Description
Recent legislation, including the SECURE Act, SECURE 2.0, and the Inflation Reduction Act, has kept the federal individual tax arena on its toes. This course provides up-to-date information on critical tax issues affecting individuals with a focus on compliance and tax planning strategies. Join us for this fast-paced, real-world session and make yourself look like a hero in the eyes of your clients. Course materials include the latest legislative and IRS guidance on the latest key tax topics.
- Qualifies for IRS CE
This event is part of ISCPA's 2025 Tax School, designed to provide a convenient, comprehensive education about tax fundamentals for early-career tax staff in a series of courses. This series, designed for the ever-changing and complex world of tax, features high-quality presentations and an interactive, colleague-to-colleague approach to ensure participants develop the skills to apply their knew knowledge in practical settings.
Designed For
Objectives
When you complete this course, you will be able to:
- Identify individual retirement account (IRA) and qualified plan distributions.
- Recognize the taxation of virtual currency.
- Recall how health savings accounts (HSAs) work.
- Recall the self-employed health insurance deduction.
- Recall the deductibility of charitable contributions.
- Recall the steps to figuring the qualified business income deduction under Section 199A.
- Recall the net investment income tax (NIIT) on unearned income..
Highlights
- Filing requirements and personal exemptions
- Gross income inclusions, exclusions, and adjustments
- Standard and itemized deductions
- Tax credits
- Tax provisions for high-income taxpayers
- 3.8% net investment income tax
- Roth IRA, IRA, and retirement plan options
- Section 199A qualified business income deduction
Advanced Prep
- Download PDF manual - view your upcoming events in "My CPE" on website
- Test your computer/device for compatibility with virtual meeting space well in advance of your webinar
If you need this reported to the IRS for CE credit, email CPE@idcpa.org
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Leaders
William Taylor
William (Bill) F. Taylor, CPA is a professional speaker and a CPA with a small tax and consulting practice. Bill is also an Adjunct Assistant Professor in the Masters of Business Administration program at the University of Mississippi. He recently retired as President of Renasant Bank in Water Valley, MS.
Bill has worked in the Accounting, employee benefit and investment fields for over 25 years, beginning his career as the Employee Benefits Coordinator in the Jackson, MS office of KPMG Peat Marwick and managing his own firm since 1999. A nationally known consultant and speaker, Bill has conducted seminars for the American Institute of Certified Public Accountants, the American Society of Pension Professionals and Actuaries, more than 40 state CPA and Bar associations and other organizations. He was awarded the AICPA Outstanding Discussion Leader award multiple times and the James L. McCoy Discussion Leader of the Year Award from Surgent CPE . Bill is the author of Taxation of Employee Benefits Volume I and Volume II, and his articles have appeared in numerous publications.