Webinar

Mid-Year Tax Update: Planning for Individuals

If you have questions about this event, please call us at 952-831-2707.

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The new administration has proposed significant tax policy changes that may impact individual taxpayers and financial planning strategies. This course provides tax practitioners with essential updates on recent legislation, regulatory changes, and potential future reforms. Participants will explore the implications of proposed tax cuts, adjustments to Social Security and retirement taxation, and potential modifications to deductions and credits. The course also examines ongoing discussions about IRS restructuring and the expansion of tax incentives for American businesses and families.

With a focus on practical strategies, this course equips tax professionals with the tools to help clients prepare for these changes before year-end. Whether addressing Form 1040 issues, capital gains planning, or income and estate tax considerations, participants will gain insights to help clients make informed decisions.

• Please Note: If you need credit reported to the IRS for this IRS approved program, please download the IRS CE request form on the Course Materials Tab and submit to kori.herrera@acpen.com

Major subjects

• Legislative changes affecting individual tax planning
• Income, deduction, and credit planning strategies
• Form 1040 issues: divorce, death of a taxpayer, and status updates
• Compensation, fringe benefits, and Social Security updates
• Foreign reporting, resident alien, and cryptocurrency tax matters
• Capital gains, Kiddie Tax, and related deductions

Learning objectives

• Analyze the major changes to the Internal Revenue Code due to recent legislation.
• Develop tax planning strategies in response to new legislative changes.
• Update client financial, estate, and retirement plans based on new tax rules.
• Evaluate potential tax changes under the new administration and their implications.
• Identify key issues related to Form 1040 filings, including status, deduction, and credit updates.
• Advise clients on capital gains, Social Security, and compensation/fringe benefits planning.

Who should take this program?

• CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Pricing

Our records indicate you are a nonmember. If you register, you will be charged $129.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.