Individual Tax Workshop - Advanced

Course Details

Date

Wednesday, December 11 – Thursday, December 12, 2019

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

Location

Prince Waikiki

100 Holomoana Street

Honolulu, HI 96815

808-956-1111

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Course Number

ITWA

CPE Credit

16.0 hours CPE credit

Instructor

Level of Knowledge

Intermediate/Advance

Vendor

Accountant's Education Services (AES)

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).

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by November 25, 2019.

$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 25, 2019.

$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

-$100.00
Associate Neighbor Island Discount

Applicable for Associate Neighbor Island members in good standing

-$50.00
Your Price $590.00

CPE Choice

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

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