This is a group live program.
These are annual federal tax update programs that provide an update of annual changes and a review of tax concepts affecting clients, return preparation, and ethics. They are intermediate level programs for participants with a background in federal taxation who wish to be kept current. There are no prerequisites, and no advance preparation is required. You can attend this program as a group live or group based internet program. Participants will receive electronic materials 24 hours prior to the program. At the conclusion of the program participants will achieve the following learning objectives:
- Become current on selected legislation, cases, rulings, regulations that have occurred during 2025 as well as selected currently relevant topics.
- Recognize situations described in the program that may affect clients or their tax returns.
- Be able to describe relevant tax issues to clients.
- Analyze and determine the proper tax rules applicable to clients’ circumstances.
- Develop appropriate responses or plans based on those circumstances.
