January 31, 2024


8 Total CPE Credits


Webinar (CA): Staff Tax Training Individual: Advance 2023

  • Instructor

    Troy Lewis

Learning Objectives

• Identify all of the individual income tax series 1040 and basic schedules and know when each form is used
• Calculate the total tax liability of an individual taxpayer with several advanced individual complications
• Recognize concepts through the use of basic quick case studies

Major Topics

• Taxation of investments
• Reporting of business income and losses from pass-through entities including loss limitations
• Non-income taxes that impact individual income tax returns
• Retirement contributions and planning
• Alternative Minimum Tax (ATM)
• Social Security taxation
• Charitable contribution planning with limitations

CPE Credits Available

Total CPE

Things to Know About This Course

Course Level

  • Advanced


 Working knowledge of basic individual income tax concepts.

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

Tax professionals, CPAs, accountants, and other financial professionals looking to expand and update their understanding and knowledge of individual income tax preparation.


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

Please login to register.