Webinar

Basic Individual Taxation Course

Wednesday, March 19, 2025
12:30-2:30 p.m. Central
2 CPE (2 technical)

Course code: 24WX-4370
View pricing

Firm administrators: Please log in before starting the employee registration process.

Alternate dates & more options

Tuesday, April 1, 2025 - Webinar

Please join us for an introductory course on the fundamentals of preparing and filing an individual federal income tax return. We will cover topics such as what the federal income tax is and how it is computed. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

Defining Federal Income Taxes
Computing federal income tax liability
Calculating adjusted gross income
Defining Qualifying Child
Determining filing status
Calculating the Kiddie Tax
Standard deduction
Tax Rates for ordinary income, capital gains, and qualified dividend income
Cash v. Accrual Method
Filing deadlines and obtaining extensions

Learning objectives

Identify how the federal income tax differs from other types of federal taxes
Determine the steps in computing a taxpayer's federal income tax liability
Differentiate tax consequences for terms commonly used for the federal income tax, such as "adjusted gross income," "qualifying child," "tax credits," "filing status," and "kiddie tax"
Recognize how an individual's standard deduction is determined
Indicate differences in the tax for ordinary income, capital gains, and qualified dividend income
Recall the difference between the cash and accrual method, and the correct period in which taxpayers must recognize income and/or deductions
Identify deadlines for filing income tax returns and estimated taxes and how to obtain an extension of time for filing a return

Who should take this program?

CPAs, CFPs, EAs and other tax preparers

Pricing

Standard Member Fee	$89.00
Standard Nonmember Fee	$89.00

Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

Firm administrators: Please log in before starting the employee registration process.