CPE Catalog & Events

Taxation of opportunity zones Current economic outlook IRS Notice 2025-50

The 4-part test to determine R&D tax credit eligibility A discussion of FSA, HSA, and DCB accounts IRS taxation rules related to insurance policies

SECURE 2.0, IRS Notice 2023-62, Final Regulations (September 2025) Alternative assets for 401(k) investors and new proposed regulations on tipping Proposed regulations under Section 224 issued 09/22/25 relating to qualified tips

Federal tax aid for victims of Hurricanes Helene and Milton Medicare open enrollment for 2025 Corporate Transparency Act

New tip rules Tips and overtime update No tax on overtime

Income-drive repayment methods Payroll research and development tax credit IRS tax inflation adjustments for tax year 2025

End of government shutdown New or enhanced deductions in OBBBA Instructions for reporting tip and overtime income 

SEPP (72(t)) payments Anticipated policy changes post-election HSA-qualified insurance policies and coverages

Overview of Form 3520 Year-end tax planning ideas Revenue Procedure 2024-31: IRS guidance for the Energy Efficient Home Improvement Credit 

OBBBA student loan repayment transition IRS Notice 2025-57 and transitional relief for reporting car loan interest Updated Form 1099-K frequently asked questions

2025 Year-End Planning Tips for IRAs and Employer Plans A QCD Counts Toward RMD if Done Before RMD Is Satisfied New IRS Developments

Policy Surrenders vs. sales in the Life Settlement Market Overview of depreciation basics Installment Method of Accounting

IRS Math and Taxpayer Help Act  Guidance for Tax Year 2025 FLSA Coverage 

2024 post-election updates Required minimum distributions for owners and IRA beneficiaries Signing up for an IP PIN and other IRS-related topics

Discussion of potential contents of the "big , beautiful" tax bill The resumption of federal student loan collections Impact of expiring TCJA provisions Budget reconciliation

Proposed provisions included in the "one big, beautiful bill" Extension of TCJA provisions MAGA accounts Termination of federal clean energy tax credits

Making the Tax Cuts and Jobs Act provisions permanent Eliminating tax on tips and overtime and special tax relief for seniors Phase out of the clean energy credits Deduction for auto loan interest on American made cars SALT cap raised to $40,000 with an income phase-out of $500,000 Increase in the transfer tax exemption to $15 million and an opportunity to open Trump accounts for children

Economic policy changes of the first 100+ days Impacts of tariffs and slower economic growth The progress of drafting the "mega" bill Proposed amendments to Circular 230

Progress on the House Budget Reconciliation Bill Updates and changes to Health Savings Accounts (HSAs) Soroban Capital Partners LP v. Commissioner

Making the Tax Cuts and Jobs Act provisions permanent Extending the special depreciation allowance (bonus) for certain property Raising the SALT cap to $40,000 with an income phase-out of $500,000 Deducting domestic research and experimental expenditures Creating a new class of property, qualified production property Increasing the maximum amount a taxpayer may expense under Section 179 to $2.5 million