Individual Tax Update and Planning Strategies (IU25)

Michael J. Tucker, JD, CPA (moderator), Robert C. Lickwar, CPA, Julie A. Welch, CPA, CFP
  • 3
  • Update
  • Taxes
On-site : Not available; please select a webinar
Webinar :
Broadcast Times

To register an Edward Jones employee for a broadcast, log in to your account on this website and click "Register for a Course" in your profile. Or, call All-Star Tax at (610) 994-9595.

Overview

This is a comprehensive and in-depth program preparing tax practitioners to advise their individual clients about important tax changes enacted in 2025. The course will contain OBBBA provisions impacting individuals. It will also include individual-related tax changes resulting from IRS regulations and court cases.

Panelists are subject to change.

Major Topics:

  • New legislation enacted in 2025 that affects individual taxpayers
  • IRS regulations and notices affecting individual taxpayers for 2025 and after
  • New tax cases impacting the taxation of individuals

Learning Objectives

  • Understand and advise clients regarding new tax legislation impacting 2025 and later and information released by the IRS regarding the taxation of individuals that impacts 2025 transactions

Accounting and finance professionals advising clients regarding individual income tax developments

A basic knowledge of individual income tax rules

None

Yes

Yes

Varies by state. Check back soon for details