Exploring Client Advisory Services: LIVE Quarterly Tax Update – Q4 2025 (SIM)
4.0 NASBA Credits (Taxes) | 1pm-4:30pm ET 12/4/25
CAS professionals are an integral part of the operations of any CPA firm. As such, they must stay on top of changing tax law. In this course we will explore tax changes in the areas that CAS professionals are involved with – information reporting, payroll tax issues, and tax credit and deduction documentation. We will also discuss relevant changes on individual and business tax returns, so that CAS professionals will be able to better assist clients with tax needs throughout the year.
• Identify information return and reporting issues
State areas of concern for the IRS and new tax developments
Recall trouble spots for clients and practitioners
Recognize new areas of tax regulation affecting clients and practitioners
Level: Update
Field of Study: Taxes (NASBA); Tax Planning (CFP); Federal Tax Update (IRS)
Who Should Attend: Tax practitioners and financial advisors who are looking to stay current on federal tax issues.
Required Knowledge: A basic understanding of federal taxation.
Advanced Prep: None
Recording consent
This live session will be recorded for the purpose of creating self-study and rebroadcast versions of the content. Customer participation, including questions and comments, will not be included in the final product. Any customer-identifiable information will be edited out to protect your privacy. By attending the session, you consent to the recording process under these conditions.