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Advanced Individual Taxation - Tax Staff Essentials

Author/Moderator: John McWilliams, J.D. CPA
Publisher: AICPA
Availability: Online Access
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Save when you buy the complete Tax Staff Essentials, Level 3 online bundle.

Get the latest techniques for building and conserving wealth through proactive tax-planning and investment strategies. Completely updated for tax law changes, this CPE course will bring you up-to-date on ways to save taxes with strategies for retirement savers, investors, homeowners, income real estate investors, college savers, small business owners, and just about anyone who pays income taxes.

Topics Discussed

  • Planning techniques for college expenses
  • Vacation homes, timeshares, and co-owned property
  • Critical tax angles for divorcing clients
  • Using IRAs in strategic plans
  • Minimizing taxes for high-wealth clients
  • Tax decisions for medical expenses, filing status
  • How new tax developments affect individuals
  • Integrating tax-saving strategies into tax plans

Learning Objectives
When you complete this course you will be able to:

  • Respond to tax-law and economic developments with up-to-date strategies that save taxes for individual clients.
  • Render appropriate federal income tax advice to clients who are separated, divorcing, or already divorced.
  • Implement strategies for high-wealth clients, those approaching retirement, homeowners, parents of college-bound children, employees, self-employed individuals, and seniors.
  • Understand how to use IRAs in strategic tax planning.

Prerequisite: Basic knowledge of individual income taxation.

Advanced Preparation: None

Tax Section Members Receive Additional Savings! 

When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or

Find out more information on the Tax Section.

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NASBA Field of Study: Taxes
Level: Intermediate
Recommended CPE Credit: 11
Advanced Individual Taxation - Tax Staff Essentials
CPE On-Demand
Product# 157762
Availability: Online Access 1 Year
For registered users only
AICPA Member:$239.00
Your Price:$299.00
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