CE/CPE Course Information

Individual: Itemized Deductions (2018)

CPE Credits: 4
Subject Area: Taxation
Field of Study: Taxes
Program Level: Overview
Lesson Version: 2018
Publication/Revision Date: May 15, 2018
Prerequisites/Advanced Preparation: None
Written By: James R. Hasselback, Ph.D.

    After completing this course, you will be able to
  • Identify the impact of the Tax Cuts and Jobs Act to Schedule A (itemized deductions)
  • Calculate allowable medical deductions
  • Apply the rules for deducting taxes
  • Calculate deductible interest expense
  • Select rules for contributors to qualified organizations
  • Identify proper treatment for casualty losses
  • Apply the proper treatment for miscellaneous itemized deductions
Course Topics
  1. Introduction
  2. Medical Expenses
  3. Taxes
  4. Interest Expense
  5. Charitable Contributions
  6. Casualty Losses
  7. Elimination of Itemized Deductions Subject to the 2% AGI Limitation
  8. Miscellaneous Itemized Deductions Not Subject to the 2% AGI Limitation
  9. Elimination of the Overall Limitation
  10. Application

This self-study course consists of an Audiovisual presentation, a 20-question True/False Introductory quiz, a Knowledge Transfer Outline with multiple-choice questions for study and review, and a Qualified Assessment of 20 questions.

This course is designed for your convenience. You may log out at any time during the course; your current position and all work will be saved. The next time you log in, you can resume right where you logged off.

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