Checkpoint Learning

Checkpoint Learning

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Bi-Monthly Federal Tax Update: Individuals  

CATEGORY: Taxation
COURSE ID: W830T, VERSION 1.00
  Webinar
4 CPE Credits
Level: Update
Get the absolute latest breaking federal tax developments affecting individuals.

Written and taught by Laurie A. Stillwell, this half-day webinar gives you the latest developments, including recent federal tax legislation, IRS pronouncements, regulations, and key judicial decisions affecting individual taxpayers. Participants will learn techniques and tax planning ideas to reduce taxes through effective planning and receive the most current updates on key tax issues affecting their personal income tax clients. Attend this tax update and come away with real-world solutions to real-world problems.

Please Note: Developments primarily affecting business entities (filers of Forms 1065, 1120 and 1120-S) will be covered in the Bi-Monthly Federal Tax Update: Business Entities (W831T) webinar. 

To provide a balance of both individual and business entity content throughout the year:  
  • Odd Months will be Individual Updates: January, March, May, July, September, November 
  • Even Months will be Business Entity Updates: February, April, June, August, October, December
Recent topics include:
  • Home energy rebate programs and impact on the Energy Efficient Home Improvement Credit
  • Final regulations – 2025 required minimum distributions (RMDs)
  • SECURE Act 2.0 of 2022 and certain exceptions to 10% additional tax on distributions
  • Recent judicial decisions on Schedule C deductible transportation expenses and taxable Social Security benefits
  • IRS disaster relief FAQs – retirement plans and IRAs under the SECURE Act 2.0 of 2022
  • IRS FAQs – transfers of EV credits
  • Updates on the IRC Sec. 25C energy efficient home improvement credit
  • New 2024 Form 7217 – distributions to partners
  • Tax planning strategies for individuals and sole proprietors
  • Tax developments impacting individual taxpayers
Who should attend: Preparers of individual income tax returns.

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC CREDIT.

Instructor: Laurie A. Stillwell, CPA
Instructor assignments are fluid and subject to change.

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