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2014 Individual Tax Return Videocourse

Author/Moderator: Sidney Kess, CPA, J.D., LL.M. (Video Outline, optional reading) and Wendy Kravit, CPA, MBA (Manual)
Publisher: AICPA
Availability: Backordered
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This video-based course, featuring Sidney Kess and an expert panel, reviews major developments affecting 1040 return preparation for 2014 and useful tax-planning strategies.

Learning Objectives:
This course reinforces frequently-used principles and provides you with the latest tax development information you need to properly plan and prepare your clients' federal income tax returns.  After completion of this course you will be able to:

  • Interpret The Affordable Health Care Act provisions that impact 2014 individual tax returns
  • Identify the American Taxpayer Relief Act of 2012 provisions that impact individual taxpayers for 2014
  • Interpret the Health Insurance mandate and tax credit
  • Identify 2014 hottest tax planning tips
  • Analyze and convert traditional IRAs to Roth IRAs
  • Review IRA and Roth IRA planning
  • Identify expiring provisions and their impact on 2014 returns
  • Recognize depreciation changes including Section 179 expensing and bonus depreciation
  • Appraise and explain evolving passive activity rules
  • Develop planning strategies for the alternative minimum tax
  • Determine impact of a sale of a personal residence
  • Be aware of Schedule C developments, including hobby law cases
  • Point out tax tips to minimize the new investment tax for 2014
  • Identify tax tips to increase financial planning opportunities
  • Determine what to do in 2014 to create tax savings for clients before year-end
  • Determine best practices to reduce audit risk
  • Calculate passive activity losses
  • Apply net operating loss rules
  • Explain types of stock options and their tax implications
  • Identify and discuss tax-free employee benefits
  • Compare and contrast education savings vehicles
  • Analyze the impact of the recent Supreme Court Windsor Decision on taxation of same-sex couples and discuss opportunities for refunds by amending tax returns
  • Recognize the impact on tax planning due to the return of the phase-out of exemptions and itemized deductions
  • Discover the potential hidden liability of estimated income taxes due to recent tax law changes
  • Compare and contrast the safe harbor deduction vs. actual expense for home offices

Prerequisite: Knowledge of individual income taxation and Form 1040 preparation

Advanced Preparation: None


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*discounts apply to DVD/Manual format only

In this 236 minute video: Sidney Kess, CPA, J.D., LL.M, interviews Vernon Hoven, CPA, EA, MST, CSP; Ira Kevelson, CPA, JD, LL.M; Stephen J Krass, LL.B, LL.M; Sharon Kreider, CPA, EA; Joseph W. Walloch, CPA, CGMA, MBA, MBT; Julie A. Welch, CPA, PFS, CFP; and Christopher Williams, Principal – Ernst & Young LLP

NASBA Field of Study: Taxes
Level: Update
Recommended CPE Credit: 40.5

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2014 Individual Tax Return Videocourse
DVD/Manual , 2014
Product# 113635
Availability:Backordered
Regular:$356.25
AICPA Member:$285.00
Your Price:$356.25
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