Timely Tax Tips for the Fall (Currently Unavailable)

Author: Eva Rosenberg

We’re covering a variety of topics to help get you up-to-date on key IRS issues, and, we’ll start out with a little bit of practice management wisdom to encourage you to treat yourself better.

Publication Date: July 2016

Designed For
Practitioners at all levels regardless of practice concentration, who would like an overview of some current tax issues facing taxpayers – and tax professionals

Topics Covered

• Addressing IRS Notices
• Valuing engagements properly
• Understanding time billing and management
• The effect of marijuana-related clients on your tax practice
• Clients who are "beneficial owners" of their homes
• Key payroll tax security and deposit issues
• IRC Sec 7502 and filing dates
• Tax scams and identity theft alerts
• Updates and tips about medical expenses
• Rules relating to mortgage interest deductions

Learning Objectives

• Describe the three categories of home mortgage debt
• Recognize the tax issues of 2016
• Identify applicable medical expenses

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Taxes (1 hour)

Program Prerequisites
None

Advance Preparation
None