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Web Events

Intermediate Individual Taxation

Speakers: David Peters
DeliveryType:  Video Webcast
    Select Date & Time:
  • $249.00-$319.00
    Intermediate Individual Taxation 09:00 am - 05:00 pm ET Product #: VTSEIIT18003
    Add to Calendar 07/20/2018 09:00:00 07/20/2018 17:00:00 America/New_York AICPA Webcast: Intermediate Individual Taxation
    The industry's best tax return training will reinforce your understanding of frequently used principles. Learn practical insights from nationally recognized tax experts and review all the key tax return issues.
    Register at http://www.aicpastore.com/*//PRD~PC-VTSEIIT/PC-VTSEIIT.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $249.00
    Non-Member: $319.00
  • $249.00-$319.00
    Intermediate Individual Taxation 09:00 am - 05:00 pm ET Product #: VTSEIIT18004
    Add to Calendar 08/23/2018 09:00:00 08/23/2018 17:00:00 America/New_York AICPA Webcast: Intermediate Individual Taxation
    The industry's best tax return training will reinforce your understanding of frequently used principles. Learn practical insights from nationally recognized tax experts and review all the key tax return issues.
    Register at http://www.aicpastore.com/*//PRD~PC-VTSEIIT/PC-VTSEIIT.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $249.00
    Non-Member: $319.00

This webcast is part of the Tax Staff Essentials program.

The industry's best tax return training will reinforce your understanding of frequently used principles. Learn practical insights from nationally recognized tax experts. In this fast-paced, real world session, cover all the key tax return issues so you are armed with the latest guidance for the upcoming tax season. This webcast provides a wealth of tax-planning tips and strategies, don't miss out! Materials will include the impact of the Tax Cuts and Jobs Act of 2017 tax reform law.

Learning Objectives

When you complete this webcast, you will be able to:

  • Recognize compensation issues and nontaxable employee fringe benefits
  • Identify the specific rules that apply under the "passive activity" rules
  • Identify and calculate the business deduction for home office expenses and deduction limitations on vacation homes and other ordinary business expenses
  • Analyze the deductibility of hobby losses
  • Identify the rules for depreciation and amortization deductions
  • Differentiate between capital and ordinary income treatment on property transactions
  • Identify tax consequences for self-employed retirement plans and IRAs
  • Gather the necessary information required to include the claim for a tax credit

Topics Discussed

  • Fringe benefits
  • Retirement plan distributions
  • Hobby losses
  • Home offices
  • Depreciation and amortization
  • Tax Credits
  • Gains and losses on property transactions

Important Information on Your CPE Credit

Discounts

Group Viewing Option

Gather the team together and attend this webcast as a group. Each attendee will earn CPE Credit. Enter the number of attendees in the quantity box above.

Number of Attendees Non-Member Member

1 - 4

$319 $249

5 - 9

$289 $225

10 - 20

$269 $209

21 +

$255 $199

Your order confirmation will include an instruction document for group viewing and earning CPE credit (please review prior to the start of the event) and information on how to access the webcast.

Included in:Annual Webcast Pass

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Speaker Bio

David R. Peters, CPA, CFP, CPCU, MST, MBA
Peters Tax Preparation & Consulting, Richmond, VA & Rock Hill, SC

David Peters is an independent tax preparer for Peters Tax Preparation & Consulting, and a financial advisor and outside representative for Carroll Financial Associates.  He has over fourteen years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry.  David was the first-ever Chief Financial Officer of Compare.com, an insurance price comparison company - a position he held for over three years.  He was also instrumental in the early success of Elephant Auto Insurance, a six state auto insurance carrier, located in Glen Allen, VA.

He holds four masters degrees, and is currently pursuing his PhD in Financial Planning.  He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics in Virginia, North Carolina, and South Carolina.  He is an Adjunct Professor in Finance and Accounting at Winthrop University in Rock Hill, SC, and teaches regularly for Kaplan Test Preparation.  He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures.

Registered Representative of and securities offered through Cetera Advisors Network, LLC, Member SIPC/FINRA.  Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor.  Carroll Financial and Cetera Advisors Network, LLC are not affiliated.

System Requirements