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SUMMARY: Individual Tax Fundamentals - Tax Staff Essentials
DESCRIPTION: Basic\, but not boring

Newcomers to tax return preparation are exposed to the many topics that encompass individual taxation.

Topics\, discussed in an approachable format\, include:

Filing requirements and dependents
Gross income inclusions and exclusions
Adjustments to income
Standard and itemized deductions
Refundable and nonrefundable tax credits
Tax computations
Penalties

Taking advantage of present opportunities for your clients' futures

Tax planning involves understanding a client's current situation to anticipate areas of future tax savings. You'll review common individual tax planning topics to help clients prepare for their futures.

Decoding recent legislative changes for individual taxpayers

H.R. 1\, commonly referred to as OBBBA\, has created new tax planning opportunities for individual clients across the income and activity spectrums. You'll be able to provide your clients with the most current tax planning and tax-saving strategies for their tax plans. 

Course materials include discussions of the major H.R. 1 provisions affecting individual taxpayers\, further informed by IRS guidance.

This course has also been updated for IRS guidance related to other recent legislation\, including SECURE (1.0 and 2.0) and the Inflation Reduction Act.

Part of Tax Staff Essentials Level 1
This self-study online course is part of Tax Staff Essentials Level 1\, a comprehensive learning program that provides tax staff with the technical training required to support their teams.
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