Tax Season and OBBBA Update for Individual with Steve Dilley

CPE Credit:

Overview

Description:

This comprehensive fall tax update provides an in-depth review of the latest federal tax changes and IRS guidance following the enactment of OBBBA 2025 for individual taxpayers, highlighting new legislation and provisions, regulatory shifts, and planning opportunities that will affect individual and tax compliance in the current filing season and beyond. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Field of Study:

Taxes (4 CPE)

Instructor

Instructor:

Steven C. Dilley, CPA, JD, PhD

Additional Details

Who should attend:

CPAs in public practice and industry seeking an update on the latest individual tax developments.

Program Level:

Intermediate

Program Content:

The major topics that will be covered in this course include:

Update and integration of recent tax legislation impacting 2026 individual returns
Update on significant individual tax developments related to cases and rulings
Individual tax changes including the earned income credit, child credit, and child and dependent care credit
Section 199A changes, including use of carryforward passive activity and 199A losses and latest tax forms
Crypto reporting update
2027 tax rate schedule and other inflation adjusted items
Passive activity and hobby loss rules changes.

Learning Objectives:

After attending this presentation, you will be able to…

Identify and recall key compliance issues
Implement practice strategies based on recent developments
Apply changes to Form 1040 and related schedules

Prerequisites:

Basic working knowledge of individual and business taxation.

Advanced Preparation:

None

Developed By:

Federal Tax Workshops, Inc

Format:

Group-Internet-Based

Course Code:

FTOTSUI4

Registration:

$149.00

Attendee Information

Please select one of the following options to register for this webinar:

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