Individual Income and Tax Compliance Annual Update

Overview

Tax professionals can get caught up on all the latest developments in the areas of individual, estate, trust, and gift tax in this comprehensive course.

Save time and keep current on the latest tax developments. This course covers all legislative, judicial, and IRS developments of the past year with a focus on implementation and compliance. Discover how to effectively and confidently complete tax planning and compliance engagements. Cover current developments affecting individuals, estates, and trusts (including those regarding income, deductions and losses, tax calculations, individual credits, filing matters). Gift tax matters are also covered.

Course Instructor: William Harden

Highlights

IRS administrative issues, compliance, and new forms

U.S. Tax Court cases

Legislative updates

Prerequisites

Two years of tax experience

Designed For

Public accounting senior associates, managers, and partners; tax professionals in company finance or tax department

Objectives

Identify planning strategies and compliance actions resulting from the latest changes to federal tax statutes, regulations, cases, and rulings.
Identify changes in the rate tables and standard deduction applicable to filers.
Assess the impact of key court cases decided in the past year.

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by AICPA. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.