Are you eager to break into individual taxation ? Dive into our course on U.S. Individual Tax. This online CPE program delivers a solid foundation in filing requirements, dependents, filing statuses, and key income types.
Attendees will receive a detailed, line-by-line walkthrough of Form 1120S Schedules K and K-1, demonstrating their impact on the shareholder’s federal tax reporting. The session integrates illustrative examples, real-world case studies, and a comprehensive reference manual designed as a lasting resource.
Topics Covered:
Introduction to Filing Requirements
Understanding Dependents in general
Overview of Qualifying Child and Qualifying Relative
Divorce
Tiebreaker rules
Introduction to different filing status
Form W-2
Interest and dividends
Capital gains and losses
Form 1099-B
Pension and Retirement Income (includes 1099-R)
Social Security Income Taxation
Dealing with Schedule K-1: Introduction
Introduction to Adjustments for AGI
Overview of different types of deductions
Understanding the basics of Qualified Business Income
Analyzing Tax Calculation
Child Tax Credit and Earned Income Credit
Child and Dependent Care Credit
Education Credits and Retirement Savings Credit
Residential Energy Credit and Credit for the Elderly or Disabled
Jason Dinesen (LPA, EA) is an entrepreneur, tax expert, and CPE Presenter. Dinesen brings over 15 years of experience helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries. Dinesen is a regular CPE Presenter at MYCPE ONE. He has coached more than 200k+ accounting, taxes, and HR professionals on various topics of accounting, individual taxation, corporate taxation, and professional ethics. Jason has developed a strong following within the professional community for tax-related subjects. Dinesen is known for sharp tax interpretations, and he quickly brings his analysis of the latest tax updates and IRS guidance to the professional community..
