Everybody's Critical Individual Tax Issues in 2017
Course ID: LE8178018
NASBA Category: Taxes (in NY Taxation)
Level: Update
Author: Select One
Conference Year: 2017
CPE Credits: 6
Prerequisites: Experience preparing individual tax returns
Advanced Preparation: None
Course Description:

With individual returns as its focus, this comprehensive course covers topics like real estate and passive losses, IRAs and pensions, and gift and estate issues. Combining the real-life experience of a practicing CPA/EA with essential down-to-earth tax materials and a high-tech format, this powerful presentation will enable participants to quickly grasp recent tax changes. You'll receive the most complete and up-to-date reference manual, written by renowned tax expert, Vern Hoven. The digital PDF manual is hyperlinked to the Internal Revenue Code and other primary authorities, making it extremely convenient. Join us as our world-class tax instructors share cutting-edge tax planning strategies in a high energy, often humorous presentation style using real-life experiences, which make complicated tax topics easily understandable. Specific course topics will be announced and updated through year-end.

Learning Objectives:

Upon successful completion of this course, participants will be able to:

  • Accurately file returns for individual taxpayers.
  • Understand and apply the various IRA and Roth IRA rules in order to properly utilize these vehicles for retirement and tax planning.
  • Identify tax issues and apply regulations related to real estate and investment property.
  • Identify top estate planning ideas and cutting-edge planning techniques such as family limited partnerships, wealth and succession planning, grantor trusts, and installment sale planning.
  • Convey details of the Affordable Care Act (ACA).
  • Apply the many other individual tax changes applicable for 2017 returns (these will be updated throughout the year).
Compliance Information:
Blank fields indicate that this course does not qualify for those categories.
NASBA Registry #: 103220
IRS Provider #: OMYXB
IRS Course #: 0MYXB-U-01119-17-I
IRS Federal Tax Law Credits:
IRS Federal Tax Update Credits: 6
IRS Ethics Credits:
California Specific Information:
CTEC Provider #: 2071
CTEC Course #: 2071-CE-1073
CTEC Federal Tax Law Credits:
CTEC Federal Tax Update Credits: 6
CTEC Ethics Credits:
CTEC State Credits:
Qualifies for CA Fraud: No