6/28/2024
8:30 AM - 12:00 PM CST


Location: Online

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 current 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. 

Learning Objectives: 
At the end of this course the participants will be able to:
• To discuss major changes to the Internal Revenue Code created by legislation
• To list ideas as to how to create and/or update their client’s tax, financial, estate, and retirement plans due because of legislation

Major Topics:
•  Major changes to legislation
• 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
• Cryptocurrency
• Compensation and fringe benefits
• Social Security issues
• Capital gains
• Deduction issues
• Kiddie Tax
• Various credits

Instructor: Art Werner
Field of Study: Taxation (4)
Designed For: CPAs, EAs, attorneys, financial planners, insurance agents, and bankers
Prerequisite: None
Level: Update