Tax Season and OBBBA Update for Individual with Steve Dilley
Overview
This comprehensive fall tax update provides an in-depth review of the latest federal tax changes and IRS guidance following the enactment of OBBBA 2025 for individual taxpayers, highlighting new legislation and provisions, regulatory shifts, and planning opportunities that will affect individual and tax compliance in the current filing season and beyond.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
Highlights
The major topics that will be covered in this course include:
- Update and integration of recent tax legislation impacting 2026 individual returns
- Update on significant individual tax developments related to cases and rulings
- Individual tax changes including the earned income credit, child credit, and child and dependent care credit
- Section 199A changes, including use of carryforward passive activity and 199A losses and latest tax forms
- Crypto reporting update
- 2027 tax rate schedule and other inflation adjusted items
- Passive activity and hobby loss rules changes.
Prerequisites
Basic working knowledge of individual and business taxation.
Designed For
CPAs in public practice and industry seeking an update on the latest individual tax developments.
Objectives
After attending this presentation, you will be able to...
- Identify and recall key compliance issues
- Implement practice strategies based on recent developments
- Apply changes to Form 1040 and related schedules
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by CPA Crossings.
Leader(s):
Leader Bios
Steven Dilley PhD, Federal Tax Workshops Inc (Novi, 48375)
Steven C. Dilley is a professor at Michigan State University where he teaches tax accounting. He obtained his PhD in accounting from the University of Wisconsin-Madison in 1972. In 1969 he also received a law degree and an undergraduate accounting degree from UW-Madison. He is a member of the Wisconsin Bar Association, the American Bar Association, the Wisconsin Institute of CPAs, the Michigan Association of CPAs, the American Accounting Association, the American Institute of CPAs, the American Taxation Association, and the Hawaii Association of Public Accountants. Steve is the President of the Federal Tax Workshops, Inc. This organization prepares continuing education materials and presents continuing education programs for accountants and attorneys throughout the United States. Steve is nationally known for his knowledge of taxation in general and especially for his knowledge of the financial, accounting, and tax problems of the closely held business. He has published numerous articles on those topics.
Non-Member Price $199.00
Member Price $149.00