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2025 Mid - Year Tax Update: Planning for Individuals

 Various
 
4.0
Registration is Open
Member Price
$129.00 Regular Registration
Your Price
$159.00 Regular Registration
This course is being offered on multiple dates, listed below. Click the Register button next to your preferred date to register.
 Wed, 06/18/2025 from 9:00 am to 1:00 pm
 Mon, 06/30/2025 from 2:00 pm to 6:00 pm
 Thu, 07/10/2025 from 5:00 pm to 9:00 pm
 Fri, 07/18/2025 from 9:00 am to 1:00 pm
 Mon, 08/18/2025 from 11:00 am to 3:00 pm
 Sat, 08/30/2025 from 2:00 pm to 6:00 pm
 Thu, 09/11/2025 from 5:00 pm to 9:00 pm
 Thu, 09/18/2025 from 9:00 am to 1:00 pm
 Sat, 10/18/2025 from 11:00 am to 3:00 pm
 Thu, 10/30/2025 from 2:00 pm to 6:00 pm
 Thu, 11/13/2025 from 5:00 pm to 9:00 pm
 Tue, 11/18/2025 from 9:00 am to 1:00 pm
Designed For:

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

Prerequisite:

Basic understanding of individual taxation

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 [email protected]

Delivery Method: Individual webcast
CPE Credit: Taxes
Program Level: Update

Sponsors

For Technical Support: 
Please contact the ACPEN Help Desk at (877) 602-9877, [email protected]   or visit https://vscpa.acpen.com/Support/. The Help Desk is available by phone 24/7, 365 days a year. Allow 1 business day for email

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.

 

Speakers

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.