CPE & Events Catalog
Tax Season Update for Individuals with Steve Dilley
This program provides an update to the latest tax developments, rules and regulations impacting individual taxpayers, with a review and integration of the numerous 2024/25 legislation.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Learning Objectives
After attending this presentation you will be able to...
- Apply practical strategies based on recent developments
- Identify and recall key compliance issues
- Identify and recall significant changes in tax forms
Highlights
The major topics covered in this class include:
• 2024/25 legislative developments, cases and rulings impacting individual taxpayers
• Changes to Form 1040 and other related forms, worksheets and schedules
• Individual income items, itemized deductions and credits
• Updated tax rate schedule and other inflation adjusted items
• Implications for self-employed taxpayers of various legislation
• Section 199A changes, including use of carryforward passive activity and 199A losses
• Capital gains and losses
• Passive activity and hobby loss rules changes
Field of Study: Taxation
Who Should Attend
CPAs in public practice and industry seeking an update on the latest individual tax developments.
Required Knowledge
Basic working knowledge of individual taxation.
