Individual Tax Fundamentals Videos

Training Access

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Overview

Individual Tax Fundamentals training is a popular first-level tax training that provides a clear concise explanation of the fundamental tax concepts covering individual federal tax planning and compliance. This training covers core individual tax concepts and principles including gross income, deductions, and credits.

Training Materials

This training includes:

• Pre-assessment Test
• On-demand Video Instruction
• Quizzes
• Post-assessment Test
• Continuing Professional Education (CPE)

Topics

1. An Introduction to Tax
2. Tax Compliance, the IRS, and Tax Authorities
3. Tax Planning Strategies and Related Limitations
4. Individual Income Tax Overview, Dependents, and Filing Status
5. Gross Income and Exclusions
6. Individual Deductions
7. Investments
8. Individual Income Tax Computation and Tax Credits
9. Business Income, Deductions, and Accounting Methods
10. Property Acquisition and Cost Recovery
11. Property Dispositions
12. Compensation
13. Retirement Savings and Deferred Compensation
14. Tax Consequences of Home Ownership

Questions?

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