Name: Individual Tax Fundamentals - Tax Staff Essentials
Start: 2026-12-02T09:00:00Z
End: 2026-12-02T16:30:00Z

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Wednesday, December 2, 2026 Live Webcast

9:00 AM - 4:30 PM EST

Registration: 8:45 AM EST

Vendor Platform

8 CPE Credits in TX

Tax professionals can enhance their practice by studying tax-saving strategies for individual clients.

DESIGNED FOR

CPAs working with individual tax clients

BENEFITS

Identify which dividends are taxable.
Identify individual retirement account (IRA) and qualified plan distributions.
Recall how health savings accounts (HSAs) work.
Recall the general rules of the self-employed health insurance deduction.
Recall the deductibility of charitable contributions.
Recall the steps to figuring the qualified business income deduction under Section 199A.
Recall the net investment income tax (NIIT) on unearned income.
Recognize the rules for taking advantage of the tax credits for higher education.

HIGHLIGHTS

Filing requirements

Gross income inclusions, exclusions, and adjustments

Standard and itemized deductions

Tax credits

Tax provisions for high-income taxpayers

3.8% net investment income tax

Roth IRAs, traditional IRAs, and retirement plan options

SECURE and SECURE 2.0 changes to retirement plan distributions

Section 199A qualified business income deduction

H.R. 1, including Trump accounts and deductions for seniors, tips, overtime, and car loan interest

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

Richard Lahijani, CPA, CGMA, MST

Read bio

PRICING

$299.00 - Member

$449.00 - Nonmember

Note: Online pre-registration will close on December 2 at 8:45 AM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

ALSO AVAILABLE

COURSE DEVELOPER

American Institute of CPAs

AREAS OF INTEREST

View CPE Policies

Individual Tax Fundamentals - Tax Staff Essentials (E2612701)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

ADVANCE PREPARATION

SESSIONS

INSTRUCTOR

Richard Lahijani, CPA, CGMA, MST

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

Data Alerts

Individual Tax Fundamentals - Tax Staff Essentials (E2612701)

OVERVIEW

DESIGNED FOR

BENEFITS

HIGHLIGHTS

COURSE LEVEL

PREREQUISITES

ADVANCE PREPARATION

SESSIONS

INSTRUCTOR

Richard Lahijani, CPA, CGMA, MST

PRICING

ADDITIONAL OPTIONS

Request a Reminder

ALSO AVAILABLE

COURSE DEVELOPER

AREAS OF INTEREST

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