Tax Season and OBBBA Update for Individual with Steve Dilley
Online
4.00 Credits
Member Price $149.00
Non-Member Price $214.00
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.
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
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.
Designed For
CPAs in public practice and industry seeking an update on the latest individual tax developments.
Prerequisites
Basic working knowledge of individual and business taxation.
Preparation
None
Notice
You will receive an email from CPA Crossings via Webex with instructions to access the webinar.
Leader(s):
Leader Bios
Steven Dilley, CPA, J.D., PhD, Federal Tax Workshops
Steve is President of Federal Tax Workshops, Inc., East Lansing, Michigan, where for the past 33 years, his organization has prepared continuing professional education materials and presented seminars for accountants and attorneys throughout the United States. He is nationally known for his knowledge of the financial, accounting, and tax problems of the closely held business and individual taxpayers. He has published numerous articles on these topics.
In addition, Steve is a Professor of Accounting at Michigan State University, East Lansing, where he teaches tax accounting. He received the 2005 "Distinguished Achievement in Accounting Education Award" in Michigan. He also received the 2007 "MSU Accounting and Information Systems Department Outstanding Teacher Award."
He obtained his Ph.D. in accounting, law degree and an undergraduate accounting degree from the University of Wisconsin-Madison. He is a member of the Michigan Association of CPAs, Wisconsin Bar Association, The American Accounting Association, AICPA, American Tax Association, and Hawaii Association of Public Accountants.
Non-Member Price $214.00
Member Price $149.00