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Federal Tax Update Individual - with Ron Roberson - VIRTUAL

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8.00 Credits

Member Price $430

Non-Member Price $480

Overview

Upon completion of this course you will be able to inform clients of the latest modifications from the 2025 Tax Acts, as well as other relevant IRS Notices, announcements, rulings, and court cases for individuals. Participants will be able to explain changes affecting expiring federal tax provisions, income & deduction issues, IRAs, retirement distributions & penalties, passive activities, and unusual items such as passive activities. The course will cover the most common 1040 issues and will provide attendees with practical, hands-on tools for the upcoming season.

Prerequisites

1 year tax preparation experience

Designed For

CPAs working in tax

Objectives

Upon completion of this course you will be able to inform clients of the latest modifications from Congress, as well as other relevant IRS Notices, announcements, rulings, and court cases for individuals. Participants will be able to explain changes affecting expiring federal tax provisions, income & deduction issues, IRAs, retirement distributions & penalties, passive activities, and unusual items such as passive activities. The course will cover the most common 1040 issues and will provide attendees with practical, hands-on tools for the upcoming season.

Preparation

None

Leader(s):

Leader Bios

Ron Roberson, Event Leader, TaxSpeaker

Ron Roberson, CPA is a well-known tax lecturer who has more than 20 years of experience teaching throughout the United States. Ron annually speaks to thousands of tax professionals about the latest business and personal tax law developments, using his sense of humor and friendly speaking style to keep people coming back year after year. In addition to authoring multiple tax articles and manuals, Ron also continues to work with his partner in a tax and accounting practice in Sonora, Cali. Ron includes real-life examples from his practice to make tax issues come alive and help complicated subject matter make more sense.

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Non-Member Price $480

Member Price $430