Spring Tax Update for Individuals with Steve Dilley

Overview

This program provides an update to the latest tax developments, rules and regulations impacting and individual taxpayers, with a review and integration of 2024/25 legislation.  

*Please Note:  If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com

Highlights

• Recent legislative developments, cases and rulings impacting individual taxpayers
• Disaster Relief Act of 2024
• Expiring TCJA provisions
• SECURE Act 2.0
• Individual income items, itemized deductions and credits
• Updated tax rate schedule and other inflation adjusted items
• Implications for self-employed taxpayers of various legislation

Prerequisites

Basic working knowledge of individual taxation

Designed For

CPAs in public practice and industry seeking an update on the latest individual tax developments

Objectives

• Apply practical strategies based on recent developments
• Identify and recall key compliance issues
• Identify and recall significant changes in tax forms

Preparation

None