Individual Tax Fundamentals - Tax Staff Essentials
Overview
Tax professionals can enhance their practice by studying tax-saving strategies for individual clients.
Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Basic
This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.
Highlights
Prerequisites
None
Designed For
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.
Leader(s):
Leader Bios
William Harden, James William Harden, CPA
J. William Harden, Ph.D., CPA, ChFC, is an associate professor in the Bryan School of Business and Economics at the University of North Carolina (UNC) – Greensboro, where he teaches tax courses on flow-through entities, individual and corporate tax, tax research, Internal Revenue Service (IRS) practices and international tax. Prior to teaching, Harden was a senior tax accountant with an international CPA firm as well as a tax accountant for an international oilfield exploration company. In addition to his university teaching, Harden consults on tax and financial planning issues. He has testified before the House Ways and Means Oversight Subcommittee on Internet taxation issues. The recipient of a Lybrand Certificate of Merit in 2002, Harden is actively involved in several committees at UNC – Greensboro.
Non-Member Price $419.00
Member Price $349.00