Individual Tax Fundamentals - Tax Staff Essentials

Tax professionals can enhance their practice by studying tax-saving strategies for individual clients.

Learning Objectives:

'- Identify individual retirement account (IRA) and qualified plan distributions.

- Recognize the taxation of virtual currency.

- Recall how health savings accounts (HSAs) work.

- Recall the self-employed health insurance deduction.

- Recall the deductibility of charitable contributions.

- Recall the steps to figuring the qualified business income deduction under Section 199A.

- Recall the net investment income tax (NIIT) on unearned income.

Who will benefit:

- CPAs working with individual tax clients

This is an AICPA hosted webcast. You will launch the course from your OSCPA learning center portal. AICPA will issue and maintain your credits. Please make sure to download your CPE certificate from AICPA webcast portal at the conclusion of the webcast.