Course Description

Being a tax practitioner over the last few years has been tough! The tax landscape is constantly changing, and this shows no signs of slowing down. With the recent passage of the One Big Beautiful Bill Act (OBBBA), there’s even more for practitioners to keep up with. Now more than ever, you need more than just new code sections hurled your way. You need a reliable and practical way to stay on top of new legislation, IRS focus areas, and key developments affecting your clients. 

In our Individual Tax Quarterly Update, we’ll walk through major recent updates, including a detailed discussion of the OBBBA’s impact on individual taxpayers, and address hard-to-navigate areas that continue to challenge practitioners. Through discussion and easy-to-follow examples, you’ll be better prepared to answer tough client questions and stay current year-round. Not just during tax season!

Learning Objectives

  • Identify new federal tax legislation, including the recently passed One Big Beautiful Bill Act (OBBBA), and clarifications to existing laws

  • State areas of focus from the IRS

  • Recall difficult to navigate areas for tax practitioners

  • Recognize potential client questions about tax law updates and changes

Additional Required Materials

  • Level: Update

  • Field of Study: Taxes (NASBA); Tax Planning (CFP); Federal Tax Update (IRS)

  • Who Should Attend: Experienced tax professionals and financial advisors

  • Required Knowledge: Previous tax preparation experience preparing individual tax returns

  • 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. 

Instructor