Individual Income Tax Workshop


In this course, we review: current year developments, recurring problems, and planning ideas. Using a combination of humor and examples, we will focus on tax developments that affect 2022 individual income tax return preparation and planning. As time permits, we will also review the major areas of individual income taxation to fine tune practitioners for “tax season.”


This course is designed to: * Provide explanations and planning ideas relating to the latest 2022 tax developments impacting individuals, including the most recent guidance on provisions of the Tax Cuts And Jobs Act (TCJA), the SECURE Act, and the Taxpayer First Act * Help practitioners prepare for “tax season” * Review and update various tax law provisions and planning ideas affecting individuals * The course includes a reference Manual with each chapter containing basic rules, selected items of interest, 2022 developments, planning ideas, and listings of related IRS forms and publications * Where applicable, each chapter of the Manual includes a segment devoted to the impact of “TCJA” on that chapter’s topic.


Review of Individual Income Taxation Including: * Key Provisions (including developments) of TCJA, such as: The Child Tax Credit; New Family Tax Credit; Excess Business Loss Limitation for Individuals; Changes in Tax Benefits Related to Education; Miscellaneous Itemized Deductions; Home Mortgage Interest; State and Local Taxes; Repeal Of Alimony Deduction; 20% §199A Deduction; and more! * Provisions of the SECURE Act Including New IRA and Qualified Plan Contribution and Distribution Provisions; New Kiddie Tax Rules; Modifications to 529 Plans; Etc. * Provisions of the Taxpayer First Act Affecting Individuals. * Planning Ideas, Including Planning With New Tax Legislation. * Important 2021 Regulations, Court Cases, Rulings And Other Non-Legislative Developments. * Affordable Care Act Developments Including Recapture of Advance Premium Tax Credits * Net Investment Income Tax Provisions * Forgiveness Of Indebtedness Exclusion Provisions. * Review Of Home Mortgage Interest, Investment Interest And Business Interest Rules. * Section 1031 ALike-Kind@ Exchanges. * Planning With The §121 Gain Exclusion For A Principal Residence. * Review Of The Home Office And Hobby Loss Rules. * Review Of Individual Tax Credits. * Charitable Contributions (Including Treatment As a §162 Trade or Business Expense). * Passive Activity Developments (Including Developments For Qualified Real Estate Professionals).

Who Should Attend

Individuals Who Prepare Individual Income Tax Returns or Who Are Involved in Individual Income Tax Planning.

Required Knowledge

Detailed Knowledge of Individual Income Taxation and Individual Income Tax Return Preparation.

Advanced Prep

At Least One “Tax Season.”

Event Speaker(s)

Mr. James William Harden, CPA, ChFC, PhD ( Surgent CPE, LLC, Radnor, PA ),

Additional Event Information

Embassy Suites Greensboro-Airport

Discounted Reservation Cut-off Date: December 21, 2022
Room Rate: $140 Single/Double

Onsite Information
Registration/Continental Breakfast: 7:30–8:30 am. Session begins at 8:30 am.

Event manual will be distributed onsite for in-person registrants.

Also, be sure to allow enough time for traffic, parking, and check-in. If you should arrive late or depart early, you must adjust your CPE credit accordingly.

CLE program hours are subject to the review from the NC State Bar - Continuing Legal Education. CLE hours may differ from CPE hours and are based on the NC State Bar approval.

Also Available As

Wednesday, December 14, 2022 (8:30 am–4:30 pm ET)
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Wednesday, December 14, 2022 (8:30 am–4:30 pm ET)
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Thursday, January 5, 2023 (8:30 am–4:30 pm ET)
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Level: Update

Event Code:F0000622

Registration Fees

RegistrationEarly BirdRegular
NCACPA Member$285.00$335.00
Other CPA State Society MemberN/A$335.00
Other State Society Member$285.00
CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.