CPE & Events Catalog
2027/01/06-07 Federal Tax Update with Ron Roberson, CPA — Indianapolis IN-PERSON
Stay current on the latest federal tax changes impacting both business entities and individual taxpayers. This comprehensive course provides an in-depth look at recent legislative updates from Congress, new IRS guidance, and significant rulings and court cases that affect how you serve your clients.
On the business side, you'll explore changes affecting C corporations, S corporations, partnerships, and LLCs—including entity selection considerations and compliance updates relevant to this year's filing season.
On the individual side, the course dives into the most common 1040 problem areas, expiring tax provisions, and emerging issues that practitioners encounter in practice.
Kept up to date through the day before class, this course ensures you're walking away with the most timely and relevant information available, along with practical, hands-on tools you can put to use right away.
Learning Objectives
- Summarize the latest federal tax law changes from Congress and how they impact both business and individual taxpayers
- Explain recent IRS Notices, announcements, revenue rulings, and court cases relevant to corporations, S corporations, partnerships, and individuals
- Advise business clients on the characteristics, advantages, disadvantages, and tax implications of different entity types, including LLCs and S corporations
- Identify key differences in tax treatment across entity types to help guide client decision-making
- Recognize and address common compliance issues encountered during business tax preparation
- Explain changes affecting expiring federal tax provisions and how they impact individual clients
- Navigate individual income and deduction issues, including IRAs, retirement distributions, penalties, and passive activities
- Identify and resolve the most common 1040 problem areas using practical tools and real-world strategies
- Apply hands-on techniques and best practices to confidently prepare for the upcoming tax season
- Communicate complex tax law changes to clients in a clear and actionable way
Field of Study: Taxation
Who Should Attend
CPAs in public accounting or corporate finance in need of a power-packed two-day Federal individual and business income tax update course before tax season
Required Knowledge
1 year tax preparation experience.
