Individual Tax Fundamentals: Tax Staff Essentials
Overview
Basic, but not boring.
Newcomers to tax return preparation are exposed to the many topics that encompass individual taxation.
Topics, discussed in an approachable format, include:
Taking advantage of present opportunities for your clients' futures
Tax planning involves understanding a client's current situation to anticipate areas of future tax savings. You'll review common individual tax planning topics to help clients prepare for their futures.
Decoding recent legislative changes for individual taxpayers
H.R. 1, commonly referred to as OBBBA, has created new tax planning opportunities for individual clients across the income and activity spectrums. You'll be able to provide your clients with the most current tax planning and tax-saving strategies for their tax plans.
Course materials include discussions of the major H.R. 1 provisions affecting individual taxpayers, further informed by IRS guidance.
This course has also been updated for IRS guidance related to other recent legislation, including SECURE (1.0 and 2.0) and the Inflation Reduction Act.
Part of Tax Staff Essentials Level 1
This self-study online course is part of Tax Staff Essentials Level 1, a comprehensive learning program that provides tax staff with the technical training required to support their teams.
Non-Member Price $399.00
Member Price $319.00