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Overview

8.0 Credits

Review current year developments, recurring problems and planning ideas. Using a combination of humor and examples, focus on tax developments affecting 2019 Individual Income Tax Return preparation and planning. Review major areas of individual income taxation to fine tune practitioners for tax season.

Objectives

This course is designed to: 1) Provide explanations and planning ideas relating to the latest 2019 tax developments, including the most recent guidance on provisions of the Tax Cuts And Jobs Act (TCJA) impacting individuals, 2) Help practitioners prepare for "tax season," and 3) Review and update individual tax law developments and planning ideas. The course includes a 600+ page reference manual with each chapter containing basic rules, selected items of interest, 2019 developments, planning ideas and listings of related IRS forms and publications. Where applicable, each chapter of the Manual includes a segment devoted entirely to the impact of TCJA on that chapter's topic.

Major Topics

Review of Individual Income Taxation Including:

  • Key Provisions (including developments) of TCJA, such as: Kiddie Tax and Child Credit; New Family Tax Credit; Excess Business Loss Limitations Imposed on Individuals; Changes in Tax Benefits related to education; Miscellaneous Itemized Deductions; Home Mortgage Interest and State and Local Taxes; Repeal of Deduction for Alimony; Moving Expenses; Investment Expenses; Estate and Gift Tax Changes; Entertainment and Travel Expenses; 20% Section 199A Deduction Applicable to Individuals; and more!
  • Other Significant 2019 Judicial and Administrative Individual Tax Developments

Designed For

Individuals who prepare Individual Income Tax Returns or who are involved in Individual Income Tax Planning.

Prerequisite

At Least One "Tax Season."

Advanced Preparation

Detailed Knowledge of Individual Income Taxation and Income Tax Return Preparation.
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