Individual Income and Tax Compliance Annual Update
Tax professionals can get caught up on all the latest developments in the areas of individual, estate, trust and gift tax in this comprehensive course.
Format
Webcast
Date
Nov 10, 2025
NASBA Field of Study
Taxes
Level
Update
CPE Credits
4
Instructor
J. William Harden
Availability
Product Number
VCL4IIT251110
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
Key Topics
- IRS guidance, including notices, revenue rulings and revenue procedures
- IRS and Treasury proposed, temporary and final regulations
- U.S. Tax Court cases
- Legislative updates
Learning Outcomes
- 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.
Who Will Benefit
- Accountants and finance professionals
- CPAs, senior associates, managers and partners
- Tax professionals
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
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