- NY Credits : 10.0
- TX Credits : 10.0
- IRS Enrolled Agent Credits : Federal Tax/Tax Related Matters - 10.0
- IRS Non-Credentialed Return Preparer Credits : Federal Tax - 10.0
COVID-19 federal tax relief provisions, the American Rescue Plan Act (ARPA), the SECURE Act, and the Tax Cuts and Jobs Act (TCJA) all impact many individual clients. This interactive course offers an array of federal tax-saving strategies and tips to assist in tax planning and compliance for individual clients in the current unsettled environment. The course offers tips for investors, retirement account owners, homeowners and real estate investors, taxpayers with education expenses, and families, and also presents updated estate and gift tax planning tips. This course is most beneficial for professionals new to individual taxes, who may be at the staff or entry level, but is also beneficial for a seasoned professional with limited exposure to individual taxes.
Included with subscription(s):
Upon successful completion of this course, the user should be able to:
identify how investment activities are treated for tax purposes and be able to advise your clients of certain tax advantages and disadvantages;
recognize selected tax strategies when advising clients regarding their retirement accounts;
identify strategies for real estate investors and homeowners;
recognize tax rules and tax-saving strategies when advising clients on financing regarding education expenses;
identify tax saving opportunities for clients related to their employment and related to helping family members; and
recognize tax rules and tax-saving strategies for estate and gift taxes.