Intermediate Individual Taxation - Tax Staff Essentials (X3-2026-TSE.IIT-20270105)

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Tuesday, January 5, 2027 Live Webcast

9:00 AM - 5:00 PM EST

Vendor Platform

8 CPE Credits in TX

Tax tips and tax strategies to help guide your new and existing individual clients.

DESIGNED FOR

CPAs working with clients or employers requiring up-to-date expertise in individual income taxation

BENEFITS

Determine whether an activity is passive or active.
Determine the allowable deductions for vacation homes.
Determine the proper accounting method allowed for a business entity.
Determine the amounts allowable for deducting travel and transportation expenses.
Identify income categories and entity types that qualify for the qualified business income (QBI) deduction.
Identify the rules for amortizing and expensing startup costs, intangible assets, and research and experimentation (R&E) expenditures.
Identify property transaction provisions that apply to installment sales, inherited property, and other capital assets.

HIGHLIGHTS

Gains and losses on property transactions

Fringe benefits

Retirement plan distributions

Hobby losses

Home offices

Depreciation and amortization

Qualified business income under Section 199A

Passive activities

Business transactions

COURSE LEVEL

Intermediate

PREREQUISITES

Working knowledge of individual income taxation and Form 1040 preparation

ADVANCE PREPARATION

None

Deborah A. Phillips, CPA, MST
(4.7)

Surgent Professional Education

Read bio

PRICING

$319.00 - Member

$339.00 - Nonmember

Note: Online pre-registration will close on January 5 at 8:30 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

ALSO AVAILABLE

COURSE DEVELOPER

AICPA/NJCPA

AREAS OF INTEREST

TAX: Federal tax

Intermediate Individual Taxation - Tax Staff Essentials (X3-2026-TSE.IIT-20270105)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

ADVANCE PREPARATION

SESSIONS

INSTRUCTOR

Deborah A. Phillips, CPA, MST
(4.7)

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

Data Alerts

Intermediate Individual Taxation - Tax Staff Essentials (X3-2026-TSE.IIT-20270105)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

ADVANCE PREPARATION

SESSIONS

INSTRUCTOR

Deborah A. Phillips, CPA, MST (4.7)

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

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Deborah A. Phillips, CPA, MST
(4.7)