[2-DAY] Individual Tax Workshop - Advanced

Course Details

Date

Wednesday, December 12 – Thursday, December 13, 2018

8:30am – 4:30pm
(Registration: 8:00am)

Location

Prince Waikiki

100 Holomoana Street

Honolulu, HI 96815

808-956-1111

View Map

Course Number

ITWA

CPE Credit

16.0 hours CPE credit

Instructor

Level of Knowledge

Intermediate/Advance

Prerequisites

Experience in individual taxation

Description

Participants will review the rules, regulations, and forms required for the filing of the individual income tax return.  This two-day program will use the Form 1040 to highlight commonly encountered problems.

Objectives

  • Discuss the latest changes and legislative developments affecting individuals
  • Calculate the Kiddie Tax and complete Form 8615 and Form 8814
  • Calculate depreciation, including bonus depreciation, half-year and mid-quarter conventions, and 179 additional first-year depreciation
  • Determine the proper tax treatment of payments for alimony and child support
  • Determine the deductibility of travel and entertainment expenses
  • Calculate the deduction under 199A for qualified business income
  • Calculate alternative minimum tax and identify individuals likely to be affected by AMT
  • Discuss capital gains and losses, sale of business property and Form 4797, sale of principal residence, like-kind exchanges and Form 8824, installment sales and Form 6252, basis
  • Describe filing requirements, including penalties and payments of estimated tax
  • Calculate itemized deductions, including qualified residence interest, qualified housing interest, charitable contributions, and miscellaneous itemized deductions
  • Explain the deductibility of losses, including passive activity losses, vacation homes, office in the home, and hobby losses
  • Describe the tax effect of contributions to and distributions from qualified plans, including IRAs and penalty taxes
  • Determine if income is subject to self-employment tax
  • Describe the requirements for filing Form 1099s and penalties for noncompliance
  • Calculate common refundable/nonrefundable credits including Nanny Tax (Schedule H)

Registration for this course has passed.

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by November 30, 2018.

$440.00
Member Fee

Applicable if you are a HSCPA member in good standing.

$490.00
Early Registration Non-Member Fee

Applicable if you are not a HSCPA and register by November 30, 2018.

$590.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$640.00
Neighbor Island Discount

Applicable for Neighbor Island members in good standing

-$75.00
Associate Neighbor Island Discount

Applicable for Associate Neighbor Island members in good standing

-$25.00
Your Price $640.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

View All Courses