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Web Events

Individual Tax Fundamentals

DeliveryType:  Video Webcast
    Select Date & Time:
  • $249.00-$319.00
    Individual Tax Fundamentals 09:00 am - 05:00 pm ET Product #: VTSEITF18004
    Add to Calendar 08/24/2018 09:00:00 08/24/2018 17:00:00 America/New_York AICPA Webcast: Individual Tax Fundamentals
    This webcast provides participants up-to-date information on critical tax issues, giving them an outstanding foundation in the federal tax arena for individuals. Ensure your clients receive the most current tax planning and tax-saving strategies for their tax plans!
    Register at http://www.aicpastore.com/*/Tax/PRD~PC-VTSEITF/PC-VTSEITF.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $249.00
    Non-Member: $319.00
  • $249.00-$319.00
    Individual Tax Fundamentals 09:00 am - 05:00 pm ET Product #: VTSEITF18005
    Add to Calendar 11/28/2018 09:00:00 11/28/2018 17:00:00 America/New_York AICPA Webcast: Individual Tax Fundamentals
    This webcast provides participants up-to-date information on critical tax issues, giving them an outstanding foundation in the federal tax arena for individuals. Ensure your clients receive the most current tax planning and tax-saving strategies for their tax plans!
    Register at http://www.aicpastore.com/*/Tax/PRD~PC-VTSEITF/PC-VTSEITF.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $249.00
    Non-Member: $319.00
  • $249.00-$319.00
    Individual Tax Fundamentals 09:00 am - 05:00 pm ET Product #: VTSEITF18006
    Add to Calendar 12/12/2018 09:00:00 12/12/2018 17:00:00 America/New_York AICPA Webcast: Individual Tax Fundamentals
    This webcast provides participants up-to-date information on critical tax issues, giving them an outstanding foundation in the federal tax arena for individuals. Ensure your clients receive the most current tax planning and tax-saving strategies for their tax plans!
    Register at http://www.aicpastore.com/*/Tax/PRD~PC-VTSEITF/PC-VTSEITF.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.

This webcast provides participants up-to-date information on critical tax issues, giving them an outstanding foundation in the federal tax arena for individuals. Ensure your clients receive the most current tax planning and tax-saving strategies for their tax plans. Webcast 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:

  • Determine the filing status and interpret the filing requirements for individual taxpayers
  • Determine gross income inclusions and exclusions around dividends and interest
  • Differentiate the taxability of deferred income, Social Security benefits, and other taxable income
  • Apply the specific rules for the deductibility of travel and entertainment expenses as they relate to business or rental transactions in preparing income tax returns
  • Recognize Education related expenses and the rules for Health Savings Accounts
  • Distinguish between standard and itemized deductions including medical expenses, interest, taxes, charitable contributions, theft losses, and miscellaneous deductions
  • Gather the necessary information required to include tax credits on an individual tax return
  • Recognize when the Medicare Payroll Tax will impact an individual
  • Identify the applicability of the Medicare tax on Net Investment Income

Topics Discussed

  • Filing requirements and personal exemptions
  • Gross income inclusions, exclusions, and adjustments
  • Travel and entertainment
  • Standard and itemized deductions
  • Tax and tax credits
  • 0.9% Medicare Payroll Tax
  • 3.8% Net Investment Income Tax

Who Should Attend This Event?

  • CPAs and accountants new to taxation.

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.

Speaker Bio

Kevin M. Krantz, CPA
Westlake, Ohio

Mr. Krantz is currently the principal at Krantz & Company CPA, LLC. For nearly 30 years prior to his current position, he worked for northeast Ohio regional CPA firms providing a variety of tax services to their clients. He specializes in developing tax savings strategies for closely held businesses and their owners.

Kevin graduated from the University of Akron with a Bachelors of Science in Accounting in 1986 and returned to complete his Masters of Taxation in 1995. He has been a CPA in Ohio since 1988. Kevin is a published author with articles appearing in The Tax Advisor, National Health Advisor, among others.

System Requirements