2023 Individual Tax Overview  

This course looks at changes in the area of personal income taxes as a result of recent federal tax laws and IRS regulations. The course covers changes to tax provisions related to individuals and provides updated information on the child tax credit, the child and dependent care credit, energy efficient home improvement credit, residential clean energy credit, the kiddie tax, the AMT exemptions, qualified charitable distribution, retirement plan changes, and changes in allowable itemized deductions. In addition to covering provisions of the new tax laws, the course provides an overview of various items includible and excludible from gross income, common adjustments to gross income, retirement account contributions and deductions, and various refundable and nonrefundable tax credits, as well as an update to all inflation-adjusted items applicable to individuals

This course provides a general review of personal income taxes from a broad perspective. This course is appropriate for the professional at any organizational level.