer stock held in qualified retirement plan accounts.
- Differentiate between incentive stock options (ISOs) and nonqualified stock options (NQSOs).
- Determine ways to help clients obtain maximum tax savings from the vacation home and timeshare properties.
- Differentiate between the rules for "regular" vacation homes, timeshares, and co-ownership deals.
- Determine appropriate federal income tax advice for clients who are separated, divorced, or divorced.
- Recall ways to help middle-class clients identify college financing tax breaks.
- Identify tax-saving college financing maneuvers for higher-income clients who are ineligible for the well-known education tax breaks.
- Identify strategies of husband-wife businesses that will reduce Social Security and Medicare taxes.
- Identify strategies for how parents can employ their children through their closely held businesses.
|Prerequisite||IBasic knowledge of individual income taxation. It is recommended that you complete each certificate in sequential order as the content presented in each certificate builds on training in previous certificates.|
|Format:||Course materials - Self-paced Online. US Individual taxation course|
|Access:||This is a digital product. You will have access to the content for 2 years after purchase date.|