2025 Mid: Year Tax Update: Planning for Individuals

Overview

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