Individual Income and Tax Compliance Annual Update

December 8, 2025 8:00am - 12:00pm

Online/Webcast

4.00 Credits

Member Price $225.00

Non-Member Price $269.00

Overview

The most pressing tax matters affecting individuals, estates and trusts

With so many tax developments that come up during the year, it’s hard to stay on top of every salient issue. In this all-new course, learners get a tailored list of updates highlighting only the most pertinent issues concerning individuals, estates and trusts from the past year.

Insights to study before, during and after tax season

Learners are provided with in-depth explanations of budding issues that their clients may face. This course allows practitioners to develop up-to-date expertise in hot areas.

Content includes:

Tax rate tables

Relevant regulations related to recent legislation affecting individuals, estates and trusts

U.S. Tax Court decisions that inform practice

Revenue rulings and other IRS documentation that provide a glimpse into IRS rationale

Highlights

IRS guidance, including notices, revenue rulings and revenue procedures

IRS and Treasury proposed, temporary and final regulations

U.S. Tax Court cases

Legislative updates

Prerequisites

Basic knowledge of federal income taxation

Designed For

Accountants and finance professionals

CPAs, senior associates, managers and partners

Tax professionals

Objectives

Identify the correct rate tables and standard deduction applicable to filers.
Recognize the COLA adjustments related to retirement plans.
Identify the correct standard mileage rate for different categories of mileage.
Identify updated tax credits.
Recall hobby loss rules.