2025 Tax Updates for Individuals (Completed)
Date: Thursday, October 16, 2025
Instructor: Barbara Weltman
| Begin Time: |
9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time |
| CPE Credit: |
1 hour for CPAs
1 hour Federal Tax Law Updates for EAs and OTRPs
1 hour Federal Tax Updates for CTEC |
|
NOTE: Go to My Professional Profile in your CCH CPELink account settings to ensure your name, and PTIN number; matches your PTIN card
New tax laws, new cases, IRS guidance, and inflation-driven cost-of-living increases in numerous tax rules present planning opportunities for your clients. Your guidance is needed to help clients navigate the new tax landscape now and get ready for upcoming tax changes.
This one-hour CPE course presented by experienced practitioner and instructor Barbara Weltman, J.D., will provide an update on critical year-end tax steps for your individual clients.
Who Should Attend
All CPAs, EAs, and other tax professionals who advise individual clients on federal tax issues.
Topics Covered
- What's new for 2025 returns
- Special actions in light of new rules related to green energy and retirement savings
- Tax rule changes in 2025
- Last-minute tax actions
- Law changes to expect for 2026 that influence 2025 actions
Learning Objectives
- Identify the latest developments in federal taxation for individual taxpayers
- Recognize and apply recent developments to year-end tax planning
- Identify open tax questions and what to do now
- Recognize strategies for individuals to minimize their tax bill
- Prepare for tax changes in 2026
Level
Update
Instructional Method
Group: Internet-based
NASBA Field of Study
Taxes (1 hour)
Program Prerequisites
A basic understanding of tax preparation.
Advance Preparation
None
