Winter Federal Tax Summit
Live Virtual Seminar
16.00 Credits
Member Price $500.00
Price will increase by $50 on 11/18
Non-Member Price $610.00
Price will increase by $50 on 11/18
Highlights
This seminar has been designed to review all changes affecting for-profit taxpayers. Just the facts without the frills! Updated throughout the year for up-to-the-minute changes and court cases. Review examples and take advantage of in-depth discussions in a massive year of tax changes, including OBBBA/H.R.1 and other relevant IRS notices and announcements.
Prerequisites
At least one tax season
Designed For
CPAs and other business professionals.
Objectives
- Stay informed on latest modifications from the 2025 Tax Acts
- Review relevant IRS Notices, announcements, rulings, and court cases affecting individuals
- Explain updates to expiring federal tax provisions
- Address income and deduction issues
- Understand IRAs, retirement distributions, and penalties
- Navigate passive activity rules and unusual tax items
- Cover the most common 1040 issues practitioners face
- Advise clients on the latest 2025 tax changes for C corporations, S corporations, and LLCs
- Explain the differences in entity types and their tax implications
- Provide clients with the characteristics, advantages, and disadvantages of LLCs
- Inform clients of the tax implications and characteristics of S corporations
- Review Congressional modifications, IRS Notices, announcements, rulings, and court cases affecting corporations, S corporations, and partnerships
- Discuss common compliance issues encountered during the current tax preparation season
- Gain practical, hands-on tools to apply for the upcoming tax season
Note: Individual update will be presented on day one; business update will be presented on day two.
Notice
- This seminar has been approved for IRS CE credit. To receive IRS CE credit, you must complete the IRS CE Credit Request Form within 30 days of the seminar.
Leader(s):
Leader Bios
Ron Roberson
For more than 17 years, Ron Roberson has been a popular tax speaker covering individual and business tax topics. Each year, Ron speaks to thousands of CPAs and other tax professionals about the latest tax-related law changes, planning opportunities, and other business matters. Ron’s energetic, easy-to-understand, and humorous presentation style has made him a favorite nationwide. After beginning his career with international accounting firm Deloitte Haskins & Sells, Ron founded his own firm in Twain Harte, CA, near Yosemite National Park. Ron actively participates in his firm today, applying his practical experiences in the classroom to bring his tax lectures to life. Ron is also a prolific author who has written, edited, and collaborated to write tax training manuals and has written about business entity selection, taxation of corporations, Social Security, and many areas of individual income taxation. Ron has also routinely been a guest on tax-related Internet radio broadcasts.
Non-Member Price $610.00
Member Price $500.00