GS 817 Audio: Personal Tax Planning-2017 episodes:

• July 10, 20172-1 Identify the filing requirements for income tax returns and the statute of limitations for assessment.

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• June 30, 201713-2 Explain and determine the tax consequences associated with employer-provided defined-contribution plans, including traditional 401(k) and Roth 401(k) plans.

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• June 30, 20177-3 Calculate a taxpayer’s employment and self-employment taxes; explain the tax considerations determining the status of a taxpayer as either an employee or independent contractor.

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• June 30, 20177-2 Compute a taxpayer’s alternative minimum tax liability and describe the characteristics of taxpayers most likely to owe the alternative minimum tax.

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• June 30, 201725-4 Apply fundamental principles of wealth planning and explain how income and transfer taxation interact to affect wealth planning.

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• June 30, 20176-2 Describe the different types of itemized deductions available and compute itemized deductions.

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• June 30, 201716-3 Describe a corporation’s tax return reporting and estimated tax payment obligations.

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• June 30, 20179-3 Explain the additional special cost recovery rules (§179, bonus, listed property) and calculate the deduction allowable under these rules.

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• June 30, 201713-5 Describe the retirement savings options available to self-employed taxpayers and compute the limitations for deductible contributions to retirement accounts for self-employed taxpayers.

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• June 30, 20174-1 Describe the formula for calculating an individual taxpayer’s taxes and explain each component of the formula.

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