Tax professionals can enhance their practice by studying tax-saving strategies for individual clients.
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CPE Categories: Taxation (8 CPE)
Tax professionals can enhance their practice by studying tax-saving strategies for individual clients.
- CPAs working with individual tax clients
'- Identify individual retirement account (IRA) and qualified plan distributions.
- Recognize the taxation of virtual currency.
- Recall how health savings accounts (HSAs) work.
- Recall the self-employed health insurance deduction.
- Recall the deductibility of charitable contributions.
- Recall the steps to figuring the qualified business income deduction under Section 199A.
- Recall the net investment income tax (NIIT) on unearned income.
- Filing requirements and personal exemptions
- Gross income inclusions, exclusions and adjustments
- Standard and itemized deductions
- Tax credits
- Tax provisions for high-income taxpayers
- 3.8% net investment income tax
- Roth IRA, IRA and retirement plan options
- Section 199A qualified business income deduction
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