2021 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 2021 Individual Income Tax Return Preparation and Planning For Individuals.


This course is designed to: * Provide explanations and planning ideas relating to the latest 2021 individual income tax developments, including the most recent guidance on provisions of the American Rescue Plan Act of 2021, the Consolidated Appropriations Act of 2021, and any other 2021 legislation, * Help practitioners prepare for “tax season,” and * 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, 2021 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 recent legislation.


Review of Individual Income Taxation Including: * Key individual provisions (including developments) of the American Rescue Plan Act of 2021 and the Consolidated Appropriations Act of 2021 effective for 2021 including: Increased Child Tax Credit and Dependent Care Credit; Stimulus Payments And Rebate Credit; Tax Free Forgiveness of Student Loans; Increased Charitable Contribution Deductions; Increased Premium Tax Credit; Expanded Earned Income Credit; and More! * 2021 Developments Concerning Provisions of the SECURE Act and The Tax Cuts and Jobs Act. * Planning Ideas, Including Planning With New Tax Legislation. * Important 2021 Regulations, Court Cases, Rulings And Other Non-Legislative Developments. * Affordable Care Act Developments Including Changes To Premium Tax Credit. * Net Investment Income Tax Provisions. * Review Of Home Mortgage Interest, Investment Interest And Business Interest Rules. * Section 1031 [email protected] Exchange Developments. * Planning With The §121 Gain Exclusion For A Principal Residence. * Review Of Selected Individual Tax Credits. * Charitable Contributions.

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 ( James William Harden, CPA, ChFC, High Point, NC ),

Additional Event Information

Check-in for all in-person events begins one hour prior to event start time. 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 15, 2021 (8:30 am–4:30 pm ET) , Durham
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Wednesday, December 15, 2021 (8:30 am–4:30 pm ET)
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Thursday, January 6, 2022 (8:30 am–4:30 pm ET)
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Share This Event

Event Vendor:Don Farmer
Field of Study:Taxes
Level: Update
Other:Enrolled Agent

Event Type:Seminar
NASBA Instructional Method:Group Live
Event Code:F0000621

Registration Fees

Early Bird Rate expires December 27, 2021

RegistrationEarly BirdRegular
NCACPA Member$245.00$295.00
Other CPA State Society Member$245.00$295.00
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/.

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