Tax Planning for Individuals: A Review & Update Webinar


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 legislation enacted in response to the COVID pandemic
  • 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.

  • Individual Tax Brackets, Standard Deductions
    – Personal exemptions
  • Itemized Deductions
    – Medical deduction changes
    – Mortgage interest
    – SALT and the PTE tax filing alternative
    – Charitable contributions
    – Casualty and theft
  • Mortgage & Other Interest Expense
    – Qualified residence
    – Investment
    – Business
    – Higher education loan
    – Passive activity
    – Personal
  • Capital Gains & Carried Interest
    – Qualified dividend tax rates
    – Unrecaptured §1250 gain
    – Form 8949—Sales and Other Dispositions of Capital Assets
  • Adjustments to Income & Income Exclusions
    – Alimony and separate maintenance agreements
    – Moving expense reimbursement
    – Qualified retirement plans
    – Principal residence
    – Tuition
  • Child Tax Credit & Kiddie Tax
  • Health insurance & 529 College Savings Plans
    – Affordable Care Act
  • 199A Qualified Business Deduction
    – Qualified trades and businesses
    – Taxable income limitation
    – Qualifying property
    – Carryover of losses
    – Type of entity (sole proprietor, S Corp, C Corp)
    – Employees and contractors
    – Retirement contributions
  • Estates, Gift Tax & GST Tax
  • Other Changes
    – Contesting IRS levy changes
    – Additional due diligence
    – Extenders
    – SECURE Act
  • Residential Rental Property
  • Sale of a Principal Residence
  • Passive Loss Rules
    – Suspended losses
    – Special allowance
  • Retirement Plans & Stock Options
    – Taxability of qualified and nonqualified plans
    – Equity grants
  • Alternative Minimum Tax—Individuals



No advance preparation required.

Level of Knowledge: 


CPE Credit: 
NASBA Field of Study: