Individual Tax Update: Recent Developments

Overview

This course addresses the most recent legislative developments impacting individual taxpayers, with a focus on important provisions, rules and concepts to apply when preparing client returns.   

*Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com

Objectives

• Identify and understand the latest developments, rules and regulations affecting individual taxpayers
• Define and discuss planning tools and potential pitfalls

Highlights

• Recent tax legislation, rulings and developments impacting individual taxpayers
• Credits (child, dependent care, earned income, health)
• Key rulings and regulations affecting individual taxpayers, including the Section 199A deduction, capital gains and losses, rental real estate and other passive activities losses, and other topics