Individual Tax Update and Planning Strategies (UPFI)

Karen E. Davis, EA, Lawrence K. Pon, CPA, Lance G. Weiss, CPA, CVA, Michael J. Tucker, JD, CPA (moderator)
  • 3
  • Update
  • Taxes

Individual course: $99
Best Value: All-Star Tax Season Pass
Volume Discounts: 
Click here for details.


This course will present and explain the individual-related tax changes for 2022 resulting from new legislation, IRS regulations and pronouncements, and court cases. This is a comprehensive and in-depth program that will prepare tax practitioners to intelligently advise their individual clients. 

Major Topics:

  • New legislation enacted in 2022 that affects individual taxpayers
  • IRS regulations and notices affecting individual taxpayers
  • The Child Tax Credit
  • Premium tax credits for individuals obtaining health insurance on the exchanges

Learning Objectives

  • Understand the individual-related tax changes for 2022

Any tax practitioner who will be preparing individual income tax returns for 2022 

A basic understanding of the tax rules relating to income tax for individuals




Varies by state. Check back soon for details