TCP Area I: Individuals & Personal Financial Planning
Gross income, adjustments & deductions, the QBI deduction, credits, individual AMT, passive-activity rules, retirement & education planning, and the investment-income surtaxes.
AICPA Blueprint: Area I (30–40%)
What you'll study
Gross income & exclusions
Adjustments to income
Itemized deductions
QBI deduction
Tax credits
Individual AMT
Passive activity
Retirement & PFP
Recommended study flow
- 1Read the Area I notes end to end.
- 2Practice the 30 original MCQs, then review the explanations.
- 3Review missed questions, then ask in Discord or book tutoring on anything still fuzzy.