Staff Training Tax Series: Certificate Program

Join Greg White, CPA, as he walks through an extensive review of the individual tax laws and forms including a discussion of changes in the upcoming year.

Staff Training Tax Series: Certificate Program
This series of Staff Training Tax classes included 6 courses created by author and professor, Greg White.

Tax practice is a complicated field. We’ll break it down into understandable concepts, including filing status, tax brackets, and tax dependents. We’ll also cover important tax credits, including the child tax credit.
Tax practice is a complicated field. We’ll break it down into understandable concepts, including common types of income, and the different types of itemized deductions. We’ll also cover important tax credits, including the earned income tax credit and tuition credits.
Tax practice is a complicated field. We’ll break it down into understandable concepts, including business income (sole proprietors and farmers), rental income, and common business expenses. We’ll also introduce the passive activity rules which can limit losses on individual tax returns.
Tax practice is a complicated field. We’ll break it down into understandable concepts, including deductible retirement plan contributions, health savings accounts, deductible contributions to traditional individual retirement accounts (IRA’s) and Roth IRA’s. We’ll also introduce the qualified business income deduction (“QBID”) that provides for an automatic 20% deduction based upon the amount of a client’s business income.
We’ll introduce the Federal tax treatment of partnerships. This will include the “flow-through” nature of partnerships and how to “slice and dice” partnerships income into components that will be reported separately to each partner. We’ll cover the different types of partnerships (general partnerships, limited partnerships, and limited liability companies) and the adjusted basis that each partner has in their partnership interest (this is crucial for preparing 2020 tax returns which have new capital account reporting requirements).
We’ll introduce the Federal tax treatment of corporations. This will include the “flow-through” nature of S corporations and the double tax treatment of C corporations. We’ll also cover the special eligibility requirements that apply to S corporations and how to fix inadvertent slip-ups by your clients.
Total: 6 courses (25 CPE hours)

Fees
Regular Fee $473.00

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