Individual Income Taxation: Critical Tax Compliance and Planning Strategies

Nov 12
8:00 - 4:00 p.m.

Sheraton Harrisburg Hershey Hotel
Harrisburg - Map

8-Tax
CPE Credits

Discuss critical tax issues, compliance, and planning strategies for individual tax returns. Gather the information required to include tax credits on an individual tax return.
Highlights
  • Filing status and requirements for individual taxpayers
  • Gross income inclusions, exclusions, and adjustments
  • Taxability of deferred income, Social Security benefits, and other taxable income
  • Travel and entertainment expense deductions for business or rental transactions
  • Education-related expenses
  • Health Savings Accounts
  • Standard and itemized deductions, including medical expenses, interest, taxes, charitable contributions, theft losses, and miscellaneous deductions
  • Medicare payroll tax and net investment income

Registration

PICPA Member: $275
Nonmember: $375

More Information

Course No. 757400 Level: Intermediate

Prerequisites: Knowledge of individual income taxation and Form 1040 preparation

Notes
AICPA Members save $30!

Speaker(s)

Stephen Renberg

CPA