CPE Course Streamlined Tax Staff Training-Complex Return Issues

November 14, 2022

8:45AM — 4:30PM

Location

Member Price $259.00Register after October 24 and pay $279.00
Non-member Price $359.00Register after October 24 and pay $379.00

Curriculum Taxation

Field of Interest Taxation (General)

Level Advanced

Designed For

Accounting and financial professionals who will be working on individual income tax returnsthat involve common reporting complexities. May also be suitable for public practice.

Objective

Participants will be able to:

  • Solve tax basis problems with mutual fund redemptions and sales
  • Compute the proper qualified business income deduction for an individual tax payer
  • Calculate and report AMT adjustments and preferences
  • Compute an individual NOL
  • Identify and report tax matters associated with divorce and dependent children
  • Claim "Real Estate Professional" status and make election to aggregate rental activities
  • Report and claim investment interest
  • Properly classify "passive activities"
  • Take full advantage of Schedule C deductions

Highlights

  • Self-employment issues-retirement plan contributions, health insurance, and self-rental
  • Passive loss issues
  • Calculation of individual NOL
  • AMT carryforwards, carrybacks, and AMT credit
  • Alimony child support, and property settlements
  • 1031 exchanges
  • Contribution of tangible property to various entities (corporations and partnership)

Instructors

Prerequisites

PREREQUISITESExperiencewith individualtax returns

Developer

Kaplan Financial Institute

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