Staff Tax Training Individual: Advanced

Description

Elevate your individual income tax skills and knowledge to go beyond the basics. Provide superior service to your clients. Cover topics including taxation of investments, reporting of partnership and S-corporation income, net investment income tax, calculation of self-employment taxes, household employer taxes, social security taxation, basic retirement planning opportunities, and AMT. Also, a review of loss limitations and much more.

Highlights

• Taxation of investments
• Reporting of business income and losses from pass-through entities including loss limitations
• Non-income taxes that impact individual income tax returns
• Retirement contributions and planning
• Alternative Minimum Tax
• Social Security taxation
• Charitable contribution planning with limitations

Objectives

• Review the key topics in real estate taxation and recent developments
• Discuss real estate taxation from the perspective of the owner, investor, landlord, tenant, developer, or real estate professional.

Designed For

Tax professionals.