Individual Tax Preparation and Strategy
 
Estate & Trust Primer
This webcast helps you understand the tax obligations of trusts and estates and how these obligations affect beneficiaries. With updates from the Tax Cuts and Jobs Act (TCJA), we provide exercises and examples that reflect the calculation and allocation of taxable income and its presentation on the appropriate forms. You’ll also learn how to prepare the federal Form 1041 and the accompanying schedules.
August 1, 2019

Individual Tax Fundamentals
This course provides participants up-to-date information on critical tax issues, giving them an outstanding foundation in the federal tax arena for individuals. Let us help you sort through the maze of tax compliance and tax planning strategies to make sure you are taking advantage of present opportunities and preparing for the future. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.
August 2, 2019

Intermediate Individual Taxation
Reinforce your understanding of frequently used principles and receive a wealth of tax-planning tips and strategies. Learn how to apply the latest changes when preparing federal income tax returns and advise clients on new developments and tax-saving ideas for individuals. Webcast materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.
August 5, 2019

Social Security and Medicare: Maximizing Retirement Benefits
The U.S. Social Security system provides retirement, disability and survivor benefits to millions of Americans. But your clients who are currently paying into the system may have questions about the long-term future of Social Security and Medicare. Attend this webcast to learn about FICA, Medicare tax and more. We will cover real-world examples, so you can advise your clients on making optimal Social Security and Medicare decisions.
April 6, 2019

IRS Audits
Want to help your client save money and avoid potential trouble with the IRS? This webcast has been updated for the Tax Cuts and Jobs Act (TCJA) and explains what may trigger an IRS audit, how to negotiate, settle on appeal, qualify for an IRS collection program and evaluate your client's best options for dealing with the IRS.
August 12, 2019

Tax Research I
This webcast is designed to provide you a working knowledge of the methodology of implementation-based tax research. To keep you current on new trends, we will explore the latest developments in online research.
August 13, 2019

Tax Research II
Tax questions arise when a unique set of facts is examined considering general rules of tax law. In many instances, the most important questions are by no means obvious. The more experienced the tax adviser, the easier it is to identify and ask the right questions. However, for the beginner, asking the right question is often the most difficult part of tax research. This webcast is designed to help you identify and phrase critical tax questions. We help you structure your searches and formulate the questions to make your research more effective.
August 14, 2019

Basis/Distributions for Pass-Through Entities: Simplifying Complexities
This course addresses the rules used to determine basis for partnerships and S Corporations, and puts the computation of basis in contexts that often come under scrutiny - loss limitations, distributions, and sales of an interest, among others. Learn the crucial rules for computing the adjusted basis and the tax treatment of distributions from pass-through entities, such as partnerships and S Corporations. Focus on the computation of the basis and the at-risk amount for these entities. Become familiar with correct allocation of liabilities among partners, the types and amounts of income that can result from distributions and sales of interests, and the basis of assets distributed from pass-through entities.
December 4, 2019

Health Care Reform Act: Critical Tax and Insurance Ramifications
Join this webcast to better understand the impact of the Act and the impact of the most recent legislation on the ACA. With our detailed examples, you’ll be able to meet your clients' needs and discuss how health care and coverage costs will change in the future. Additionally, you'll discover how to use this health care information for tax planning opportunities.
December 17, 2019

AICPA's Annual Federal Tax Update
This comprehensive course covers all legislative, judicial, and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and confidently complete tax planning and compliance engagements. Cover current developments affecting individuals (including those regarding income, deductions and losses, tax calculations, individual credits, filing matters), business entities (including those regarding S Corporations and their shareholders, C Corporations, partnerships), estates and trusts, retirement plans, and more. Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.
December 19, 2019

Annual Tax Update: Individuals and Sole Proprietors
This comprehensive course presents what’s new and what has changed in the federal individual income tax arena. It brings you up-to-the-minute guidance on the latest tax legislation, court decisions and IRS pronouncements. Gain practical insights and valuable tax-saving strategies from AICPA’s seasoned tax professionals who know what the new laws, rules, and court rulings can mean for real-world taxpayers. With the ever changing tax laws and their increased complexity, you can’t afford to miss this course! Course materials include the impact of the Tax Cuts and Jobs Act of 2017 (TCJA) tax reform law.
December 20, 2019