Individual Tax Planning 101

$49.00

This course will be an overview of:

  • Changes made by the Tax Cuts and Jobs Act of 2017 (TCJA), including, but not limited to: (1) withholding changes, (2) tax rates and brackets in place for 2018, (3) increased standard deduction thresholds, (4) new itemized deduction thresholds, (5) itemized deduction changes under the TCJA, (6) qualified business income deduction, (7) home mortgage interest deduction, and (8) tax credits for 2018 2018 COLA adjustments for retirement-related plans (IRA, 401(k), etc.)
  • 2018 COLA adjustments for health and welfare-related plans (HSA, deductibles, coinsurance)
  • Section 529 plans for education

Course Instructors

Stan Pollock

Stan earned his bachelor’s degree in Business Administration from California State University, Northridge in 1980. He now runs a two-office tax, accounting and consulting practice in Oakland and San Francisco, California. The practice focuses on high net worth individuals and small businesses, providing quality, personalized financial and tax guidance. Stan has taught continuing education courses to practitioners throughout the country on a regular basis for over 10 years. Stan has been a regular guest on a local radio talk show discussing taxes and has been quoted several times in local papers. He previously taught accounting courses in junior colleges in Southern California.

Individual Tax Planning 101

$49.00

This course will be an overview of:

  • Changes made by the Tax Cuts and Jobs Act of 2017 (TCJA), including, but not limited to: (1) withholding changes, (2) tax rates and brackets in place for 2018, (3) increased standard deduction thresholds, (4) new itemized deduction thresholds, (5) itemized deduction changes under the TCJA, (6) qualified business income deduction, (7) home mortgage interest deduction, and (8) tax credits for 2018 2018 COLA adjustments for retirement-related plans (IRA, 401(k), etc.)
  • 2018 COLA adjustments for health and welfare-related plans (HSA, deductibles, coinsurance)
  • Section 529 plans for education

National Registry of CPE Sponsors

A Becker Professional Education 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

Becker Professional Education Sponsor I.D. Numbers NASBA: 107294, New York: 002087, New Jersey: 20CE00226700, Texas: 009580, Ohio: CPE.186, Illinois 158.002405, Pennsylvania: PX177823