Tax Planning for Individuals: A Review & Update


Explore the full gamut of tax provisions, regulations, rulings and court cases affecting current year tax preparation and subsequent years’ tax planning for individuals. In this targeted program, you will:

  • Learn about the tax impacts of recent legislative actions, including the Tax Cuts and Jobs Act of 2017, Secure Act of 2019 and the Extenders Act of 2019
  • Receive an update on pending tax legislation and other developments
  • Gain practical knowledge of how to fill out tax forms related to all the issues discussed



To provide tax professionals with an update on important legislative, regulatory and judicial actions impacting individual taxpayers. You’ll leave with a thorough understanding of the current laws, regulations and a host of planning strategies to help you and your clients minimize tax exposure now and in the future.

  • How the Tax Acts of 2017 and 2019 will impact individual tax returns now and in the future
  • Tax rate changes
  • Individual tax brackets
  • Standard deductions
  • Itemized deductions
  • Mortgage and other interest expense
  • Capital gains
  • Carried interest
  • Adjustments to income
  • Income exclusions
  • Child Tax Credit and Kiddie Tax
  • Health insurance and 529 plans
  • 199A Qualified Business Deduction
  • Estates, gift tax and GST
  • Residential rental property
  • Sale of a principal residence
  • Update on Passive Loss Rules
  • Retirement plans
  • Stock options
  • Alternative minimum tax



No advance preparation required.

Level of Knowledge: 


CPE Credit: 
NASBA Field of Study: