Individual Income and Tax Compliance Annual Update
Tax professionals can catch up on all the latest developments in the areas of individual, estate, trust, and gift tax — including H.R. 1— in this comprehensive course.
Format
Webcast
Date
Nov 02, 2026
NASBA Field of Study
Taxes
Level
Update
CPE Credits
3.5
Instructor
William Harden
Availability
Product Number
VCL4IIT261102
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, you'll review a tailored list of updates highlighting the most pertinent issues affecting individuals, estates, and trusts from the past year, including relevant regulatory updates related to H.R. 1, commonly referred to as OBBBA. Matters that specifically affect tax practitioners (such as changes in the tax regulatory environment) are also covered.
Topics include:
- Inflation adjustments
- U.S. Tax Court cases
- Regulatory and sub-regulatory guidance
Insights to study before, during, and after tax season
Materials inform you of the latest legal and regulatory tax matters affecting individuals, estates, and trusts, helping you effectively complete tax planning and compliance engagements. Course materials point out tax planning opportunities and provide practice tips to help you serve clients with confidence.
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 inflation adjustments that primarily affect individuals.
- Recognize the impact of recent changes in the tax regulatory environment.
- Identify changes affecting individual taxation.
- Recall the factors that determine whether an activity is a hobby or a business.
Who Will Benefit
- Public accounting senior associates, managers, and partners
- Financial advisers
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)
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.