Beyond the Basics: Unlocking Tax Savings With Deductions Beyond Itemizing - 0.2 Nano CPE

Tax Savings Don’t Stop at the Standard Deduction.

Many taxpayers assume meaningful tax savings are available only if they itemize. In reality, numerous deductions and adjustments can reduce taxable income even when itemizing isn’t an option — but they’re often overlooked.

This course shows you how to uncover those opportunities so you can help clients lower their tax liability using strategies that go beyond the basics.

Learning Objective

Identify how above-the-line and below-the-line deductions interact to reduce AGI and taxable income, and recognize planning opportunities created by recent legislative changes.

Course Description

This 14-minute nano-learning course highlights strategies that go beyond standard deductions to uncover additional tax savings. Participants learn how AGI-based planning and deduction layering can reduce taxable income under current law.

Best Suited For

Tax and accounting professionals advising individual taxpayers who do not itemize but still seek meaningful tax savings.

Why This Knowledge Is Valuable

Failing to recognize non-itemized deductions can leave money on the table year after year. Professionals who understand how deductions interact with AGI can deliver stronger planning outcomes, improve client confidence, and uncover value that many advisors overlook.

Author / Instructor

Lee T. Reams, BSME, Sr., EA
Lee T. Reams, Sr., EA, is a veteran tax educator and course author with decades of experience in federal tax law and professional education. He is recognized for helping tax professionals apply technical rules through practical, real-world guidance.

Course Details

This course qualifies for NASBA continuing professional education credit. CountingWorks, Inc. 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.

Go Beyond Itemizing and Find More Tax Savings

Start Beyond the Basics: Unlocking Tax Savings With Deductions Beyond Itemizing and learn how to identify overlooked deductions that can meaningfully reduce taxable income.