[WEB] Individual Tax Workshop - Advanced

Course Details


Wednesday, December 8 – Thursday, December 9, 2021

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

Course Number


CPE Credit

16.0 hours CPE credit


Level of Knowledge



Accountant's Education Services (AES)


Experience in individual taxation


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.


  • 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, 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 all changes made by the American Rescue Plan Act.

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by November 22, 2021.

Member Fee

Applicable if you are a HSCPA member in good standing.

Early Registration Non-Member Fee

Applicable if you are not a HSCPA and register by November 22, 2021.

Non-Member Fee

Applicable if you are not a HSCPA member.

Your Price $549.00

CPE Choice

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

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