This course is essential for the tax practitioner who wants to update their knowledge of individual income taxation so that the practitioner can provide solid planning advice to their clients prior to year-end. This course will provide a comprehensive review of Form 1040 issues for the 2021 tax year. Included will be a thorough review of all Internal Revenue Code changes made by year-to-date. In addition, this course will instruct the participant as to where to expect potential changes to be made by the current administration.
Please note – materials for this event will be provided electronically ONLY. Please feel free to bring your own device to view the materials. We recommend that you download them prior to the event date rather than onsite.
▪ Status issues
▪ Divorce issues
▪ Death of a taxpayer issues
▪ Military issues
▪ Income and deduction planning ideas
▪ Non-resident and resident alien issues
▪ Foreign related reporting issues
▪ Compensation and fringe benefits
▪ Social Security issues
▪ Capital gains
▪ Deduction issues
▪ Kiddie Tax
▪ Various credits
CPAs, EAs, attorneys, financial planners, insurance agents, and bankers