Intermediate Individual Taxation: Tax Staff Essentials

Jun 26, 2026 8:00am - 4:00pm

(Check-In 8:00am )

Online

8.00 Credits

Member Price $319.00

Non-Member Price $399.00

Overview

Modern tax strategies for individual clients.

H.R. 1, commonly referred to as OBBBA, has reshaped the individual tax landscape and a cascade of guidance has made it challenging to keep track of the opportunities for individuals to save on their taxes. Materials explain the latest tax law changes and the individual and business planning opportunities they provide.

You'll gather a wealth of tax-planning tips and strategies and learn about key tax return issues, so you have the latest guidance to serve your clients better.

In this course, you'll explore the effects of the latest tax legislative, regulatory and court actions, including:

H.R. 1

SECURE Acts (1.0 and 2.0)

Inflation Reduction Act of 2022

U.S. Tax Court rulings

IRS guidance on the hottest tax topics affecting individual taxpayers

Part of Tax Staff Essentials Level 2

This self-study online course is part of Tax Staff Essentials Level 2, a comprehensive learning program that provides experienced staff with the advanced technical training required to work with their most sophisticated clients.