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1040 Individual Tax Tune-Up (ITTU)

  • Format Live Seminar
  • Credits 8
  • Level Update
  • Field of Study Taxes (Technical) (8)

To register for a live seminar, visit the sponsoring state society’s website.

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Overview

This 2-day course is the go-to for a broad spectrum of highlights regarding individual return preparation. We will cover the implications on individual clients of new tax legislation. We’ll also address this year’s key revenue rulings, procedures, and case law, with practical tips and insights to help you have your most successful season ever.

Major Topics

  • A tour of the most recent forms changes, starting from gross income and ending with alternative minimum tax (AMT) and selected credits including the latest IRS guidance on tax legislation
  • IRS Future State Initiative – How will clients (and practitioners) interact with IRS in the future?
  • Hot, hidden, or miscellaneous developments affecting the upcoming tax season
  • Basis issues, gift issues, and planning and reporting issues
  • How many Schedule A filers after TCJA
  • Does aggregating Passive Activities also aggregate “At-Risk”
  • Housekeeping – Protect your clients, protect yourself
  • What’s new in depreciation – What DOES NOT show up on depreciation schedules any longer!
  • Recognizing and understanding how to handle advanced technical issues that arise in preparing individual tax returns
  • Updates and case law from the past 12 months regarding investments, retirement plans, and substantiation
  • The numbers applicable to this year’s tax filings

Learning Objectives

  • Maintain a broad understanding of the hot issues and changes in individual tax preparation
  • Understand a “hodge-podge” of practice issues affecting preparers of individual tax returns

Who should take this course:


All tax practitioners who need the latest information on tax changes affecting their individual clients

Experience in individual tax planning

None

Yes

No

No

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