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Don Farmer's Advanced Individual Income Tax Workshop (Online)

Monday, Jan. 12
 8:30am - 4:30pm

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Online

8.00 Credits

Member Price $279.00

Price will increase by $35 after 1/5

Non-Member Price $399.00

Price will increase by $35 after 1/5

Overview

Join us for Don Farmer’s 2025 Individual Income Tax Workshop to make sure you’re fully prepared for the upcoming tax season. In this course, we’ll dive into the latest individual income tax developments, recurring issues and planning ideas, all presented with a blend of humor and practical examples. From new tax law provisions to the tricky problem areas that can trip up both practitioners and clients, we’ve got you covered. You’ll walk away with clear explanations, valuable planning tips, and a better understanding of the most recent guidance - all aimed at helping you tackle 2025 individual income tax return preparation with confidence.

Objectives

  • Provide explanations and planning ideas relating to the latest individual income tax developments, including the most recent guidance on new tax law provisions relevant for 2025.
  • Help CPAs and tax practitioners effectively prepare for the 2026 tax season, incorporating key changes in legislation and IRS guidance.
  • Address recurring tax compliance challenges and problem areas for CPAs and their clients, including recent IRS enforcement priorities and audit triggers.
  • Explore strategic tax planning opportunities that align with evolving tax regulations and economic trends.
  • Highlights

    The materials include a comprehensive review of individual income taxation, with a focus on 2025 tax law updates and planning strategies:

    • Provisions Scheduled to Expire or be Reduced
    • Disaster Relief
    • OBBB – TCJA Extensions, Individual Provisions, Select Provisions affecting Schedule C & F, Summary of Significant Provisions broken down by Year of Enactment, IRS Release Guidance
    • Other Recent Practice Developments
    • Virtual Currency
    • AI in Tax Practice
    • IRC 199A Refresher
    • Passive Activities
    • Key Estate and Gift Tax Issues

    Designed For

    CPAs and tax professionals who prepare individual income tax returns or provide individual tax planning services.

    Prerequisites

    At least one tax season

    Preparation

    None

    Notice

    By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.

    Leader(s):

    Leader Bios

    Jason Dinesen, Don Farmer Tax Education

    Jason Dinesen, EA

    Jason Dinesen, EA is a tax practitioner and long-time presenter of continuing education courses. Jason’s experience includes extensive tax preparation background in individual income taxes, and tax situations for small businesses in Dinesen Tax & Accounting, P.C., and now Dinesen Tax Advisory, LLC. Jason is an Iowa native and was president of the Iowa Society of Enrolled Agents from 2011–2017. He currently teaches on dozens of tax topics and also teaches Special Enrollment Exam (aka “the Enrolled Agent exam”) review, as well as review courses for AFTR and California CTEC. He has also been an adjunct instructor at Simpson College in Indianola, Iowa, where, through 2022, he taught individual income tax and intro to business analytics.

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    Non-Member Price $399.00

    Member Price $279.00